Experience

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  PFG Money

  • Australia

  • Sales and Marketing Head

    • Dec 2023 - Present
    • Australia

    Forex & Money Remittance

• 

  Takaful Emarat-Insurance (P.S.C)

  • Dubai

  • Senior Officer - Broker Relationship

    • Apr 2015 - Jun 2023
    • Dubai

    • Handling 24 brokers in Dubai, Sharjah & Abu Dhabi for Individual Life Insurance Business.• Visiting brokers on regular intervals for building relationship with the management team and consultants for increasing productivity.• Periodical product training's provided to the brokers and organizing different contests at various levels to motivate the managers and consultants for business development.• Planning and implementing various strategies to achieve business goals aimed towards the growth in business volumes as well as profitability while analyzing the competitor’s strategies and proceeding.• By understanding the requirements, ensuring timely support to the brokers on submission of proposals, pending clearance, policy issuance, and commission payment. • Accountable for fulfilling the sales targets by implementing various strategies.

• 

  State Bank of India Life

  • Kottayam Area, India

  • Sr. Business Development Manager

    • Dec 2010 - Mar 2015
    • Kottayam Area, India

    • Handled the channel State Bank of Travancore, the leading Nationalized bank of Kerala.• Lead the team of 46 branches with 52 Certified Insurance Facilitators (CIF) & Branch Managers to promote Insurance business. • Managed relationship with Bancassurance Partner State Bank of Travancore (SBT) at Zonal level by submitting Month on Month activity reports & Strategies for business development.• Ensured achievement of Budgets in order to contribute in overall growth of the company as well as to business partner in accumulating the revenue from cross selling activities.• Presentation of business performance to Deputy General Manager (DGM) & Asst. General Managers (AGM), in order to assess the cross selling activities in Zone. • Conducted Cluster meeting every month and training programs for CIF, Field Officers & Branch Heads.• Coordinating with the AGM, DGM & updating them with the activities, MIS on weekly basis.• Joined as Business Development Manager and promoted as Senior BDM in 2012.• Top MDRT created Zone in consecutive years FY 2013 & 2014.

• 

  Aviva

  • Kottayam Area, India

  • SALES MANAGER

    • Jan 2008 - Nov 2010
    • Kottayam Area, India

    • Joined on Feb 2008 and handled Punjab National Bank, Centurion Bank Of Punjab, & Indusind Bank.• Handled Corporate Partners like Bajaj Capital Ltd, Religare and Manappuram Finance and Managed a team of 13 Financial Planning Consultants (FPC).• Conducting branch meetings at various Centurion Bank Of Punjab bank and IndusInd branches to ensure increased brand awareness and constant lead generation• Co-ordination with Centurion Bank Of Punjab and IndusInd Bank circle heads and nodal executives of Centurion Bank of Punjab for all circle level review meeting• Motivated team members to achieve the budgets allotted and Ensured expected productivity achievement from all Financial Planning Consultants.• Conducting regular team meeting and training programs on regulatory policy changes and on products and process.• Regular training’s were conducted to the relationship team in each bank branches.• Conducting HNI customer meet with Relationship manager’s & Customer service Executives of the respective branches• Joined as Asst. Sales Manager and promoted as Sales Manager in 2009.

• 

  ICICI Lombard

  • Kottayam, Kerala, India

  • Channel Development Manager

    • Dec 2006 - Feb 2008
    • Kottayam, Kerala, India

    • Generated Medical and Vehicle Insurance business through corporate relationships as well as Consultants and make new relationships on a wide base.• Handled Corporate relationships of Muthoot Fincorp, Mahindra Finance, Suprasesh Broking, & Religare• Managing a team of Unit Sales Manager and Sales officer’s and Coordinate the sales activities through them.• Training and motivating the Consultants for effective sales.

• 

  MetLife

  • India

  • Sr. Channel Sales Officer

    • Jul 2005 - Dec 2006
    • India

    • Handled Dhanalakshmi Bank Ltd, 3 branches in Kottayam District• To generate insurance business through relationships and from local market.• Conducting promotional activities at regular intervals for lead generation.• Worked with the senior staff of the branch to achieve business.• Joined as Channel Sales Officer and promoted as Sr. Channel Sales Officer in 2006.