
SALMAN BATADA
Assistant Manager

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About me
Unit Head - Direct Channel
Education
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Corporate Finance Institute® (CFI)
-Excel Crash CourseBecome an Excel "power user" for financial analysis. This course gives you all the formulas, functions, shortcuts and best practices required for financial modeling in Excel. This course is designed specifically for Excel users who are already performing professional financial analysis and financial modeling, or are looking to prep for a wall street career.

SHRI J M SABVA INSTITUTE OF ENGINEERING AND TECHNOLOGY 698
2012 - 2016Bachelor's Electrical engineering
SHRI J M SABVA INSTITUTE OF ENGINEERING AND TECHNOLOGY 698
2012 - 2016Bachelor's degree electrical engineer
Experience

SOCIETY AZIMA SARL
Aug 2016 - Aug 2018Assistant ManagerManagement of Store, Sales, Marketing, All Responsibility of Store.

HDFC Life
Sept 2018 - Sept 2019Business Development ManagerTo build a high performing distribution network of financial consultants and enable them to sell life insurance policies.Post on-boarding, the incumbent will undergo an intensive training program focused upon Insurance industry, products, sales processes and Agency channel management After the successful completion of training the incumbent will be required to meet prescribed sales targets by recruiting, managing and driving a team of financial consultants.The incumbent will be evaluated mainly on the ability to build a strong distribution and sustainable network to meet business targets and quality of business Show less

Max Life Insurance Company Limited
Sept 2019 - Jan 2022Service through relationship management. ● Establishing and strengthening relationships with the allocated customer base. ● Ensure retention of his/her allocated Book of Relations (existing customer database). ● Act as a single point of contact for customers for any customer query/complaint. ● Identify financial goals of customers and providing financial planning assistance. ● Competition Analysis for giving professional advice to the customer Fix self appointments every day from the given customer database as per the campaign Show less
Relationship Manager
Oct 2021 - Jan 2022Deputy Manager - S2S - Customer Advisory Team
Sept 2019 - Sept 2021

IndiaFirst Life
Jan 2022 - Jun 2022Financial Planning Manager• Coordinate with branch operations in order to ensure timely processing of Policy/application forms. • Maintain good relationship between branch manager and colleague. • Regular product training / refresher to the sales force of the branch. • Manage sale through Bancassurance channel with bank assigned. • Meet customers within and outside the Branch as when required to develop, agree and implement short term and long term plans to achieve sales targets. • Arranging training programs for bank staff on products and selling skills. • Manage the policy servicing issues of the sourced policies on a day to day basis. • Motivate to Bank Employees for Related life insurance products And Generating leads through bank walk-in customers and getting leads from bank Employees. • Converting those leads Based on customer Requirements Doing joint calls with bank employees. Show less

Aditya Birla Sun Life Insurance
Jun 2022 - Feb 2024H1'23 KEY POINTS PROMOTION : 01 DSEMEDALLION 🏅 EVENT QUALIFICATION : 05 DSEMEDALLION 🏅 AWARD QUALIFICATION : 01 DSE & MINEKPI : 172.46% (Pan India 10th Rank) WFYP TGT VS ACH : 228%SPREAD : 78%NOP : 295% PAN INDIA NO.1 RANKING IN JUNE & AUGH1 RANKING ON BUSINESS : 05th Rank June'22 to March'23 - South Gujarat except Surat Handling.April '23 till present - Surat Handling#FY '22-23 HIGHLIGHTS#Medallion Event'22 : 02 qualifier's from my UnitLonavala contest'22 : One an only qualifier from my UnitMahabaleshwar Contest'22 : 02 qualifier from my UnitGoa Contest'22 : 01 qualifier with 2 times qualifying from my UnitTarget vs Achievement : 198%NON S2S WFYP : 250%KPI : 189.19% (PAN INDIA - 5th Rank)
Sales Manager
Apr 2023 - Feb 2024Sales Manager
Jun 2022 - Feb 2024

Ageas Federal Life Insurance
Feb 2024 - nowTaking Care of DST TEAM in South Gujarat,Saurashtra & Kutch. Team handling !! Direct Marketing, Service to Sales, Retail insurance, Locations South Gujarat.
Unit Head
Apr 2024 - nowUnit Head
Feb 2024 - now
Licenses & Certifications
- View certificate
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Excel Crash Course
Corporate Finance Institute® (CFI)May 2020 - View certificate
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Fundamentals of Credit
Corporate Finance Institute® (CFI)May 2020 - View certificate
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Forms of Business Structure
Corporate Finance Institute® (CFI)May 2020 - View certificate
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Accounting Fundamentals
Corporate Finance Institute® (CFI)May 2020 
Financial Markets : A Beginners' Module
NCFM Share Market Training InsituteAug 2019- View certificate
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Reading Financial Statements
Corporate Finance Institute® (CFI)May 2020
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