SHASHI KANT VERMA

• Lead a Team of Relationship Managers

• Maintain revenue of Each Relationship Manager

• Drive the Team towards Target

• Guide group of Relationship Manager

• Maintain Productivity of Relationship Manager

• Motivate the Team

• Achievement of product-wise targets and cross

selling products as per the demographic, lifestyle

and risk profiling

• Ensuring client contactability at all times through

updation of latest contact details in all necessary

systems. Regular contact with all mapped clients

through weekly / monthly calls

• Resolution of queries for all managed clients within

• Monitor and address HNI clients banking and Investment requirements
  
• Use financial acumen and investment expertise to review a clients personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long term investment goals
  
• Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness
  
• Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling
  
• Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio
  
• Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile
  
• Ensuring client contactability at all times through updation of latest contact details in all necessary systems. Regular contact with all mapped clients through weekly / monthly calls
  
• Resolution of queries for all managed clients within TAT specified

Responsible to build a productive relationship with broking channel partner and to drive insurance business.

Provide Service and Sales Support with existing / New Broking / Corporate Agency.

Engage with the broker staff and maintain an open and trusting relationship with them by creating value addition.

Engage the Channel Partner in regular discussion to transfer knowledge about IndiaFirst, Company s product offerings and understand their issues/concerns about selling insurance and to solve all complaints if any.

Handling Broker Sales Staff queries about Login / Issuance / Product Querie/ Activities.

To address After Sales Service Issues and MIS reporting.

Train and motivate advisors to provide a better understanding of market. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving standards. To recruit good quality prospective insurance advisors and ensure that they acquire licensing in order to achieve the sales target set by the company.Ensure that the advisors achieve business target set for them.Provide on the job training and manage and monitor performance of advisors so that they can achieve their goals.Maintain renewals for the policies procured by team of advisors to overall achieve the profitability of the team.

• Sourcing Home loans business from Bank Branches,builders, real estate brokers, Chartered accountant, investment advisors & DSA
• Handling HNI clients relationship
• Achieve disbursement target for non-housing through lead generation
• Manage external channel for business expansion & development
• Understanding the intricacies of various cases and filtering them so that only appropriate cases are put up for approval.
• Responsible for maintaining good loan portfolio to get references for generating/sourcing new leads
• Coordination with Credit department for processing of loan till final disbursement.