Experience

InsurMonthly

• India
• Wellness and Fitness Services
• 1 - 100 Employee

• Senior Cluster Head

  • Jun 2021 - Jan 2022



SBP GROUP

• India
• Real Estate
• 100 - 200 Employee

• Project Head- AGM Sales

  • May 2018 - Jun 2021



Axis Bank

• India
• Banking
• 700 & Above Employee

• Branch Manager

  • Jan 2013 - Apr 2018

  Handling the team BDEs in term of CASA,IPG,Assets and all banking portfilio. Handling the team BDEs in term of CASA,IPG,Assets and all banking portfilio.



ING Vysya Bank

• Manager Wealth

  • Jul 2010 - Dec 2012

  Handling the sales of third party products such as MF & Insurance. Ensuring customer satisfaction by seeking constant feedback and guiding customer on rate movement & cross currency operations. Securing business by achieving delivery of service quality norms by interacting with clients, handling customer’s requests & grievances for customer satisfaction. Keeping track of rate movements & advising the customers to take positions. Framing financial management strategies for… Show more Handling the sales of third party products such as MF & Insurance. Ensuring customer satisfaction by seeking constant feedback and guiding customer on rate movement & cross currency operations. Securing business by achieving delivery of service quality norms by interacting with clients, handling customer’s requests & grievances for customer satisfaction. Keeping track of rate movements & advising the customers to take positions. Framing financial management strategies for individuals and business owners towards the accomplishment of their goals. Providing HNI clients with financial services with a view to protect and transfer their wealth by solving complex needs about investment planning. Understanding financial requirements and evaluating risk return, constraints & horizon. Ensuring that optimal Level of Income generating Product Group Holding is reached. Achieve all the Income target by selling insurance. Show less Handling the sales of third party products such as MF & Insurance. Ensuring customer satisfaction by seeking constant feedback and guiding customer on rate movement & cross currency operations. Securing business by achieving delivery of service quality norms by interacting with clients, handling customer’s requests & grievances for customer satisfaction. Keeping track of rate movements & advising the customers to take positions. Framing financial management strategies for… Show more Handling the sales of third party products such as MF & Insurance. Ensuring customer satisfaction by seeking constant feedback and guiding customer on rate movement & cross currency operations. Securing business by achieving delivery of service quality norms by interacting with clients, handling customer’s requests & grievances for customer satisfaction. Keeping track of rate movements & advising the customers to take positions. Framing financial management strategies for individuals and business owners towards the accomplishment of their goals. Providing HNI clients with financial services with a view to protect and transfer their wealth by solving complex needs about investment planning. Understanding financial requirements and evaluating risk return, constraints & horizon. Ensuring that optimal Level of Income generating Product Group Holding is reached. Achieve all the Income target by selling insurance. Show less



HDFC Bank

• India
• Banking
• 700 & Above Employee

• Deputy Manger

  • Feb 2008 - Jul 2010

  Job Profile: · Handling the Portfolio of HNI customers in kalka (Classic Group). · Achieve all the Income target by selling insurance. · Generating business leads from the database provided and converted leads into sales. · Achieve all the YTD targets of CASA, Dmet, Hsl , Credit Cards ,Assets ,PB Productivity, Sales to Portfolio, CTG , GIPH, PB Score Card, Income targets by selling TPP income Like Insurance, MF & SIPS. · Handling the team of coex- Credit card BDR, Dmet Hsl… Show more Job Profile: · Handling the Portfolio of HNI customers in kalka (Classic Group). · Achieve all the Income target by selling insurance. · Generating business leads from the database provided and converted leads into sales. · Achieve all the YTD targets of CASA, Dmet, Hsl , Credit Cards ,Assets ,PB Productivity, Sales to Portfolio, CTG , GIPH, PB Score Card, Income targets by selling TPP income Like Insurance, MF & SIPS. · Handling the team of coex- Credit card BDR, Dmet Hsl Coex, TPP coex and Assets Coex. In Operation ,Process of account opening, account Closure, CH 126 Calling, DSR, CRA , EMARS,CLAPS,CCM Update on daily basis, LTS of Assets, Process of Dmet Account & HSL, Account activation. Achievements: Won PAN India in the NET 20 PREMIER LEAGUE-2 Contest in Jan 2010. Appreciated as Toppest PB Sales (North 2 Zone 3),in 'In Touch with Life' HDFC Bank Magzine for Quater of OND'09. Top Scorer in PAN India-Quiz Contest of Debit Card & Phone Banking. Qualified for New Zealand Trip by selling insurance of 28 lac in the month of Jan & Feb 2010, Qualified for Bangkok Trip by selling insurance of 10Lacs . Sucessesfully acquired the value of 3 crore in PB portfolio in jan 2010. Received Trophy by Regional head of HDFCSLIC in Nov 2009 for over achieve Insurance target. Got Awards of Recognition for Selling TPP Income By Regional Head in March 2009. Picked Insurance of 12 lacs premium in Feb 2010 & 10 lacs premium in Feb 2009. Opened saving account with the value of 50 lacs Jan 2009. Show less Job Profile: · Handling the Portfolio of HNI customers in kalka (Classic Group). · Achieve all the Income target by selling insurance. · Generating business leads from the database provided and converted leads into sales. · Achieve all the YTD targets of CASA, Dmet, Hsl , Credit Cards ,Assets ,PB Productivity, Sales to Portfolio, CTG , GIPH, PB Score Card, Income targets by selling TPP income Like Insurance, MF & SIPS. · Handling the team of coex- Credit card BDR, Dmet Hsl… Show more Job Profile: · Handling the Portfolio of HNI customers in kalka (Classic Group). · Achieve all the Income target by selling insurance. · Generating business leads from the database provided and converted leads into sales. · Achieve all the YTD targets of CASA, Dmet, Hsl , Credit Cards ,Assets ,PB Productivity, Sales to Portfolio, CTG , GIPH, PB Score Card, Income targets by selling TPP income Like Insurance, MF & SIPS. · Handling the team of coex- Credit card BDR, Dmet Hsl Coex, TPP coex and Assets Coex. In Operation ,Process of account opening, account Closure, CH 126 Calling, DSR, CRA , EMARS,CLAPS,CCM Update on daily basis, LTS of Assets, Process of Dmet Account & HSL, Account activation. Achievements: Won PAN India in the NET 20 PREMIER LEAGUE-2 Contest in Jan 2010. Appreciated as Toppest PB Sales (North 2 Zone 3),in 'In Touch with Life' HDFC Bank Magzine for Quater of OND'09. Top Scorer in PAN India-Quiz Contest of Debit Card & Phone Banking. Qualified for New Zealand Trip by selling insurance of 28 lac in the month of Jan & Feb 2010, Qualified for Bangkok Trip by selling insurance of 10Lacs . Sucessesfully acquired the value of 3 crore in PB portfolio in jan 2010. Received Trophy by Regional head of HDFCSLIC in Nov 2009 for over achieve Insurance target. Got Awards of Recognition for Selling TPP Income By Regional Head in March 2009. Picked Insurance of 12 lacs premium in Feb 2010 & 10 lacs premium in Feb 2009. Opened saving account with the value of 50 lacs Jan 2009. Show less



TATA AIG Life Insurance Company Ltd

• Sales Team Leader

  • Feb 2007 - Feb 2008

  Job Profile: · Achieving and exceeding sales targets as set by company. · Managing daily performance of FSOs. · Generating business leads from the database provided and converted leads into sales. · Proving Training and on the job Coaching to FSO. · Completion of documentation and ensuring issuance of policies, including daily sales and other MIS reports as required. Achievements: Best STL for the months of March, April, May and June for giving the best business in all… Show more Job Profile: · Achieving and exceeding sales targets as set by company. · Managing daily performance of FSOs. · Generating business leads from the database provided and converted leads into sales. · Proving Training and on the job Coaching to FSO. · Completion of documentation and ensuring issuance of policies, including daily sales and other MIS reports as required. Achievements: Best STL for the months of March, April, May and June for giving the best business in all UP. Appreciated efforts by RM, ASM and National Head. Show less Job Profile: · Achieving and exceeding sales targets as set by company. · Managing daily performance of FSOs. · Generating business leads from the database provided and converted leads into sales. · Proving Training and on the job Coaching to FSO. · Completion of documentation and ensuring issuance of policies, including daily sales and other MIS reports as required. Achievements: Best STL for the months of March, April, May and June for giving the best business in all… Show more Job Profile: · Achieving and exceeding sales targets as set by company. · Managing daily performance of FSOs. · Generating business leads from the database provided and converted leads into sales. · Proving Training and on the job Coaching to FSO. · Completion of documentation and ensuring issuance of policies, including daily sales and other MIS reports as required. Achievements: Best STL for the months of March, April, May and June for giving the best business in all UP. Appreciated efforts by RM, ASM and National Head. Show less



Niranjan Decoflocks Pvt. Ltd

• Worked

  • Jun 2004 - Feb 2007

  Job Profile: · Maintain the Customer’s Account. · Take orders and collect the payments from our existing customers all over Punjab, Haryana, HP, and Jammu... · Responsible for providing Daily Status Reports. · Focusing on new segments like Home Furnishing Exporters, Bus Body Builders, Bag industries, shoes industries etc. Achievements: After one month service get the area of whole of Punjab. Get increment in my salary after 6 months. Later given the entire North i.e… Show more Job Profile: · Maintain the Customer’s Account. · Take orders and collect the payments from our existing customers all over Punjab, Haryana, HP, and Jammu... · Responsible for providing Daily Status Reports. · Focusing on new segments like Home Furnishing Exporters, Bus Body Builders, Bag industries, shoes industries etc. Achievements: After one month service get the area of whole of Punjab. Get increment in my salary after 6 months. Later given the entire North i.e. Punjab, Haryana, HP and J&K. After 1year and 6month,offered to look after North, East, Delhi, Gurgaon & Noida. Show less Job Profile: · Maintain the Customer’s Account. · Take orders and collect the payments from our existing customers all over Punjab, Haryana, HP, and Jammu... · Responsible for providing Daily Status Reports. · Focusing on new segments like Home Furnishing Exporters, Bus Body Builders, Bag industries, shoes industries etc. Achievements: After one month service get the area of whole of Punjab. Get increment in my salary after 6 months. Later given the entire North i.e… Show more Job Profile: · Maintain the Customer’s Account. · Take orders and collect the payments from our existing customers all over Punjab, Haryana, HP, and Jammu... · Responsible for providing Daily Status Reports. · Focusing on new segments like Home Furnishing Exporters, Bus Body Builders, Bag industries, shoes industries etc. Achievements: After one month service get the area of whole of Punjab. Get increment in my salary after 6 months. Later given the entire North i.e. Punjab, Haryana, HP and J&K. After 1year and 6month,offered to look after North, East, Delhi, Gurgaon & Noida. Show less



Ambuja Cements Limited

• Project

  • Jul 2003 - Sep 2003

  Project Profile: "An evaluation of the Services in Cement Industry", conducted a study on the value added services offered by GACL on site. Additional Responsibilities: To meet with customers, contractors, Architector, Mason & dealers to inform them about the services of Ambuja Cement. Project Undertaken Done a project on Management Information System for Allengers Medial Systems Ltd to know the level of information in the organization regarding IT… Show more Project Profile: "An evaluation of the Services in Cement Industry", conducted a study on the value added services offered by GACL on site. Additional Responsibilities: To meet with customers, contractors, Architector, Mason & dealers to inform them about the services of Ambuja Cement. Project Undertaken Done a project on Management Information System for Allengers Medial Systems Ltd to know the level of information in the organization regarding IT Industry. Project Profile: To know the awareness level of the employees regarding Management Information System implemented in the organization. Done One month Project in Siemens Project Profile: Surveyed corporates in Dharamshala, Kangra and Hamirpur (H.P.) to study their existing of EPBAX System. One month project in HDFC Standard Life Insurance Project Profile: To know awareness level about Privatization in HDFC Standard Life Insurance. Show less Project Profile: "An evaluation of the Services in Cement Industry", conducted a study on the value added services offered by GACL on site. Additional Responsibilities: To meet with customers, contractors, Architector, Mason & dealers to inform them about the services of Ambuja Cement. Project Undertaken Done a project on Management Information System for Allengers Medial Systems Ltd to know the level of information in the organization regarding IT… Show more Project Profile: "An evaluation of the Services in Cement Industry", conducted a study on the value added services offered by GACL on site. Additional Responsibilities: To meet with customers, contractors, Architector, Mason & dealers to inform them about the services of Ambuja Cement. Project Undertaken Done a project on Management Information System for Allengers Medial Systems Ltd to know the level of information in the organization regarding IT Industry. Project Profile: To know the awareness level of the employees regarding Management Information System implemented in the organization. Done One month Project in Siemens Project Profile: Surveyed corporates in Dharamshala, Kangra and Hamirpur (H.P.) to study their existing of EPBAX System. One month project in HDFC Standard Life Insurance Project Profile: To know awareness level about Privatization in HDFC Standard Life Insurance. Show less