Rajat Mittal

Experience

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  IDBI Federal Life Insurance

  Jun 2016 - Jul 2016

  Intern
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  OPPO

  Mar 2017 - Jan 2018

  Team Leader

  𝑲𝒆𝒚 𝑹𝒆𝒔𝒖𝒍𝒕𝒔 𝑨𝒓𝒆𝒂:• 𝗥𝗼𝗹𝗲- Responsible and manage Sales, Marketing, Business Development, and client, customer service, driving mobile sales business through dealer network, store sales. Mentoring, and driving dealers and, generating, and converting probable leads into business. • Drive the sales number and achieve the business targets for mobile sales, through the dealers, and continue to enhance and upgrade the client base and relationships.• Retain and expand the company’s base through client’s for sales and ensure the business flow.• Maximize sales through a network of dealers/clients by effectively managing conducts competitive market analysis and sales analysis to determine brand-consumer engagement via social media, digital marketing, or direct marketing• Identify and develop new promoters / dealers relationships to penetrate new markets and thereby increase the business. • Explore and identify new areas, regions for setup the sales dealers, promoters, clients, and brand promotions to widen the brand sales.• Define the sourcing funnel and align with the company strategies and generating leads through referrals and own natural market. Show less

• 

  Angel One

  Feb 2018 - Dec 2020

  𝑲𝒆𝒚 𝑹𝒆𝒔𝒖𝒍𝒕𝒔 𝑨𝒓𝒆𝒂:• 𝗥𝗼𝗹𝗲-Responsible and manage Sales, Business Development, and customer service, driving General Insurance business through broking channel, mentoring, and driving tele-sales team, generating, and converting leads into business. Co-ordination with 50+ Tele-Callers and equity dealers.• Products- Life Insurance, Health Insurance & General Insurance • Responsible for handling queries and manage sales through telephone conversation and solve the queries and convert leads into business. Deliver the highest standards in service process to the customers.• Maintain high quality, profitable and broad-based relationships with the existing client base and grow the company’s profit books.• Complete life cycle management of the customers (acquisition, on-boarding, portfolio, activation, and attrition management), and provide services to customers.• Advising clients on various investment ideas based on the suitability to their risk profile,• Asking questions to engage customers and keep the conversation going,• Keeping up to date on all products and informing customers of new products.• Reach out to existing and potential customers to present our product and service offering over the telephone ensuring monthly/annual revenue target achievement Show less 𝑲𝒆𝒚 𝑹𝒆𝒔𝒖𝒍𝒕𝒔 𝑨𝒓𝒆𝒂:• Gathering and documenting customer information, reactions to products, payment methods and policy booking.• Responsible to understand clients investment needs, creating long term asset allocation plan and 360-degree financial planning for the client• Regular interactions with the customers and pro-actively assessing customer needs. • Client Outreach - Manage the portfolio through client outreach and continuous monitoring of client relationship including investment needs.• Revenue Targets - Achieve the monthly assigned revenue targets through effective sales generation.• Technical Skills - Effectively utilizes all applications, tools, and databases used to process transparent end to- end client support. Proficient with systems related to banking transactions and services. Show less

  • Assistant Manager

    Apr 2020 - Dec 2020

  • Sr. Executive - Relationship Manager

    Feb 2018 - Mar 2020
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  Aditya Birla Health Insurance Company Limited

  Jan 2021 - Jul 2021

  Senior Sales Manager

  Senior Sales Manager at Aditya Birla Health Insurance Co. Ltd. managing TPD (bancassurance) Channel of City Bank & SVC Bank For Mumbai Region.

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  Niva Bupa Health Insurance

  Sept 2021 - Mar 2023

  Senior Relationship Manager

  Senior Relationship Manager at NivaBupa Health Insurance Co. Ltd.(formerly known as Max Bupa) managing Affluent Channel of Axis Bank & HDFC Bank For Mumbai Region.

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  IndusInd Bank

  Apr 2023 - now

  Chief Manager