SHIRISH S NIKAM

Associate Director Of Training - Agency Channel Feb-22 to till date

 Support to Leaders on their goal shet achievement

 Train to PBA above on various trainings like products, skill development, capability development.

 Training included step up, induction session for PBA above.

 Training support for MDRT advisors and Life Planner above

 Bridging with ops and sales for sourcing & issuance of business.

 Conducting Step Up trainings for NLA’s & LP/SLP designated by monthly.

 Educate NLA’s & their LEADERS on overall profile of Distribution.

 Tracking PTR (Professional Training Reimbursement) for eligible candidates.

 Qualified for JFM’s National Sales Congress at Goa. Awarded by ZONAL HEAD – Training for Highest NLA Activation recently.

BANCA CHANNEL

 Worked for BANCA -HDFC Branch Banking Channel from June 23. to Sept - 24

 Assigned 103 branches of HDFC Bank - South Maharashtra Circle.

 Training to Branches and their LG's & support to increase Wallet Share.

 Train and develop to TATA Employee's on Product, Process & Capabilities.

 Tracking for SP Coding, Conducting PATHSHALA on daily basis to quality learning.

 Guiding TSM's for smooth management to their team.

 Help to resolve the pending cases of the team.

 Associate working with CIRCLE MANAGER for South maharashtra circle

 Qualified for H1 sumit. Qualified for ATLAS award, and so many certificates in terms of good performance.

 Process transactions efficiently and accurately while maintaining high service standards

 Handle customer queries and provide appropriate solutions

 Engage with customers and generate revenue by promoting and cross-selling retail banking and third party products

 Manage relationships with mapped customers to increase the depth of existing relationships

 Achieve sales targets as assigned by the organization on a monthly basis

 Comply with KYC/SEBI rules, regulations, and legislation governing the bank

• Bank of Maharashtra have corporate agency of World Class Aviva India Life Insurance Co
• Assigned for 6 (Six) branches of Bank of Maharashtra in Kolhapur City
• Maintaining good relationship with bank staff & its branch heads
• Planning & Execution of sales activities with staff of bank for life insurance business
• Sincerely focus on sales, service, staff engagement activity in the assigned branches
• Tracking to achieve 100% persistency ratio on month on month basis
• Training to the staffs, sub staffs & branch heads of Bank of Maharashtra on various types of life insurance products.

• Assigned for 1 (one) branch of RBL Bank Ltd in Kolhapur City
• Maintaining good relationship with bank staff & its branch head
• Planning & Execution of sales activities with staff of bank for life insurancebusiness
• Sincerely focus on sales, service, staff engagement activity in the branch
• Qualified Branch Manager for contest named as Life Premier League, Dubai Calling, etc
• Tracked to achieve 100% persistency ratio on month on month
• Training to the staffs, sub staffs & branch head of RBL Bank Ltd on various types of life insurance products
• Achieved 130% target of annual with the help of RBLbank.

 Assigned for 3 branches of Bank Of India & Union Bank of India in Kolhapur.

 Maintained good relationship with AGM, Branch Manager & its staff peoples.

 Awarded 2 (two) trophy’s by Zonal Head for achievement in new business & renewal AY 15-16.

 Qualified for BANCA Maestro i.e. International Convention in Singapore for AY16-17.

 Again Qualified for BANCA Maestro i.e. International Convention in Switzerland for AY17-18

 Help to qualify Branch Manager to Tokyo Official tour for AY16-17

 Promoted as Assistant Manager from Insurance Sales Officer