
Abhishek Dass
Sales Trainee

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

Margaret Leask Memorial
2007 - 2008Intermediate Commerce 1st Division
Apeejay School Of Management
2012 - 2014PGDM Marketing 1st Division
Bundelkhand University
2008 - 2011Bachelor of Commerce - BCom Business/Commerce, General
Experience

Litchi knowledge centre
Apr 2013 - Jun 2013Sales TraineeConducted competition analysis on ERP solutions offered in the marketProduct awareness, presentation and and Sales pitch to suitable buyers

Tanishq Showroom
Apr 2013 - Apr 2013Sales TraineeEnabled sales and handled customers during festive season of "Akshay Trititya"

Kotak Mahindra Old Mutual Life Insurance
Jun 2014 - Sept 2018Key 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 2018Manager
Apr 2015 - Mar 2016Deputy Manager
Jun 2014 - Mar 2015

Max Life Insurance Company Limited
Sept 2018 - nowSenior Manager - Distribution Strategy | Business Planning & Analytics
Apr 2023 - nowManager - Business Planning and Analytics
Apr 2021 - Mar 2023Deputy Manager - Business Planning & Analytics
Sept 2018 - Mar 2021
Licenses & Certifications
- View certificate

The Complete SQL Bootcamp
UdemyAug 2018 - View certificate

Microsoft Excel from Beginners to Advanced
UdemyDec 2017 
Data Analytics
Indian Institute of Management RohtakAug 2017- View certificate

Statistics for Data Analysis Using Microsoft Excel 2016
UdemyDec 2017 - View certificate

Customer Relationship Management
Indian Institute of Management BangaloreDec 2017 - View certificate

Leaders of Learning
Harvard UniversityOct 2017
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