Swastik Upadhyay

Senior Dealer at Choice Financial
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Contact Information
us****@****om
(386) 825-5501
Location
Chengalpattu, Tamil Nadu, India, IN
Languages
  • Hindi -
  • English -
  • Nepali -
  • Bengali -
  • Assamese -

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Experience

    • United States
    • Banking
    • 200 - 300 Employee
    • Senior Dealer
      • Apr 2018 - Present

    • Senior Sales Manager
      • 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

    • United Kingdom
    • Financial Services
    • Equity Sales Trader
      • Jun 2016 - Nov 2017

Education

  • Silchar Collegiate Schoo;
    Class 10
    1997 - 2007

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