Sushma Kashyap
Bhopal
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
12
12
years of professional experience
2
2
Languages
Work History
Unit Head (Defence Affinity)
HDFC Life Insurance
01.2022 - 12.2023
- Handling a team of Front Line Sales (3), Shaurya Officers ((9) and Financial Consultants (31))
- Applied effective time management techniques to meet tight deadlines.
- Developed strong organizational and communication skills through coursework and volunteer activities.
- Responsibility to forge relationship with various Defence and Paramilitary Forces to recruit Quality Shaurya Officer and Financial Consultant
- Train and motivate them for business, going with him and do presentations in defence and para units then take huge business
- Formulation of sales strategies with the help of CSR activities
- Responsible for Client satisfaction and Retention & Responsible for premium collection and persistency
- Conducting regular Fun-Filled Get-Together as well as Goal Setting Meetings for Advisors.
Territory Manager
Bajaj Allianz Life Insurance
09.2019 - 12.2021
- Customer application, screening & income documents as collected by SM for login
- Analysis of Bank statements and other relevant documents for income assessment
- Meet customers and do business and income earnings capacity as per the credit manual & guidance notes.
- Maintained of TAT, Compliance, Policies and procedures
- Develop account plans for customer relationships with collection and value-add objectives, to ensure monthly profit targets as agreed are met and exceeded
- Contribute to the team's business plans for the expansion of business opportunities in strategic target areas
- To ensure that all new and existing customer documents are as per group standards on KYC
- Communicated regularly with territory, regional, and strategic managers for daily support and strategic planning for accounts.
Branch Manager
Jana Small Finance Bank
10.2016 - 07.2019
- Business Development Activities
- Conducting weekly Career Seminar for Recruitment
- Connecting various promotions like Karva Chauth, VLCC Activity, and Nestle Cookery Activity along with Career Seminar to achieve Quality Recruitment
- Also putting Kiosks & doing promotional activity in various HNI Societies of Avanti Vihar
- Offering on the Job Coaching to Managers & Advisors by going on day to day Sales Calls with them
- Conducting regular Fun-Filled Get-Together as well as Goal Setting Meetings for Advisors
- Launching a new Manager or Advisor with great Hype.
- Engaged employees in business processes with positive motivational techniques.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
Agency Development Manager
Max Life Insurance
02.2016 - 09.2016
- Managed a team of 30 Financial Advisors from various fields and assisted them in closing the prospects
- Conducted various marketing activities and events for business development and generated database & revenue for the assigned unit
- Recruited new Financial Advisors and administered activities related to team building, training, goal setting, monitoring, business procuring and generating premium
- Conducted training programs, monitored all checks and developed unit on sale technique
- Assisted the advisors to achieve assigned target
- Organized plan of action and took care of business also
- Prepared Life Advisors to face toughest part of the sales and made them ready to cope-up with those situations
- Maintained persistency in performance
- Rendered extensive support to advisors, customers and cross function
- Motivated them to strive harder for achieving sales objective and maintaining 'live' environment
- Helped new SDM's in goal Setting, recruitments and team building.
- Managed staff performance of staff by proactively addressing deficiencies and training weaknesses.
- Conserved agency resources and minimized waste by accurately logging company property, supplies and equipment to avoid duplicative ordering.
Sr. Sales Manager
Reliance Life Insurance
01.2012 - 09.2015
- Ranked in the TOP Manager List central region on Premium (WRP) in the month of August 2015
- Achieved Business of 22 laks+
- Ranked No.2 Manager in Central Region on Activation for the year 2015
- Ranked In the TOP 10 Managers in my central region
- Awarded a Certificate of excellence from SVP-Head of Sales for his Initiative in Central Region in September 2015
- Won the prestigious 'Humse Aage Hum' Contest in December 2015
- Among the Select Advisor for producing MDRT's.
- Developed sales strategy based on research of consumer buying trends and market conditions.
- Directed sales support staff in administrative tasks to help sales reps close deals.
Education
Master of Social Work -
Maharishi Mahesh Yogi Vedic Vishwavidhyalaya
04.2001 -
Bachelor of Computer Science -
CSVTU
Raipur 04.2001 -
Skills
Banking/Financeundefined
Accomplishments
- Focus on profitability. Sales (DB) incline taken to 100%
- Put on a special project for 1 month to streamline sales as the team members resigned and left without any notice. It was very necessary to bring the momentum back into the sales Process. My vast experience enabled me get clients visiting the center and giving business. This resulted in generation of 450 DB in a Month.
- In between I visited 4 branches where I increased the PAR collection and Decrease the OD amount.
- Managed a team of 18 CREC & 2 CRES from various fields and assisted them in closing the prospects.
- Focused on customer satisfaction as a result extending continues DB.
- Got One Promotion as a (ACM) Area Collection Manager in last year (2017).
- Responsible for EMI collection and persistency.
- Got 5 Rating in this year (2017-2018).
- Got Promotion as a (BM) Branch Manager in this year (2018).
- Played a major role in achieving Annual Award of 'Agent Recruitment Champion' in 2016.
- Achieved Quarterly award 'ADM of the QTR award for the year 2016'.
- Efficiently completed agent recruitment annual plan by 106% in 05 months' time.
- Achieved QTR award of 'premium victor for the year 2016'.
Trainings Attended
- IRDA Certified Training
- Fund Management Conference conducted by Savrov Nanavati
- How to Build Relationship, Handle Team, Empower
- Managing Time, Preparing for Meeting, How to Motivate and Personal Dimensions
- Disha Sales Skills
- Sales Skills by Santosh Nair
- Attended Yes+ course by Art of Living
- Generating Team Building workshop conducted by MNYL
Personal Information
Date of Birth: 08/18/1984
Timeline
Unit Head (Defence Affinity)
HDFC Life Insurance
01.2022 - 12.2023
Territory Manager
Bajaj Allianz Life Insurance
09.2019 - 12.2021
Branch Manager
Jana Small Finance Bank
10.2016 - 07.2019
Agency Development Manager
Max Life Insurance
02.2016 - 09.2016
Sr. Sales Manager
Reliance Life Insurance
01.2012 - 09.2015
Master of Social Work -
Maharishi Mahesh Yogi Vedic Vishwavidhyalaya
04.2001 -
Bachelor of Computer Science -
CSVTU
04.2001 -
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