VARSHA SAWANT

• Duration
• : Dec 2019 - Sep 2025 (7 years)
• Branches
• :
• Mulund, Ghatkopar (2021-2025); Vashi, Thane, Kalyan, Panvel, Chembur (2019-2021)
• Key Responsibilities
• :
• - Led teams to achieve yearly revenue via targeted training & skill development
• - Maintain MIS, executed monthly training calendars, RNR Monthly Statergy Meets,Weekly Monthly Branch Performance Review Meet Branch Revenue Growth With Domain Parameters.
• Drove revenue growth with Result Branch hygiene via daily work habit charter.
• Focus on individual skill program via performance improvement training, weekly/monthly activities like role-plays, dipsticks, quiz, and OJT.One To One Sessions for stakeholders.
• Monitored progress of trainees employees buisness partners through feedback from managers and supervisors.
• Produced reports and maintained training documents to support training activities.
• Felicitate Inductions. Existing Training Ic 38,Rsw,Dlu Shikhar Mdrt Skill development trainings for stakeholders daily and ensure attendance and training monthly mandays completion.
• Onboard new buisness partners and certify irdai exam and get IrdaI licen.
• Develop new advisors and employeoes with daily habbit of sales recruitment process, sales recruitment pitches, product knowledge through weekly monthly sales workshops and product trainings.
• Assessed instructor performance in classes and delivered constructive feedback Scheduled meetings with stakeholders to discuss future learning needs.
• Sought and implemented continuous improvements by encouraging team to leverage new digital tools.
• Manage Consultant Trainers Skill Development And Bill Approvals.
• Mentored new trainers, ensuring adherence to best practices and training protocols.
• Record Individual performance improvement training feedback and communicate Branch heads
• Improved career express performance for employees and advisors within the 0 to 12 month bucket using sales and recruitment parameters.
• Do Daily Jcs With 0 to 12 month Advisors RDMs
• Batch To Branch Revenue Hygine Process Management
• Achievements
• :
• - Consistently achieved 125% business growth YoY (7 years)
• - Consistently exceeded revenue & licensing targets by 15%
• - Improved sales & recruitment performance via targeted trainings
• - Developed expertise in virtual, hybrid, and classroom training delivery
• Individual productivity growth increase in retention of stakeholders utilisation
• Delivered 1680+ trainings, driving product knowledge, sales & recruitment process system excellence
• - Empowered 3500+ advisors (500 advisors/year) & 490+ employees (70 employees/year) in 7 yrs.
• Achieved 100%targets in nlp recruitment and sales Parameters
• Achievement of 100%irdai exam pass percentage and throughput
• Lng 100%Usage YoY
• FY 2021-2022 100%NLP Target Achievement For Vashi Ghatkopar Branch
• FY 2022 150% Branch Sale Target Achievement
• Contribution In Achievements Of Branch Target 10cr Branch With YoY growth Of 25%
• FY 20-21,FY 21-22 Outstanding Performance Rating And Highest Salary Incentive achieved.

• Recruit and develop agencies from Housewife VRS,STBO, Financial Distributer and help to get irdai licen with support of trainer.
• Identified new advisors from the open market through various recruitment activities and interviewed candidates according to the company evaluation process.
• Tracked and cultivated daily sales habits in advisors to drive consistent revenue generation.
• Facilitated advisor revenue generation and compliance with company norms.
• Monitored daily activity charter for advisors to ensure adherence and productivity.
• Conducted weekly performance reviews of advisors to enhance productivity and reinforce sales process learning.
• Ensured advisors met retention rate standards for annual FYC.
• Achieved set targets according to the goal sheet on a monthly, quarterly, and yearly basis.
• Documented accomplishments in sales and recruitment.
• 200% of sales target achieved as per goalsheet in sales and recruitment.
• Achieved outstanding performance rating through consistent achievement of targets.
• Achieved highest slab of Incentive and salary increment
• Achieved Recruitment Best Performance Award Consistently two years in mumbai zone with max life insurance
• Developed strategic partnerships with agencies to enhance distribution channels and market presence.
• Collaborated with cross-functional teams to design marketing initiatives that drive customer engagement and retention.
• Mentored junior staff, fostering a culture of continuous learning and professional development within the agency network.

• Developed agency distribution strategies that expanded market reach and increased client engagement.
• Analyzed market trends to guide strategic planning and drive agency performance improvement.
• Trained and mentored agents, enhancing their sales techniques and customer service skills.
• High-Impact revenue generation
• Outstanding Employee Performance Rating
• Documented key accomplishments

Recruitment And Development Of Life Advisors From Natural And Open Market and generate revenue by licen and apes.

Developed Agenct Distribution strategies that expanded market reach and increased client engagement

Train and mentir agents through recruitment and sales skills .

High impact Revnue Generation Advisor Creation Power clubs Mdrts

Support And accountable for advisors Development And promotions

Created yoy 40 agencies with 50% activistion bucket of 0 to 12 month

Achievment:

Mdrt created Power Club International Trip Qualifier Created

Achieved

Achieved promotion and high slab incentives outstanding ratings

• Developed personalized wealth management strategies for high-net-worth clients.
• Analyzed market trends to identify investment opportunities and mitigate risks.
• Collaborated with financial analysts to enhance portfolio performance and client satisfaction.
• Conducted regular reviews of client portfolios to ensure alignment with financial goals.
• Delivered exceptional client service through prompt communication, proactive problem-solving, and a commitment to always putting the client''s interests first.
• Designed custom-tailored portfolios based on individual client needs, risk tolerance levels, time horizons, financial objectives.
• Conducted thorough analyses of market trends and economic indicators to inform investment recommendations.
• Educated clients on the benefits of philanthropy, helping them incorporate charitable giving into their overall financial plans.
• Mentored junior team members to develop their skills in investment analysis, client relationship management, and sales techniques.

• Managing Hni Client Portfolio between 10L to 1cr.
• Portfolio and Investment Management in Banking Retail and Assets
• Client Acquisition and retention Onboad New Hni clients drive Aum Growth and build long term relationships
• Financial planning and provide exclusive solutions child to retirement planning tax planning and risk and Legacy planning.
• Cross selling bank products sme loans insurance personal and buisness banking