Swastik Upadhyay
Senior Dealer at Choice Financial- Claim this Profile
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Hindi -
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English -
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Nepali -
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Bengali -
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Assamese -
Topline Score
Bio
Experience
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Choice Bank
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United States
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Banking
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200 - 300 Employee
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Senior Dealer
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Apr 2018 - Present
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PNB Metlife India Insurance Co. Ltd.
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Silchar Area, India
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Senior Sales Manager
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Nov 2012 - Present
• Holds the distinction of generating business worth Rs. 85 Lakhs till date • Excellent track record of: o Qualifying for Agency Congress Contest by generating business of Rs. 8 Lakhs and licensing 2 Advisors in 3 months o Winning Sikandar Contest PAN India by recruiting the highest number of people in the East Zone o Produced 2 Club Member Advisors • Recognised Best Sales Manager of the Branch for 3 times • Instrumental in leading a team of 11 members; also led a team of 10 Advisors and sourced major business through them • Devising & implementing competitive strategies for generating sales; developing and expanding market share towards the achievement of revenue & profitability targets • Making the business viable by ensuring healthy ROI; initiating contact with potential customers for developing leads, sales & cross selling of Insurance products • Undertaking complete study of local competitive landscape and identifying a Roadmap for the Alliance; identifying alliances and business synergies required to put through the identified Road Map • Devising & effectuating Go-to-Market Strategy with accountability of launching new products and winning deals • Developing effective relationship with HNI clients to ascertain rendering of quality service and achieving customer delight for business retention/enhancement • Ensuring maximum customer satisfaction by providing prompt & superior customer support & building market credibility through loyalty programmes • Undertaking recruitment of Advisors and providing direction & motivation to the team for expanding sales of Insurance products; trainings the newly recruited advisors on guidelines of IRDA Show less
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J M FINANCIAL MANAGEMENT LTD.
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United Kingdom
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Financial Services
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Equity Sales Trader
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Jun 2016 - Nov 2017
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Education
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Silchar Collegiate Schoo;
Class 10