TOTON DAS

Key Responsibilities:

Lead and manage a team of Relationship Managers (RMs) to drive life insurance sales through the Bandhan Bank channel under the Third-Party Products (TPP) vertical.

Ensure consistent performance across the cluster in terms of activation, productivity, and revenue generation.

Drive joint customer visits, lead conversions, and strengthen customer relationships through effective field engagement.

Train and motivate bank staff through regular sessions on insurance products, selling skills, and compliance protocols.

Collaborate with bank leadership (Cluster Heads, Branch Managers) to drive business alignment and enhance partner relationships.

Maintain adherence to regulatory norms and internal processes, ensuring quality business and audit compliance.

Analyze data to track trends, identify performance gaps, and implement improvement strategies.

Key Achievements:

IB Star Club Member (FY 2023–24) – Recognized for outstanding performance and excellence in driving insurance business.

• Successfully handled a team of 5 members and achieved monthly sales targets
• Developed effective strategies to increase sales and build strong customer relationships
• Trained and mentored sales team and monitored their performance
• Conducted seminars, workshops and product presentations to educate clients on features and benefits of the insurance policies
• Assessed customer's needs and tailored insurance plans as per their requirements
• Analyzed market trends and identified potential areas to improve sales
• Generated sales reports and tracked progress to ensure successful completion of goals.
• Achived Bharti Axa Life insurance most prestigious 'Rising Stars Award' Twice for exemplary New business and Persistency.
• Achived Foreign Convention Abu dhabi,Colombo,Paris and twice Switzerland
• Fast track promotion achieved within 6 months of joining by 300% over achievement and entire last 3yrs and 9 Months duration achieved total 4 Promotions
• Prestigious Elite Club No1 in FA Business category achieved, Ceo Convention Switzerland achieved by done 66lacs WNBP.
• Prestigious Eagale Club Manager Designation Achieved.
• Best Persistency Award achieved for more than 60lacs bucket ytd business.
• August 2020 Mega Star Award achieved by doing 17lacs in lockdown Period.

• Working for Aegon relationship connect (Direct Distribution channels) as Relationship Manager.
• Achieved Star Employee contest at the time of joining in Aegon life insurance
• Qualified Sizzler contest for each month
• Gurudakshina Contest Achieved
• Lakhpati club contest Achieved for OND and JFM.
• Qualified for Foregin convention Bangkok contest at O.N.D. Contest.

• Working at Bharti axa Direct distribution as Relationship Officer.
• Achieved Malaysia Convention at the day of joining.
• Complete fast track goal sheet within 3 Months of joining.

• Worked as Team leader handling team with ensured business and generating high revenue for company.
• Promoted as Team Leader for high performance.
• Achieved Bangkok and Dubai Convention.

• Working as senior sales and marketing executive in insurance field.
• Achieved Foreign Convention as Bali,Bangkok, Singapore, Macao.

• Handling Vodafone inbound dealer help line calls and monitoring a team as team captain.
• Achieved one Promotion and became Vodafone Ministore executive.