Experience

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  Media exposition & events

  May 2002 - Feb 2004

  Marketing executive

   Contributed to creating pricing and launch strategy for Media Expo Group pioneer of India's first integrated media Exposition. Segmented revenue generation approach to various media platforms Handling co-branded promotions with channel partners. Handling co-branded promotions with the channel partners and administering surveys to analyze client satisfaction Developed and executed marketing programs and general business solutions resulting in increased company exposure, customer traffic, and sales numbers. Show less

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  Standard chartered bank

  Mar 2004 - Sept 2005

  Sales officer -wealth managment

   Contributed to planning and execution for Media Expo Group; pioneer of India’s first integrated media exposition. Liabilities, Delhi as Sales Officer-Wealth Management Work on increasing the bank's client base by leveraging on existing relationships and by forging new ones Enhanced sales operations through the development of new sales strategies, cold calling techniques and customer follow-up Established as part of Winning Team in 2004, “Vision August 10000 Accounts” from Wealth Management, North India. Show less

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  Hdfc bank

  Oct 2005 - Jun 2007

  Assistant manager - wealth management

   Revenue generation through portfolio management services, and innovative marketing backed by research done through focus group discussions. Generated revenue through portfolio management services, with investment instruments i.e., Mutual Fund and Insurance (Life & non-life) Health Insurance, Motor, and Travel; provided services like customized financial planning and tax planning. Exceeded goals through effective task prioritization and great work ethic and Served customers in a friendly, efficient manner following outlined service steps. Show less

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  Birla sun life insurance

  Jul 2007 - Sept 2008

  Senior sales manager - bancassurance - rajasthan & delhi

   Managed the IDBI & DCB Bank channel for state of Rajasthan with a Team (Members-5) and formulated revenue generation. Taken care of Deutsche Bank relationship in National Capital Region (NCR) with Team  Carried out Business promotion activities, Co-branded visibility for IDBI, DCB & Deutsche Bank clients. Taken care of regular Training program, Mentoring, Client servicing, product positioning process, and lead generation ACCOMPLISHMENTS IDBI - Rajasthan Cluster was adjudged 3rd best performing cluster in Pan India. Previously: Rajasthan Cluster accounted for 14% of business generated by Pan India. During My tenure: the same cluster accounted for 24% - A GROWTH OF 92% OF BUSINESS GENERATED OVER A PERIOD OF 10 MONTHS. Show less

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  Reboott consulting-entrepreneurship

  Oct 2008 - Jan 2010

  Senior consultant

   Develop the concept of training programs in core finance (valuation) and executed tie-ups with leading corporates. Developing modules (knowledge bank) for new trainees in the BFSI sector. Promoting the CFP program in India in various educational hubs.

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  Max bupa

  Feb 2010 - Mar 2013

   First to Develop & Establish new Distribution channel relationships with corporate agencies and leading brokers and other distribution partners in the Eastern region. Revenue generation through various distribution Channels In the Eastern region with a Team. Developing new market areas in Eastern India ( Bihar, Jharkhand Odisa & North East) Developing new Strategies for Penetrating new market areas with different marking tools (Localize) for greater penetration.ACCOMPLISHMENTS Successful to achieve 20% of the total business from the TPD-East and ranked among the Top 3 Managers in the Country during FY2010-2011-2011-2012 and FY2012-13 Recipient of Certificate of Excellence for achieving Maximum Platinum Cases for FY2013-14. Successfully placed Eastern regions among the top 3 regions Pan India during FY2011-12. Registered growth of 247% in business during the FY2011-2013 period. Show less  Responsible for Managing Distribution Channel relationships ( Delhi, Uttar Pradesh, Kolkata & Eastern India ) & developing new market areas and Revenue generation from Different verticals.  Development of New Channel partners, Tying up for business relationships, providing sales Support –Regular Training programs & developing new ideas for getting more mind share and generating revenues for the company.ACCOMPLISHMENTS Contributed 70% of total business for Channel during FY 2010-11 with single biggest business deal worth premium of Rs. 7 Lakh. Show less

  • Senior Relationship Manager-Business Development & Distribution-Alternate Channel(EAST)

    Sept 2011 - Mar 2013

  • Relationship Manager-Third Party Distribution( Delhi,Uttar Pradesh & Eastern India )/ NEW DELHI

    Feb 2010 - Aug 2011
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  Max bupa health insurance

  Apr 2013 - Jan 2021

  Key relationship manager - bancassurance & alliances ( kolkata )

   First to establish Bancassurance Partnership in Eastern India (DEUTSCHE BANK, SCB, RBL & HDFC gold loan ) Revenue Generation from Bank Partners from the region.  Training, Mentoring along with Industry updates and product positioning for banks Channel members, including Private wealth managers, Retail sales & Asset division Exploring and developing new avenues of growth and Business generation with Team Management consisting of 3 members. Market strategy for new areas of growth for Health Insurance Advisory for banks HNI Clients for Health Insurance Planning. ACCOMPLISHMENTS:  Contributed 20% & 15% of business in Deutsche Bank channel during FY 2014-15 & FY 2015-16 respectively. Generated 15% of business in Deutsche Bank for FY 2019-20 and contributed 30% of Business for Standard Chartered Bank from the Eastern region for FY 2019-20. Awarded with “RISING START AWARD 2020" for consistent contributions toward organizational growth. Successfully contributed 30% of Business generated for Q4 of FY2018-19 from Kolkata and putting Best performing region in Pan India.  The Customer Retention rate of 90% for the period 2015-2020. Show less

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  Visionites = sole the best available resources to start the pursuit of your career development.

  Jan 2021 - Jan 2022

  Training consultant

  • Designing and Delivery of Behavioral, communication, Life skills, Entrepreneurship development & Employability, Goal setting, and leadership training modules • Developing and implementing learning strategies and programs• Conduct continuing education Training, Mental well-being, and Psychological counseling• Draw an overall or individualized training and development plan that addresses needs and expectations.CLIENTS : Indian Institute of Entrepreneurship (IIE) , North Eastern Regional Agricultural Marketing Corporation (NERAMAC) & Visionites Show less

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  Dakhyata skills & innovation foundation

  Feb 2022 - now

  Training and development consultant -independent contractor

  Designing and Delivery of Behavioral, communication, Life Skills, Entrepreneurship development & Employability, Goal setting, and leadership training modules • Developing and implementing learning strategies and programs• Conduct continuing education Training, Mental well-being, and Psychological counseling• Draw an overall or individualized training and development plan that addresses needs and expectations.