Summary
Overview
Work History
Education
Skills
Timeline
Generic
Vishwajeet  Chaurasia

Vishwajeet Chaurasia

Results-oriented and Financial Services Professional with 7+ years of experience in Government Pension Fund Acquisition, Corporate Acquisition, and Financial Product Promotion in Life insurance . Proven Success in Managing Gov & Public Sector Clients, Sourcing Government Institutional NPS Accounts, Driving NPS Engagement, and Offering a full suite of NPS and Financial Solutions Including, Asset, and Investment Products like Life Insurance and MF. Adept at Stakeholder Engagement with Government Office CG & SG as well CASB & SAB Department, Business Growth, and Claim in High-Pressure Environments.
Ballia

Summary

Dynamic professional with extensive experience in NPS product expertise and institutional relationship management. At Aditya Birla Sun Life Insurance, successfully drove market share growth and achieved NPS targets through strategic sales planning and effective team leadership. Proven ability to enhance client engagement while delivering tailored financial solution.


To Know More about My achievement and Awards Qualification

visit my LinkedIn Profile - https://www.linkedin.com/in/vishwajeet-kumar-c-299577175?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app

Overview

15
15
years of professional experience
3
3
Languages

Work History

Area Head

Aditya Birla Sun Life Insurance (RPV)
05.2023 - Current

Responsible for achieving NPS targets - AUM and market share of Aditya Birla Pension Fund in Government Sector for the state of Uttar Pradesh & Bihar Establishing and maintaining liaison with Nodal Officers I Key Decision Makers/ Influencers in the government offices along with the channel partners & team members to onboard their new employees and shift the existing employees under NPS from competition to Aditya Birla PFM. Creating desired sales behavior in the team by ensuring DSR (Daily Sales Reporting) from the Assistant Managers, Deputy Manager & Territory Manager. Offering guidance & training for business to the team and attending joint calls wherever required and assisting them in handling objections & closing the deals.

  • Planned and implemented growth strategies.
  • Analyzed key performance indicators to identify trends and areas for improvement within the department.

Key Relationship Manager

ICICI Prudential Life Insurance Company
08.2022 - 05.2023

NPS Distribution and Marketing, NPS Distribution For Government Organization .Specially in East and west part of Uttar pradesh. Responsible for meeting sales targets by daily connecting with the Nodal Officers employees in Government offices and assist them with the product and performance report under NPS. Guide them with the end-to-end processes by ensuring employee opts for ICICI PFM at time of NPS registration. Conduct Presentation for existing Government employees and thereby get their existing Govt employees migrate their legacy Pension Funds from other PFM to IPRU Pension Fund. Call and regularly visit for sales calls.Gain higher market share of IPRU PFM in their respective Nodal offices mapped to them. Ensure quality and persistency of business and cross sell products required for retirement planning like Annuity. Business Relationship Management, Business Strategy .

  • Continuously updated knowledge of industry trends and developments to ensure clients received the most up-to-date advice and guidance.
  • Strengthened client relationships by providing personalized service and addressing individual needs.

Assistant Manager

HDFC Life Insurance
08.2021 - 05.2023

Developing & Maintaining Relationships with State & Central govt department in NPS Space.Average 6/10 Preexit Lead Close ratio for NPS Retire Govt employee30+ above NPS Awareness Seminar has Conducted @State & Central Govt OfficesOpened Many NPS Account for Tax saving Benefit. Conducting NPS awareness session with aim of increasing HDFC Pension fund's AUM via PFM Change of State & Central govt employees. Conducting training session for DDOS at Treasury officers to enables them with the latest update in CRA system & PFRDA guideline.

  • Maintained a clean, safe, and organized store environment to enhance the customer experience.
  • Developed marketing strategies to attract new customers, increasing foot traffic.

Renewal Executive

Shriram Life Insurance Company
10.2018 - 07.2020

Looking all Direct Channel Segment Renewal Collections & Cross Sales Of Life insurance .

Key Relationship Manager

Reliance Life Insurance Company
09.2015 - 05.2016

Maintain the Client Base of Ex Reliance Life Customer and full fill the service and get Business from Cross sales..

PD Base Medical Representative

Pallawi Pharma
02.2011 - 07.2015

i have manage all City Territory Doctors and visit Hospital , Clinic and Sales the medicine of Pallawi Pharma which one Provide by Stockiest.

Education

Bachelor of Arts -

Purvanchal University Jaunpur(Satish Chandra Maha Vidyalaya)
Ballia
04.2001 -

Skills

NPS Product Expertise

Institutional & Government Relationship Management

Financial Product Cross-Selling

Business Development&Target Achievement

Communication& Interpersonal Skills

Client Engagement & ProductEducation

Team building and leadership

Sales strategies

Employee training

Sales planning

Timeline

Area Head

Aditya Birla Sun Life Insurance (RPV)
05.2023 - Current

Key Relationship Manager

ICICI Prudential Life Insurance Company
08.2022 - 05.2023

Assistant Manager

HDFC Life Insurance
08.2021 - 05.2023

Renewal Executive

Shriram Life Insurance Company
10.2018 - 07.2020

Key Relationship Manager

Reliance Life Insurance Company
09.2015 - 05.2016

PD Base Medical Representative

Pallawi Pharma
02.2011 - 07.2015

Bachelor of Arts -

Purvanchal University Jaunpur(Satish Chandra Maha Vidyalaya)
04.2001 -
Vishwajeet ChaurasiaResults-oriented and Financial Services Professional with 7+ years of experience in Government Pension Fund Acquisition, Corporate Acquisition, and Financial Product Promotion in Life insurance . Proven Success in Managing Gov & Public Sector Clients, Sourcing Government Institutional NPS Accounts, Driving NPS Engagement, and Offering a full suite of NPS and Financial Solutions Including, Asset, and Investment Products like Life Insurance and MF. Adept at Stakeholder Engagement with Government Office CG & SG as well CASB & SAB Department, Business Growth, and Claim in High-Pressure Environments.