Vijayasarma V

• Fostered strong client relationships to ensure customer satisfaction and repeat business opportunities.
• Expanded market share with competitive analysis, identifying new business opportunities and potential clients.
• Recruiting BDMs, SBDMs, and CBMs to ensure the complete assigned target through agents.

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• Achieved financial targets through diligent budgeting, forecasting, and expense control measures.

Schedule Appropriate Training Session for New and Existing Employees.

• Collaborate with Management to identify Training Needs for All Employees and Advisors.
• Organize trainings for Current Class Agents, First Prior and AOR Agents.
• Managed Branches Pondicherry, Cuddalore, Karaikal, Villupuram, Tindivanam and Kallakurichi.

• Develop individualized and group training Programs that address specific business needs.
• Implement Effective and purposeful training methods.
• Assess NLA, LP and Leaders skills performance and productivity to identify areas of improvement.
• Drive brand values and Philosophy through all training and development activities.
• Organize trainings for NLA, LP and Leaders as needed.
• Managed Branches Pondicherry and Chennai Velacherry.

• Recruit, engage and launch New Digital Partner / Digital Leaders.
• Ensure that Digital Leaders and Digital Partners recruit, appoint and train.
• Ensure that Digital Partner's and Digital Leaders work towards helping their achieve business targets.
• Create business plan and develop business Strategies to achieve the business goals.

• Recruitment, management and supervision of Life / Insurance Advisor and Personal Financial Advisors (PFAs) of Managing Partner to help them in achieving their financial goals, thereby generating business for the Company.
• Recruit, engage and launch New Agency Partner / Advisor.
• Ensure that Agency Partner recruit, appoint and train Life Advisors.
• Ensure that Agency Partner's work towards helping their Life Advisors achieve business targets.
• Ensure that Life Advisors of Life Advisors have a healthy persistency.

• Bank Reconciliation.
• Handling Vault Management and Petty cash management.
• Manage All End-to-End Operations activities in Branch.
• Responsible for Audit Ratings of the Branch.
• KYC Verification for Duplicate Check.
• Co-Ordinating with HA for Cashless and Reimbursement claims for ensuring the better service.
• Maintaining customer Database for Online and Offline Logins.
• Daily pending MIS Published to Sales Team.

• Manage day to day operations of various sections like Underwriting, Customer Service, Distribution Ops and daily finance payment checking and banking.
• New business quality checking the customer profile for new policy issuance.
• Processing new business applications and Financial Advisor Recruitment.
• Handling entire process for Financial Advisor Coding..
• Managed branches Pondicherry, Madurai, Coimbatore, Erode, Chennai RO, Adyar and Anna Nagar, Chennai.

• Explaining the Micro Finance Products and Cross sell of Gold Products to Customers.
• Cross sell for Apollo Munich Health Insurance.
• Day to day maintenance of accounting and cashbook.
• Generating gold loan bills.