Dr. Bavleen Singh

Experience

• 

  Reliance Securities (Reliance Money) Limited

  Jan 2012 - Jan 2014

  Relationship Manager

  Highlights:-*Responsible for generating business of Life Insurance, Mutual Fund and Demat Account and Brokerage!!*Providing good Quality Services to the customers and Maintaing the good relations with the client .*To plan and conduct the various corporate presentation and seminars to increase the volume of the business.* Mutual Fund SIP and Gold Coin Selling .

• 

  Samrudha Jeevan Multi State Multi Purpose Cooperative Society

  Jan 2014 - Jun 2016

  Branch Manager

  Highlights:-*Handling the Team Of Sales Manager*Responsible for the generation of new business from the team FD and RD *Achieving Montly Targets And Ensuring Month On Month Activation Of the SM’s.*To ensure more and more IME’s should be joined under SM’s , proper training should be given to them and to motivate them for better results. * Maintaing MIS and Dashboard and Actively participating in the Audit .

• 

  Max Life Insurance Company Limited

  Jul 2016 - May 2018

  Associate Sales Manager

  Highlights:-*Responsible for generating life insurance business and going on NB calls with Sales team of Yes Bank Branches of Mohali .*Building Good Relationship with the Bank Staff and Customers .*Making Business Strategies with BBL to ensure the lead generation on daily basi and following those leads for successful closures.*Imparting product Training among Bank employees on weekly basis and also taking training sessions for newly joined CRP’s and BSP’s during their launching pads.*Responsible for conducting various corporate presentations in order to increase the business volume .*Activation of Bank Branches and sellers MOM basis .*Providing quick and end to end quality services to the customers in order to get further references . *Most Important role is to ensure the persistency of the mapped branches . Calling the customers and fixing the appointments for renewals .* Show less

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  Tata AIA Life Insurance

  Jun 2018 - Dec 2018

  Territory Sales Manager

  Highlights:-*Responsible for generating life Insurance business from HDFC Bank Branches.*Building good relations with the Cluster Head and Branch Managers of the cluster in order to drive the Tata business aggressively.*Visiting HDFC branches regularly and providing extra cushion of support to the Bank Staff by going on business calls with them and doing instant closures.*Motivate and managing the entire team of CAM’s in order to achieve monthly targets. Doing Joint calls and guide them in order to motivate and boost their trust and confidence.*Meeting TPP Head And RPM in order to give the monthly business insights and doing meetings in order to launch new initiatives and contests.* Maintaing the MIS and Dashboard . *Doing Product Trainings in the branches!! Show less

• 

  Exide Life Insurance

  Dec 2018 - Nov 2019

  Training Manager

  Taking Care of CABR channel and looking entire Punjab , Himachal and Jammu for training Intervention of Venue as well as Branch and Banca Vertical .Highlights:-👉Driving Sales Productivity and channel development via trainings.👉Ensuring The Partner Engagement and Management.👉Enhancing the sales productivity of FOS and Partners . Also boosting boosting their confidence by going on calls with them .👉Responsible for conducting induction,motivational and skill enhancement sessions for the internal team as well as external partners.👉Maintaing the Regulatory and compliance dashboards.👉Facilitating the sales training content development and version controls👉Understanding business priorities and goals by attending business meetings.👉Steering the sales team engagement 👉Conceptualizing and implementing plans to close the learning capability gaps in alignment with business requirements.👉Conducting Primary & secondary research, developing high quality content,Enhancing it and implementation of the same. 👉Performing pre and post evaluation during learning program and later “on the job effectiveness” measuring training effectiveness. Show less

• 

  SBI Life Insurance Co. Ltd.

  Nov 2019 - Jan 2022

  Training Manager

  Taking Care of Agency , Banca and Institutional Alliances (Broker) channel and looking Amritsar, Pathankot , Hoshiarpur and Moga Area .Highlights:-👉 Conducting IC38 sessions for Agent Recruitment for Agency and SP for Banca Vertical . 97% passing record till date.👉Activation of All new and old agents month on month basis and pushing them to achieve higher level clubs.👉Driving Sales Productivity and channel development via trainings.👉Ensuring The Partner Engagement and Management.👉Enhancing the sales productivity of FOS and Partners . Also boosting boosting their confidence by going on calls with them .👉Responsible for conducting induction,motivational and skill enhancement sessions for the internal team as well as external partners.👉Maintaing the Regulatory and compliance dashboards.👉Facilitating the sales training content development and version controls👉Understanding business priorities and goals by attending business meetings.👉Steering the sales team engagement 👉Conceptualizing and implementing plans to close the learning capability gaps in alignment with business requirements.👉Conducting Primary & secondary research, developing high quality content,Enhancing it and implementation of the same. 👉Performing pre and post evaluation during learning program and later “on the job effectiveness” measuring training effectiveness. Show less

• 

  Aditya Birla Sun Life Insurance

  Jan 2022 - now

  Heading North & East Zone of NBB HDFC Vertical Taking Care of Trainings of Virtual Channels of HDFC Bank I.e VRM ,COP and Prime , HDFC Securities and NR Channel, Chandigarh.

  • Zonal Training Manager

    Sept 2023 - now

  • Senior Training Manager

    Jan 2022 - Aug 2023