Vijay Kumar
Dehradun
Summary
A challenging position in a professional organization, where I can enhance my skills & abilities to full fill the objective of the organization by hard Work & constant of my knowledge.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Chief Business Sales Manager
Bajaj Allianz Life Insurance Co.Ltd.
08.2022 - Current
- Managing NPS Annuity and Superannuation business through Corporate and retail annuity business
- Making good relationship with corporates employees like ONGC Dehradun and BHEL Haridwar
- Meeting with retirees from state, central and corporate employees and briefing about our product
- Maintaining relationship with nodal officer, DDO and respective pension department employees and Sourcing retirees details though out the process
- Managing more 40 nodal or ddo with more than 10 district from uttarakhand and U.P
- Such as Dehradun,Roorkee,haridwar,Udham singh nagar,haldwani,saharanpur and so on.
Senior Sales Officer
Canara HSBC OBC life insurance Ltd
08.2021 - 08.2022
- Meeting with retirees and briefing about products and it's benefits
- Meeting with nodal officers and DDO of different sectors like state govt.and central govt.offices
- Managing nodal officers of Punjab, Himachal,Haryana and Bihar as well
- Cold calling and resolving product related issues and close it
- Preparing MIS reports on daily basis and proper managing follow up and upcoming meetings.
Associate finance service manager
ICICI Prudential life insurance Ltd
01.2020 - 08.2021
- Meeting with customer and briefing product benefits
- Meeting with, Managing Nodal officer of Punjab, Haryana and Himachal Pradesh.by visiting regular time basis
- Cold calling and resolving product related issues
- Preparing MIS report daily basis and proper managing follow up or meeting
- Meeting with customer and briefing product benefits
- Cold calling and resolving product related issues
- Sourcing leads from existing clients and open market
- Preparing MIS report daily basis and proper managing follow up or meeting.
Customer Relationship Executive
HDB Financial Services Ltd
05.2018 - 06.2019
- Worked as a relationship executive in Home Loan, Lap, and cross-selling banking products.
- Managed more than 30 personal bankers and sourced leads from them through cold calling.
- Meeting with HNI clients of the bank and resolving product-related issues by briefing product benefits, and so on.
- Managing all home loan and lap-related processes from login, sanction to disbursements.
- Preparing MIS reports on daily basis
Customer Relationship Executive
Axis Securities Ltd
05.2017 - 05.2018
- Meeting with customer and resolving issues related to the product.
- Performed cold calling and generated new DSA clients.
- Managing 4-plus branches and taking huddles every morning, as well as evening.
- Sourcing leads from our existing customer, along with walking customer and DSA as well.
- Managing all processes related to education loan, such as KYC verification, eligibility check, financial documents, etc.
Education
Master of Business Administration - Finance
V.I.B.R.M. - Muzaffarpur, BR
01.2015
Bachelor of commerce - Accounting
DR.R.M.L.S.College - Muzaffarpur, BR
01.2012
Intermediate - Commerce
R.S.Collge - B.S.E.B.Patna
01.2009
Matric (10th) -
N.B.High School - B.S.E.B.Patna, Bihar
01.2007
Skills
- MS Excel: Vlookup,Hlookup,Pivot table,Max,Offset and so on
Certification
- Diploma in Computer Application (DCA)
- Tally 9.0
- Boot camp certificate of digital marketing
- Internship certificate of ING Vsya bank, Muzaffarpur Bihar
Languages
- Hindi, First Language
- English, B2 Upper Intermediate
Timeline
Chief Business Sales Manager
Bajaj Allianz Life Insurance Co.Ltd.
08.2022 - Current
Senior Sales Officer
Canara HSBC OBC life insurance Ltd
08.2021 - 08.2022
Associate finance service manager
ICICI Prudential life insurance Ltd
01.2020 - 08.2021
Customer Relationship Executive
HDB Financial Services Ltd
05.2018 - 06.2019
Customer Relationship Executive
Axis Securities Ltd
05.2017 - 05.2018
Master of Business Administration - Finance
V.I.B.R.M. - Muzaffarpur, BR
Bachelor of commerce - Accounting
DR.R.M.L.S.College - Muzaffarpur, BR
Intermediate - Commerce
R.S.Collge - B.S.E.B.Patna
Matric (10th) -
N.B.High School - B.S.E.B.Patna, Bihar