Shashikumar Kamatad

KRAs:

End-to-end ownership for MP & AP performance

• Owns the budgets for the location
• Has a self-goal sheet to Lead by Example and have adequate SOC
• Networks continuously to get good FT-APs from Market
• Ensure APs and LAs incomes in location exceed benchmarks
• Coach MPs and APs on management/sales skills and career growth
• Contact APs who are falling short of CMC criteria to re-activate them
• Works closely with the training team to organize regulatory and skill development programs
• Propagates the career option amongst the LAs in the branch
• Owns the Rookie AP induction and development program
• Arrange/attend outdoor promotional events and seminars on recruitment, awareness, customer events, HNI priority etc.
• Grow the representation of advisors and BA’s from his location on Conventions, MDRT, and R&R etc.
• Ensure the desired product mix of the Branch
• Deal with and escalate compliance issues

Leading a team of 10 Sales Officers and ensure desired level of performance of the KVG Bank Haveri RO of 77 bank branches within the area of jurisdiction and achieve the business target and providing doorstep service to customers.

Key Role:

• · Identification of right candidates for the role of sales officer.
• ·Engagement and Activity Management –High engagement levels to be maintained at Branch levels with support from ISM.
• ·Renewal book/Persistency –maintain desired level of First Year and overall persistency across channels.
• ·Maintain healthy relationship with bank staff and ensure support for ISM at Branch level.
• ·Engage with Branches an influence and support them for driving insurance business.
• ·Strategize and Plan to ensure business delivery through Activity management and other initiatives.
• ·Business Reviews with Channel and with team for understanding gaps and ensuring support for fixing these gaps.
• ·Providing daily MIS report of performance.
• ·Create an environment of ongoing personal, team learning and development, by being a Coach and Mentor and effectively building upon individual strengths.

• Leading a team 5 of ISO and ensure desired level of performance of the clusters of 17 Union bank branches within the area of jurisdiction and achieve the business target and providing door step service to customers
• Key Role:
• Identification of right candidates for the role of sales officers
• Promoting sales of the company’s products, achieving and exceeding business targets set by the company in respect of the clusters branches
• Achieving these targets by providing all possible support to the allotted clusters –in promoting life insurance business to the asset base customers
• Work to generate business through the liability base- CASA customer base of the bank partner branch
• Promoting the brand image of the company and implementing all initiatives of the company related brand building exercises, as well as maintaining excellent relationship with corporate agents
• Providing daily MIS report of performance.

Leading a team of ISO 8 and ensure desired level of performance of the clusters of 40 bank branches within the area of jurisdiction and achieve the business target and building good relationship with Zonal, Regional and Branch Managers and selling our company products to all Bank customers of the 40 bank branches, (which includes 20 Bank of Baroda and 20 Bank of India)

Key Role:

• Channel Sales Management
• Identification of right candidates for the role of Relationship Manager
• Launching Sales Contest to Bank Employees
• Team Management
• Motivating Team members
• Providing sales report to RM and ZM of the Bank
• Training all Bank Employees.
• Attending sales calls with Team members and also with bank staff.

Handling Hubli Club Road Kotak Mahindra bank Branch and Building good relationship with bank staff as well as all customers and providing financial solution along with selling Life Insurance products to them and providing door step service, And generating leads for CASA, FD, RD, and Asset products.

Key Skills

• Lobby Management
• Providing good financial solution to HNI Customers for Investment
• Interacting with branch walk in customers and generating leads.
• Attending all sales calls self and also with bank staff
• Log in all Applications and converting the business within the TAT
• Resolving customer queries regarding LI product
• Renewal collection.
• Training to all Bank Employees.
• Providing Doorstep service to clients

Handling Hubli RBL bank Branch and Building good relationship with bank staff as well as all customers and providing financial solution along with selling Life Insurance products to them and providing doorstep service, and generating leads for CASA, FD, RD, and Asset products.

Key Skills

• Lobby Management
• Providing good financial solution to HNI Customers for Investment
• Interacting with branch walk in customers and generating leads.
• Attending all sales calls self and also with bank staff
• Log in all Applications and converting the business within the TAT
• Resolving customer queries regarding LI product
• Renewal collection.
• Training to all Bank Employees.
• Providing Doorstep service to clients

Handling 3 ICICI bank Branches and Building good relationship with bank staff as well as all customers and providing financial solution along with selling Life Insurance products to them and providing doorstep service, And generating leads for CASA, FD, RD, and Asset products.

Key Skills

• Lobby Management
• Providing good financial solution to HNI Customers for Investment
• Interacting with branch walk in customers and generating leads.
• Attending all sales calls self and also with bank staff
• Log in all Applications and converting the business within the TAT
• Resolving customer queries regarding LI product
• Renewal collection.
• Training to all Bank Employees.
• Providing Doorstep service to clients