VIJAY RAJAK

*Managing Team of 8 Relationship Managers.

*Managing team of hardcore sales and marketing professionals

*Arranging all activities for the sales support and monitor them.

*Primary underwriting of proposals to minimize TAT & discrepancy

*Regular trainings and motivations to the sales team and giving them regular inputs about the market and deadlines.

*Interaction with the customers and random check on the existing customers about there satisfaction level.

*Developing them with various selling skills and making them confident with product of the company.

* Responsible process of developing a team of committed and hard working individual with a high level of integrity to became members of my sales team.

* Performing Joint sales calls with FLSes

ACHIEVEMENTS:-

* 110% of JFM target.

* 4 Team Members are Promoted to next level

* 82% Other Existing Bucket- 13th month Renewal

* Handling 4 of team Members.

* Morning Briefing , Training and Development

* Giving Call Support on Field

* Ensure that all poor performance is addressed

* Planing and Execute towards promotion of Team Members.

ACHIEVEMENTS:-

* Achieved MS DHONI Contest as JFM Power Play. (JFM Power Play was the biggest contest held in the Exide Life Insurance. With MS DHONI at GOA).

*Achieved International Trips Malaysia and Thailand

* 13th Month Persistency is 97%.

· Acquisition of new Preferred customers.

· Collect the referrals from the existing customers and generate leads and new business.

· Enhancement New business and building the relationship with the existing customers.

· Cross-selling products and services as per the profile need of the customers.

· Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers.

· Ensure certification of documentation required for opening the new policy.

ACHIVEMENTS:-

Achieved SRM Targets with 120%

Achieved Local Conventions

Promoted To Next Level as GRM (GROUP RELATIONSHIP MANAGER)

• Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
• Built and maintained relationships with new and existing clients while providing high level of expertise.
• Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
• Acquisition of new Preferred customers
• Cross-selling products and services as per the profile need of the customers.
• Collect the referrals from the existing customers and generate leads and new business.

Achievements:-

* Promoted as RM to SRM (Senior Relationship Manager)

* Promoted as SRM to GRM (Group Relationship Manger)

* 4 times Achieved MOVERS and SHAKERS at GOA and Awarded(This is the one of the Biggest Platform in Exide Life for the All Sales Team.

* 98% 13th Month Persistency

• Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
• Analyzed retention, loss ratio trends and sales volume to identify areas for improvement.
• Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
• Quoted and calculated premium rates for policies by using Premium calculator.
• Achievemnets:-
• Meet the Goal sheet Targets Month on Month
• 98% 13th Month Persistency
• Achieve Regional Contest and RNR

• Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
• Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
• Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
• Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
• Maintained excellent attendance record,consistently arriving to work ontime.
• Achievements:-
• Promotion as CFPM.
• Achieved regional contest and RNR
• Achieved Best Traditional Policy sales Award
• 98% 13th Month Persistency
• Achieved Best Performance trophy and Rewarded by CEO

• Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
• Upsold additional products and services after identifying customer needs and requirements.
• Acquisition fresh and new Customers
• Collect the referrals from existing customers and generate the new business.

• Planned and organized special events, solicited corporate sponsorships and set up matching gift donations to reach financial targets.
• Strategized with client development team members to manage budget and synchronize volunteer efforts to boost funding initiatives.
• Planned and implemented fundraising events.
• Composed grant proposals and fundraising newsletters to raise capital for non-profit organizations.
• Developed and implemented marketing campaigns targeting donors.
• Achievements:-
• Best Performance for CSR Fund Raising
• Rewarded by Marketing Head and Vice President Multiple times.
• Achieved Multiple time Regional Conetst

• Displayed excellent sales skills and understanding of such skills.
• Performed cold calling and outreach to build sales pipeline.
• Set up appointments with interested customers according to schedule availability.
• Overcame objections using friendly, persuasive strategies.
• Achievements:-
• Citi Financial Process
• Best Performance for Zero to Write off Bucket
• 5 times Awarded by EAST HEAD- CITI FINANCE
• Achieved Local contest and RNR