To associate with an Esteem Organization where I could explore my Knowledge, Skills and to be a part of the team .
- Fox pro
- Ms - Office:
- Power point
- Recruiting Channel Development Associates and Training for Goal Setting.
- Motivating CDA to Recruitment of Advisor and Green Liner Activity
- Arranging Education about IC - 33 for IRDA Exam Clearance
- Injecting Product Glance to Sales Pitch
- Confidential Calls along with CDA & Advisor for New Business
- Handling Customer Care Executive in Query Handling and Customer Service.
- Taking Care of Operations and Cash Management system.
- Maintaining 13th Month Persistency at 65%.
Manager-Commodity & Currency
- Handling Team front end 8 Branchs and 42 Active Business Partners .
- New Client Acquisition, Client Retention, Mitigating Client Risk, Product Training and Business Reviews, Client Seminars about Product Awareness.
- Finding potential Locations to Appointing New Business Partners.
- Preparing MIS of RM Channel on The Daily/Monthly Sales and Revenue.
- Recruiting Servicing Team with the Co-ordination of HR Dept.
- Handling the team of 18 Relationship Managers and 3 Dealers in Capital Markets,Derivatives,Commodity,Currency,Mutual Funds,PMS and Insurance.
- Supporting Existing Franchisee to get Confidential Clients & Generating Revenue and acquiring new franchisee.
- Solving the queries of Franchisee and Team members.
- Preparing the daily sales MIS and Reporting to Territory Manager.
- Generating 4 leads with Cold Call activity/Telecalling.
- Converting Lead to Prospect and Increase sales by Customer Reference.
- Preparing the daily sales MIS.
- Reporting to Branch Sales Manager