Abhishek Dass

Abhishek Dass

Sales Trainee

Followers of Abhishek Dass813 followers
location of Abhishek DassDelhi, India

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  • Timeline

  • About me

    Distribution Strategy | Business Planning | PMS | Campaign Management - Retirement, Group Business & PFM

  • Education

    • Margaret Leask Memorial

      2007 - 2008
      Intermediate Commerce 1st Division
    • Apeejay School Of Management

      2012 - 2014
      PGDM Marketing 1st Division
    • Bundelkhand University

      2008 - 2011
      Bachelor of Commerce - BCom Business/Commerce, General
  • Experience

    • Litchi knowledge centre

      Apr 2013 - Jun 2013
      Sales Trainee

      Conducted competition analysis on ERP solutions offered in the marketProduct awareness, presentation and and Sales pitch to suitable buyers

    • Tanishq Showroom

      Apr 2013 - Apr 2013
      Sales Trainee

      Enabled sales and handled customers during festive season of "Akshay Trititya"

    • Kotak Mahindra Old Mutual Life Insurance

      Jun 2014 - Sept 2018

      Key Responsibilities> Persistency and Retentions- Drive business retention i.e. 13th month & overall persistency- Developing the HNI & Non HNI customer engagement strategies to enhance customer satisfaction & leading to higher retention & overall persistency. Drive collections of HNI cases with the help of team at hand- Preparation and dissemination of MIS regularly related to persistency for Senior Management, and for entire sales hierarchy> Cross Sell Management- Manage end to end cross-sell program to help sales team meet their cross-sell targets- Set up and industrialize Cross Sell strategy within the branches> Business Intelligence and Sales Support - Contribute in the business planning process for the channel by providing insights on past performance and the potential of the channel- Create and implement effective strategies/ best practices from the industry to improve channel productivity- Formulating & developing the Score card models for different Sales hierarchy, products, regions, agents etc > Agent and Employee Engagement through R&R Program - Manage R&R activities i.e. monthly branch connects, city meet, launching sales contest , half yearly zonal confluence - Create innovative multi parameter based R&R program to broad base participation and thereby increase the employee activation - Launch, promote, track and fulfill multi parameter bases R&R programs on Business, Persistency , Cross sell etc for the Channel Show less - Provide Business Intelligence/Analysis to Zonal heads of different departments, and continuously analyze performance of zone via inputs and outputs at all levels of sales hierarchy,- Provide different MIS to various departments and being a SPOC for any resolution or assistance required across zone - Managing online portals 4dx KARMA. BMS, NAT meant for sales team for their performance management and input & output tracking,- To keep a check on conversion of new business Logged-in by coordinating with sales team and head office, - Assisting senior management in Business Planning and projection on monthly and Quarterly basis Show less

      • Senior Manager (Customer Relationship Management)

        Apr 2016 - Sept 2018
      • Manager

        Apr 2015 - Mar 2016
      • Deputy Manager

        Jun 2014 - Mar 2015
    • Max Life Insurance Company Limited

      Sept 2018 - now
      • Senior Manager - Distribution Strategy | Business Planning & Analytics

        Apr 2023 - now
      • Manager - Business Planning and Analytics

        Apr 2021 - Mar 2023
      • Deputy Manager - Business Planning & Analytics

        Sept 2018 - Mar 2021
  • Licenses & Certifications

    • The Complete SQL Bootcamp

      Udemy
      Aug 2018
      View certificate certificate
    • Microsoft Excel from Beginners to Advanced

      Udemy
      Dec 2017
      View certificate certificate
    • Data Analytics

      Indian Institute of Management Rohtak
      Aug 2017
    • Statistics for Data Analysis Using Microsoft Excel 2016

      Udemy
      Dec 2017
      View certificate certificate
    • Customer Relationship Management

      Indian Institute of Management Bangalore
      Dec 2017
      View certificate certificate
    • Leaders of Learning

      Harvard University
      Oct 2017
      View certificate certificate