Vijay Gautam

• Working as a Trainining Manager for Rajasthan Region for Yes Bank relationship.
• Core focus areas are, New SP Activation, QTD & YTD Inactive SP, Protection & Rider Penetration & New FLS Plan Achievement.
• Improved revenue generation of new hires Number 70% by implementing new, improved onboarding process.

Achievements :-

• Got Fastest promotion in 18 months from Deputy to Manager in Oct'22.
• Qualified International contest for Non PAR Product Mix & Protection Activation.

Handling & fulfilling training needs for HDFC Bank Relationship in Rajasthan.

• Working as a trainer for Rajasthan territory
• The key responsibility is to impart product training to all verticals including Agency, Banc assurance, Partnership and Digital
• Apart from the classroom training, I cover online learning programs for new joiners and existing employees for product and process initiatives.

• Doing the market search and visiting all the business establishments in the territory, I have to collect the data of the new opened businesses
• Have to do cold calling and motivating the client to purchase our online products and updating the correct business information in our software
• I have to visit the appointments provided by our telemarketing department
• Educating the client about the company and the products best matching his business category
• Selling the right product to the client and doing all the paper formalities and providing after sales services
• Achieving the given revenue targets in terms of sales amount and number of contracts.

• Training the new joining candidates
• Inculcating the ample knowledge about the insurance industry, selling skills, related financial atmosphere and product knowledge
• Motivating them on intervals so that they can perform well and achieve their targets
• Organizing personality development programs, soft skills sessions, and group discussions to provide the company well-groomed employees
• As a HR Head
• Finding and applying the most effective ways to recruit the right candidates for the organization
• Fixing up the interviews, conducting the interviews and shortlisting the deserving candidates for the training session
• Analyzing and preparing performance sheets for promotions and increments, organizing different activities for the employees like trips, parties and spots to motivate them
• As a Telesales Head
• Taking care of whole branch over 40 telesales employees
• Creating the familiar atmosphere, sharpening their sales and communication skills staying with them on floor, interacting with them time to time to know their issues and resolving them on time
• Achieving the assigned targets every month by maintaining the good issuance percentage with attaining per head sourcing target also
• Established the milestone in the company by sourcing the life insurance business over 30 lacs in one month.

• Sourcing the life insurance business through telesales generated leads and self-sourcing
• Doing the cold calling and other activities to source health policies
• Have to maintain the issuance over 80% of sourced business month on month
• Providing the after sales services to the existing customers from delivering the policies to depositing the renewals.