Mohammad Ahsan Zaidi

Experience

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  Tata AIA Life Insurance

  Mar 2017 - Jun 2023

  Relationship Manager

  The Business Manager has the responsibility of driving sales and achieving the sales target for the assigned Indusind bank branchesTarget Achievement Drive sales and achieve targets through the bank branches Sales Support Support the CRO in his sales effort, in terms of generating benefit illustrations, accompanying on client calls if required etcRelationship Management The Bank is the key customer of the Business Manager and he has to engage an open and trusting relationship with the Branch Managers/officers/staff  Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance, JV Company’s product offerings andunderstand their issues/ concerns about selling insurance (if any) Ensure that all service requirements are met, medicals facilitated and customers are satisfied.Lead Generation Spearhead all lead generation initiative from the bank – whether through walk in, data-mining, referrals and others. Show less

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  HDFC Bank

  Jul 2023 - now

  Personal Banker

  Responsible for Classic Portfolio Management by acquisition of new classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers.Maintaining daily Sales ReportEnsuring quality new acquisition on Savings Account and Current Account for Residents/Non ResidentsUtilizing the sales resources (BDR/COEX) for optimal sales supportPenetration of FD to unique customersSales of Third Party Products, Asset Products, Credit Cards to the customersEnsuring that income plans for the month and year are duly met across products, etc. Show less