Insurance Broker

• Apr 2022 - Present

Associate Insurance Advisor

• Jun 2021 - Mar 2022

Mortgage Specialist

• Jun 2020 - Dec 2020

Insurance Sales Representative

• Jul 2018 - Apr 2020

Sales Manager

• Dec 2013 - Jul 2017

• To achieve Branch sales targets through team of insurance advisors. • Develop the sales network, help recruit/induct and develop potential insurance advisors. • Making Joint sales call with advisors when required and develop/hone their selling skills. • Establish and maintain high standards of sales quality, as measured by productivity, customer complaints and repeat business. • Recruit consultants to agreed profiles and within the stipulated time to achieve business plan targets for the Branch. • Establish sales reporting mechanisms as per company protocol. Show less

Assistant Manager

• Aug 2013 - Nov 2013

• Achieve sales targets from assigned bank branches with increased penetration across relationship manager, client base /Branch base. • Regular product training / refresher to the sales force for the branch. • Ensure activation of bank branches on a weekly, fortnightly, and monthly basis. • Drive productivity by right advising on insurance solutions. • Drive effectively the Reward and recognition programs launched for the bank staff. • Achieve sales targets from assigned bank branches with increased penetration across relationship manager, client base /Branch base. • Regular product training / refresher to the sales force for the branch. • Ensure activation of bank branches on a weekly, fortnightly, and monthly basis. • Drive productivity by right advising on insurance solutions. • Drive effectively the Reward and recognition programs launched for the bank staff.

Sales Manager

• Mar 2012 - Jul 2013

• Responsible to expand broker portfolios by identifying and providing insurance solutions with the continuous focus on new business development. • Responsible for identifying and developing new franchises to promote retail lines of business • Develop presentations for management to identify the business and cross selling opportunities to implement market strategy and to optimize business opportunities. • Responsible for maximum broker activation for business expansion in all lines of business and maintaining strong relations with them Show less

Relationship Manager

• Aug 2011 - Feb 2012

• Responsible for handling the Marketing & Sales of Insurance products including Fire, Marine, Engineering, Weather Insurance and Motor Insurance, etc. through brokers. • Prepare quotations for corporate clients and Government tenders. • Manage data and maintenance of records. • Development of marketing strategies by monitoring the performance of various schemes and accordingly incorporating the findings • Responsible for handling the Marketing & Sales of Insurance products including Fire, Marine, Engineering, Weather Insurance and Motor Insurance, etc. through brokers. • Prepare quotations for corporate clients and Government tenders. • Manage data and maintenance of records. • Development of marketing strategies by monitoring the performance of various schemes and accordingly incorporating the findings

Agency Development Manager

• Oct 2006 - Jul 2011

• Responsible for sales & marketing of Property & Casualty, Travel, Health and Commercial insurance products. • Recruit and provide guidance to motivate Insurance agents to generate profit and achieve business. • Provide product and sales training to hired insurance agents. • Handling Small & Medium Enterprises & tapping new markets/segments to accomplish targets. • Responsible for sales & marketing of Property & Casualty, Travel, Health and Commercial insurance products. • Recruit and provide guidance to motivate Insurance agents to generate profit and achieve business. • Provide product and sales training to hired insurance agents. • Handling Small & Medium Enterprises & tapping new markets/segments to accomplish targets.