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BTM Branch Training Manager Insurance [Query]
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BTM Branch Training Manager Insurance [Query]
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[QUOTE=Guest;143530]PRAKASH.P [b]E-mail [/b]: pramprakash AT gmail.com WEALTH MANAGER – ICICI BANK LTD., Bangalore[Since Mar’11] - Ensure regular contact with all mapped clients through regular weekly / Monthly Calls while increasing the Fee Income - Daily tracking of & personal meeting with Clients - Ensuring availability to clients at all points in time - Ensuring 100 % client penetration for business sourced [CASA, NCA, PMS, Equities, Property Servicing, Derivatives, Life Insurance, General Insurance, Gold, Home Loan, Auto Loan, Personal Loan, Real Estate, Mutual Fund, Deposits, Credit Cards, Etc.,] - Ensuring regular availability of Research material and inputs to the client - Ensure delivery of client portfolio on a monthly basis TRAINING MANAGER-Salem[12 Branches] (June 2008 – March 2011) Reliance Life Insurance Company Ltd., - Train the team of Branch Trainers, agents and Sales Mangers[120 on board] on life insurance products - Develop concept, system and policy in the area of Training - Conduct all projects development in Training area[IRDA IC33] - Set up strategic focus and scorecard in the area of Training and pin down strategic term into tactical - Develop training catalogue and syllabus, and individual training plan for each Division/ Department[SM Induction, Online Fast Track] - To deliver training and execute other training interventions for the given locations & Ensure compliance in all aspect of business - Ensure the whole training activities has been done properly - Evaluating Sales Managers’ profile branch wise and make joint calls RELATIONSHIP MANAGER Wealth Management ING Vysya Bank Ltd., Tirupur (JULY 2007 – JULY 2008) Job Responsibilities [b]Client Management – Corporate Sales [/b]: Maintain contact with critical clients, provide regular updates and research information, sustain relationships, implement service designs, and ensure service standards are met for effective client management and customer satisfaction - To generate income through the various products in line with product campaigns that emerge from product and customer needs like Mutual Funds, Insurance etc [b]Client Conversion & Portfolio Management [/b]: Ensure updating of client portfolio on regular basis, inform the clients proactively, and recommend solutions, with an objective to convert client and customer satisfaction - Responsible for collaborating and interacting with SMEs/Facilitator to understand & extract requirements project planning, application piloting,& rollout coordination [b]Business Development [/b]: Gather market intelligence create database understand client needs and close deals in order to acquire new businesses - Retention of accounts, ATM/Debit card hot listing, Report Generation & filing [b]Planning and Execution [/b]: Strategize, plan and ensure execution of sales targets for the territory. Monitor and ensure business plans are met through proper and timely implementation. - Drive and deliver exceptional sales performance and involved in the development of the department as a whole within the Organisation Key Accomplishments - Managed a sales team, increasing sales by 40 percent through quality customer service and Customer relationship management - Achieved a Star Rated Campaign for selling both Mutual Funds and Insurance [2 Crores in terms of MF and Insurance] Took the Branch manager and me for JFM Campaign ABROAD trip - Maintained expenses below budget through accurate planning waste reduction, and cost effective operating procedures - Planned and managed significant remodeling projects that enhanced the ambiance of the facility - Developed Marketing Campaigns to increase visibility of the bank; analyzed market demographics, defined the target market, and determined advertising placement - Monitored Street Shows, and designed print advertisements SALES MANAGER – Bancassurance Aviva Life Insurance Co Ltd., (Dec 2005-July2007) Key Accomplishments - Motivated 16 more IROs of the Banking Channel Partners [LVB&Canara Bank] towards foreign trip campaign - Created of an initial business case based on business assumptions of the prospects [HNI] by handling of 14 LVB and 2 Canara banks - Initiated dialogue and carrying forward discussion through high quality presentations with prospects identified - Coordinated with seniors for report finalization and file compiling - Organized to plan, develop & execute detailed experimental design to support marketing promotions & activities - Monitor, track and evaluate various test and learn initiatives Role Specific Competencies - Ability to provide professional customer service to achieve a high percentage of customer satisfaction and retention - Capable of analysing, and understanding customer’s 360 degree financial needs & fulfill with appropriate products - Ensure effective and smooth relationship with distributors and corporate agents Supervision/Training - Trained service staff to enhance customer service and increase profits through suggestive selling - Improved productivity and morale by initiating systems for accountability and by instituting effective training programs Business Development Manager (May 2004 – November 2005) Bajaj Allianz Life Insurance Co Ltd., Karur - Identify more Insurance Consultants[IC] and to complete recruitment of the Insurance Consultants - Endeavor to have and to achieve a team of highly productive ICs - Provide training and monitor development needs of ICs in the team PROJECT COORDINATOR Research & Development The Poor Uplift Organization (July 2001-July2003) - To Organize and lead project launch activities, including staff recruiting and office infrastructure set-up, cooperating with HR and Regional Department staff as necessary - Overseeing project implementation, Project Managers, reviewing performance, organizing training, and building sufficient internal management depth to support future activities - Development of Systems – MIS, FMS, Accounting packages for SHGs and EAGs and Community Monitoring EDUCATION Degree Institution Duration Percentage Academic Mode PGDPM=MBA National Institute of Personnel Management, Kolkata 2005 - 2008 73 % Distance M.A, Sociology Bharathidasan University, Tiruchirappalli 1999- 2001 65.6 % Regular B.Com Bharathidasan University, Tiruchirappalli 1996- 1999 57.5 % Regular TECHNICAL KNOWHOW - Diploma in Microsoft Office Packages - APTECH - Higher in English Typewriting PERSONAL DETAILS Nationality - Indian Date of Birth - 10/07/1979 Languages - Tamil, English, Hindi&French Passport - B 2281904 Marital - Married SKILL SET - Customer Relationship Management - High customer service orientation & Pleasant disposition - Positive, Proactive and able to handle stress - Result orientation and drive Business acumen can able to conceptualize and understand - Financial Services & Operations, Team Management - High Planning and Organizing orientation - Portfolio Management [Qualified IRDA twice and AMFI] - Continuously learning and upgrading own abilities[/QUOTE]
