Vishwajeet Chaurasia
Uttar Pradesh
Summary
Finance professional with 8+ years of experience in government pension fund acquisition, corporate acquisition, and life insurance product promotion. Applies expertise in long-term wealth creation and retirement solutions to support national social security objectives. Builds relationships with government, corporate, and individual subscribers to drive adoption of national pension schemes.
Overview
11
11
years of professional experience
Work History
Area Head
Aditya Birla Sun Life Insurance RPV
Gorakhpur
05.2023 - Current
- Achieved 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 | 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.
- Evaluated team's progress against targets and provided guidance for career development, ensuring business quality, persistency, and effective cross-selling of retirement planning products such as life insurance annuities.
- Cultivated sales behaviour in the team by implementing DSR (Daily Sales Reporting) with Assistant Managers, Deputy Manager, and Territory Manager.
- Offered guidance and training to the team and attended joint calls to assist in handling objections and closing deals.
- Team Management
Key Relationship Manager
ICICI Prudential Life Insuranc
Patna
08.2022 - 05.2023
- Managed distribution and marketing strategies for NPS across various regions., NPS Distribution For Government Organization .Specially in East and west part of Uttar pradesh.
- Met sales targets by connecting daily with Nodal Officers in Government offices and assisting them with product and performance reports 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.
Assistant Sales Manager
Hdfc Life Insurance
Gorakhpur
08.2021 - 08.2022
- 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
Renewal Manager
Shri Ram Life Insurance
Ballia
10.2018 - 07.2020
- Looking all Direct Channel Segment Renewal Collections & Cross Sales Of Life insurance .
Key Relationship Manager
Reliance Nippon life Insurance
Ballia
09.2015 - 05.2016
- Sales and Cross Sale the Life Insurance Product Through Direct Loyalaty Channel.
Education
Bachelor of Art -
Purvanchal University
Jaunpur, UP01-2006
12th Senior Secondary -
UP Board
Allahabad01-2003
10th Higher Secondary -
UP Board
Allahabad01-2001
Skills
- NPS distribution
- Government liaison
- Pension fund migration
- CRA system
- Team leadership
- Performance monitoring
- Strategic planning
Key Responsibilities
Manage and mentor a team of Assistant manager/ Deputy Manager/Territory Manager.
Drive acquisition and growth of Team in the assigned area .
Achieve business Target for NPS Fund and Annuity Products.
Conduct Training and Session and Government client meet and on Ground relationship building.
Ensure quality , Compliance and productive business Practices.
Declaration:-
I Vishwajeet Kumar Chaurasia ,declare that all the above information is true and correct to the best of my knowledge I am committed to contributing effectively and growing with in the financial sector.
(Vishwajeet Chaurasia)
Timeline
Area Head
Aditya Birla Sun Life Insurance RPV
05.2023 - Current
Key Relationship Manager
ICICI Prudential Life Insuranc
08.2022 - 05.2023
Assistant Sales Manager
Hdfc Life Insurance
08.2021 - 08.2022
Renewal Manager
Shri Ram Life Insurance
10.2018 - 07.2020
Key Relationship Manager
Reliance Nippon life Insurance
09.2015 - 05.2016
Bachelor of Art -
Purvanchal University
12th Senior Secondary -
UP Board
10th Higher Secondary -
UP Board