SBI Securities

currently handling a team of eleven relationship officers for the banca channel for Dhule and Nandurbar district STATE BANK OF INDIA branches.

Sales Manager

Aviva India

Handling all branch operation like AML function, ensure all works ongoing as per audit guidelines.
Ensure the adhered Compliance and Risk by Branch.
Providing customer support for paying renewal premium , policy servicing , claim process 
additionally process new business scrutiny , handling and approve the financial and non- financial intimated requests like profile updating , partial withdrawals payouts , surrender payouts  , unclaimed amounts, maturity payouts.
Cross Sell the product of Aviva life and generate the business leads for Aviva Direct Channel to expand the business and customer business.
Handling Branch Admin and finance related queries.

Branch Service Group

Aditya Birla Sun Life Insurance

Training & Mentoring the Sales team on Documentation / Process / Guidelines adherence, across AP/TS 
The Sales & CSE team consist around 150+ people.
Managing Cash/Cheque received for New business and as well as renewal premium
Taking up customer queries and getting them resolved by myself. 
Generating leads from walk-in-customers.
Premium fallow-up with customers. 
To ensure our Sales team / CSE team follow the rule of 100% First Time Right Basis transactions.
To ensure the SLAs are adhered without any discrepancies.
To ensure any escalations/queries raised by the Bank are being resolved with-in specific TAT.
To ensure the Sales/CSE team are in equal co-ordination to ensure smooth work transactions for better results.
To educate the sales team on process guidelines downloading on time to time & as and when required.
To ensure the sales team are adhering the compliance guidelines like No Forgery, Non Tampering of Documents etc.
To ensure a weekly meeting is called up with Sales to understand the Service level issues and to ensure the same are addressed with in specific TAT.
Investigation of claims.
Maintain records of converted and non-converted policies.
Preparation of Daily & Monthly reports from the Branches.
Preparation of weekly reports for rest of Maharashtra region.
Preparing various MIS for presentation purpose for Zonal Manager.

Senior Executive in Zonal Operation and Customer Service 

Arkad  Distribution Services Limited

Business to Customer and Business to Business  Services.
Generate the leads for General Insurance,Life Insurance, Health insurance,Loans.
Fix meeting with high assets clients.
Push the team for complete daily target.
Led full staff weekly  meetings to discuss sales strategy, performance goals.
Reported results to upper management on a daily, weekly & monthly basis.

Deputy manager

5paisa

Engaged existing customer segment in order to upsell individual accounts.
Maintained administrative tasks involving installation and customer satisfaction.
Selling products and service of company through leads.
Identified clients' needs and cultivated effective sales strategies via the phone.
Effectively run a sales presentation by actively listening, overcoming objections, and building consensus with prospective clients.
Ensuring maximum activations through leads.

Sales Associate Intern

having four year plus experience of sales , customer support in NBFC industry

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