Skilled Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills.
● Handled two Verticals namely S&D (Sales & Distribution), M&NI (Marketing & New Initiatives).
● Handled a team of 15 Sales Officers, 1 Relationship Manager, 1 Team leader pertaining to both the Verticals.
● Ensured completion of Targets on Monthly, Quarterly, Half yearly & Yearly basis of all the channels.
● Core control over Operations and the Loss Ratio of the branch & strict compliance against settling the Claims \reported in and around Vellore.
● Analyzing social or economic data and advise clients/customers on financial matters
● Collect, Compile statistical data and communicate technical information
● Maintain databases and evaluate degree of financial risk.
● Follow contract, property, or insurance laws and maintain awareness of social trends
● Make presentations on financial matters and prepare reports.
● To Recruit Relationship Managers, Executives and motivate them to achieve their targets and monitor the team on a quarterly basis and appraise them once in half year.
● To handle five different channels viz 1) Multi line 2)Bank assurance 3)Brokers 4)motor dealers 5)Corporate agents
● To achieve yearly budget assigned to all the above mentioned channels
● To have core control over the under writing process.
● To concentrate claims pertaining to motor & Non-motor products.
● To collate my team to maintain their MIS Reports, PR reports, LOB reports, Claim status reports.
● To conduct weekly team meeting on regular basis with all my channel members.
● Will attend my monthly regional meet and submit my monthly report to my immediate reporting authority.
● To conduct Product, Club membership, Recruitment training, with my team members every fortnight.
● Concentrate to retain the club membership’s of the top performing agents.
● Active services with regard to sales and claims to the motor dealers, banks & brokers we deal with.
● To achieve my target assigned to me on a monthly, quarterly & yearly basis and monitor the same
● Recruiting quality financial consultants
● Training them to get IRDA licensed.
● Doing marketing activities to generate business through financial consultants.
● Reporting directly to the branch manager daily.
● Arranging Weekly unit meetings.
● Actively participating in Unit, Branch and regional meetings.
● After sales customer service.
● Consecutively given 3 club members of the company in 3 years.
● Consistently achieve targets in all the parameters.
● Won quick manager award in territory contest.
● Handling a team of 50 consultants and activate them on regular basis.
● Gathered a group of 300 employees of NLC, Neyveli and sourced Rs.7Lakhs of premium from a activity.
● Given a task to take charge as acting BM for 5months in absence of Branch Manager in my branch. Wherein 8 FLS was reporting to me and in turn I report to my Territory Manager
● To sell the Aircel Sim-cards assigned to me as a target on monthly basis