Key Account Manager

• Sep 2023 - Present

Area Head

• Mar 2023 - Sep 2023

heading 4 clusters of AU-SFB for Life Insurance business with a team of 11 SRM/RM.. Responsible for top line achievement along with sales after service, persistency.. heading 4 clusters of AU-SFB for Life Insurance business with a team of 11 SRM/RM.. Responsible for top line achievement along with sales after service, persistency..

Regional wealth head

• Jan 2021 - Mar 2023

Heading wealth business (LI, HI & GI and MF). Responsible for Top line achievement, Renewal persistency , Product n process trainings, R&R .. product n industry awareness to all the employees for better customer servicing n prospecting.. Heading wealth business (LI, HI & GI and MF). Responsible for Top line achievement, Renewal persistency , Product n process trainings, R&R .. product n industry awareness to all the employees for better customer servicing n prospecting..

Regional Sales Manager

• Nov 2019 - Nov 2020

Handling relationship of Canara Bank and Canfin homes... handling 248 branches with team of 6 RMs.. responsible for top line budget, Increase of market share, client/bank servicing, retention and fresh increment along with Cross sell.. Handling relationship of Canara Bank and Canfin homes... handling 248 branches with team of 6 RMs.. responsible for top line budget, Increase of market share, client/bank servicing, retention and fresh increment along with Cross sell..

Area Sales Manager

• Jan 2018 - Nov 2019

Relationship Manager

• Aug 2016 - Dec 2017

Taking care of uttar Pradesh and Madhya Pradesh for Banks and affinity vertical. Currently looking after relationship of Muthoot Finance and Manappuram Gold loan of UP, Punjab and Haryana.. Also looking after UCO bank relationship for Lucknow zone. Handled team of 4 Relationship officers. Taking care of uttar Pradesh and Madhya Pradesh for Banks and affinity vertical. Currently looking after relationship of Muthoot Finance and Manappuram Gold loan of UP, Punjab and Haryana.. Also looking after UCO bank relationship for Lucknow zone. Handled team of 4 Relationship officers.

Senior Channel Sales Manager

• Sep 2014 - Aug 2016

Taking care of 101 branches of Canara bank Lucknow circle for health insurance business Issuance of the cases,pendency resolution and taking care of claims. Maintaining MIS on a day to day basis and floating to the branches Training to the branches about product and process Organizing various health camps in the branches for awareness as well as sales also. Taking care of 101 branches of Canara bank Lucknow circle for health insurance business Issuance of the cases,pendency resolution and taking care of claims. Maintaining MIS on a day to day basis and floating to the branches Training to the branches about product and process Organizing various health camps in the branches for awareness as well as sales also.

Unit Sales Manager (Branch Banking)

• Jan 2012 - Aug 2014

I was taking care a cluster of 7 branches of ICICI bank for generating and promoting general insurance business. Managed relationship from bottom line JO to RH,CBM,BM. Maintaining MIS on day to day basis. Training to branch staff for GI products. Joint corporate calls with WM And BSM for corporate deals. daily tracking of forex desk for travel insurance business. Home loan protection plan sourcing to home loan customers. I was taking care a cluster of 7 branches of ICICI bank for generating and promoting general insurance business. Managed relationship from bottom line JO to RH,CBM,BM. Maintaining MIS on day to day basis. Training to branch staff for GI products. Joint corporate calls with WM And BSM for corporate deals. daily tracking of forex desk for travel insurance business. Home loan protection plan sourcing to home loan customers.

Relationship Officer

• Oct 2009 - Jan 2012

I was part of investment & advisory vertical of Dhanlaxmi bank.I have to generate business directly from the open market as well cross sell to existing customers. major products was CA SA ,Life Insurance,General Insurance,Mutual Funds,Gold. Also provide training to Branch staff for life & general insurance products. Achievements -promoted senior officer from officer in 2011 I was part of investment & advisory vertical of Dhanlaxmi bank.I have to generate business directly from the open market as well cross sell to existing customers. major products was CA SA ,Life Insurance,General Insurance,Mutual Funds,Gold. Also provide training to Branch staff for life & general insurance products. Achievements -promoted senior officer from officer in 2011

Financial Advisor

• Aug 2007 - Sep 2009

freelancer agent.. sold 45 NOPs with 10.42 lac of FYP freelancer agent.. sold 45 NOPs with 10.42 lac of FYP