K Vijay, ( क. विजय ) AFP(FPSBI)

Experience

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  NIIT Limited

  Apr 1997 - Nov 2002

  Centre Head

  Joined as Jr Business Executive and went on to become Head of the Centre. Have handled various departments during the tenor.

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  ICICI Prudential

  Dec 2002 - Jun 2006

  Sr. Agency Manager- Agency Development

  Joined as Unit Manager and went up to became Sr Agency Manager.Build new distribution and developed the existing base.40 % of the active distribution qualified for Club Membership (Star Performers Club) ( An in-house initiative of company for distributors)Had been the member of Honors Club and Elite club of Zonal Achievers.Had been rewarded as activation champ for highest activations of distributor.Qualified for International trip for sales performance.

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  Max New York Life Insurance

  Jul 2006 - Oct 2007

  Sales Manager -Direct Sales

  Developed the Channel from the scratch and build the team of successful Financial Planning Managers.Highest productivity amongst the peer Managers.Highest number of Financial Planning Managers qualifying for Quarterly Award.Only Financial Planning Manager of my team receiving the most coveted award from New York Life.

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  HDFC Standard Life Insurance

  Oct 2007 - Oct 2010

  Branch Sales Manager- Retail & HNI Life Insurance Sales

  Build and Managed a strong distribution of financial consultants. Managed the team efficiently and have set both sales and service standards for the unit.Had been amongst the top 5 BSM of the region on YTD achievements. Qualified for International Tours for sales performance.

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  Kotak Mahindra Bank

  Oct 2010 - Sept 2012

  Branch Sales Manager Aquisition: Retail Liability & Third Party Products

  Successfully launched the new branch which was amongst the top five branches pan India in the new branch category for the year 2010-2011. Responsible for new to bank customer acquisition for banks retail liability products through team of Assistant Managers.

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  FGB

  Mar 2013 - Jan 2014

  Sr.Relationship Officer

  •Responsible for sourcing of Banking Products mainly related to Bancassurance•Accountable for individual carrying out sourcing through cold calls and lead generation activity•Maintaining coordination with the service team for persistency and client servicing•Handling cross selling of core Bank products like, CASA, TD, PIL and Credit Cards

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  First Abu Dhabi Bank (FAB)

  Mar 2014 - May 2017

  Bancassurance Advisor- Branch Banking: (Business Relation and Development)

  To handle branch of FAB (erstwhile NBAD) for Bancassurance business in Dubai emirate.To Increase the penetration of Banca Products for the BranchEngagement of NTB and existing customer for Banca products.Ensuring the LG activations.Training and supporting to branch RBA's on Banca products.

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  Mashreq Bank

  Aug 2017 - Jul 2018

  Insurance Specialist- Branch Banking, Direct Business Channel.

  Sourcing Bancassurance business from the assigned Mashreq Bank Branch and Direct Banking Channel.Train Service officers to generate qualified leads for referral business.Train relationship officers of direct banking channel for effective Tele-calling to generate effective leads. To ensure the branch revenue for the product line is met by engaging both walk-in NTB and existing customer of the assigned branch.To ensure the lead to met ratio is maintained as per the guidelines.Ensuring compliance of all the life and saving products as per bank compliance guidelines.Service existing clients with regular updates of their portfolios. Show less

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  Continental Group International

  Nov 2018 - now

  Relationship Manager - Alternate Distriubtion

  To manage business associates (Individual and Corporate) of the company for Dubai and Abu Dhabi.Train the Wealth RM's/Internal and External Associates on the various Life and Investment products for revenue generation.Create confidence through joint meeting, training, problem solving and generate revenue for all stakeholders.To manage sub brokers acting as referral associate for Investment BusinessMeeting HNI clients of the associate along with wealth RM's to review their existing portfolios and identifying opportunities for cross or upsell through various financial instruments like life insurance, regular or lump sum saving or structured products options.Design and implement monthly/quarterly strategies for the revenue generation through various promotional programs both in-house and through external providers.To ensure the quality of business by the implementation of robust compliance guidelines.To ensure servicing of the existing clients adhering to the service TAT.To ensure the seamless connectivity with various providers, company and the business associate.Overall accountability for P&L of the relationships managed. Show less