Sales Customer Service

RESUME

RAHUL BALASO KATARE

A/P- Ashta Tal- Walwa Dist- Sangli- 416301

Email ID- ******.*****@**********.***, *****.******@************.***

Mobile No 985******* & 749-***-****

CAREER OBJECT

To grow with organisation by achieving the organisation goals with my career objective of seeking a challenging future in the area of total Management & Insurance.

SYNOPSIS

Graduate in commerce, with more than 4 Years 5 Month Total professional experience in channel Business Development & Training To Filed Associations Also Responsible for achievement of daily, weekly and monthly sales targets for the FMGC Store Dept, Proven track record in resolving of customer queries and ensuring their satisfaction.

Excellent interpersonal, communication coupled with strong customer relationship management.

Seeking a challenging position in a reputed organization in the field of insurance & real estate company

PROFFESSIONAL EXPERIENCE :-

Presently working with (IITL GROUP) -IIT INSURANCE BROKING & RISK MANAGEMENT CO LTD As Senior Relationship Executive From AUG 2010 to till the date.

Job Description:-

Handling around 12 branch in west 3 with insurance executive and all sangli 85000 field staffs of PACL LTD Group also I handle 5 Life & General Insurance Company Business ( Max New York/Future Generali India Life Insurance & Birla Sun life Insurance icici Lombard Other )(consultants or advisors) as well as Administration Part & Business development & Training field staffs .

Responsibilities:-

• Have over 4 years 5 month of experience and the capacity to adopt new concepts with due responsibilities

• Monitor all aspects of branch operations

• Responsible for achievement of daily, weekly and monthly sales targets for the store

• Have experienced in developing and directing individual as well as associate staffs

• Have adequate knowledge regarding the relation with retail sales and service operations with the essence of marketing and sales support

• Ensure that the field staff is well trained on soft skills, selling skills, product knowledge.

• Resolve grievances / personnel related issues in a timely and amenable manner

• The maintain corporate documents, records, and reports, Maintenance of Office Communication Systems, Assisting with Purchase department and confirm Purchase Orders & issue work orders to vendors Provision of Office Stationery and maintain stock level and issue details

• Responsible for high levels of customer service. Work with customers to identify client needs and solutions.

• I handling Online process like Address Change, Online Policy Activation etc.Generating receipts of transaction Taking follow-up of MIS reports regarding business. Uploading the daily transaction .

• Organizing and operating incentive schemes to keep sales people motivated. Involved in the recruitment and training process off new staff.

• I Representing the company at exhibitions, conferences and trade shows.

• Administration and data input duties to ensure that all records are kept up to date and accurate.

• Maintaining daily cheque bounce data & also handling the Customer queries regarding cheque bounce. Handling Banking Activities Also Team handling Experience in last 4 Years 2 MONTH of (Pearls Group )

• Maintain all branch related sales, orders, tailoring records and documentation as per requirements.

• Experience of professional presentations to customers either individually or in groups. Experience of phone prospecting, and cold calling for leads. I Prepared sales measurements and reports.

• Coordinating with the members of the sales team. Assisting in the development of the promotion plans and planning sales strategies.

• Office MIS Reports:

Total business during the month and year.

Number of Policies Login & In force.

Number of Active advisors during the month and year.

Total Branch Strength relating to Employees & Advisors during the month.

MAX NEWYORK LIFE INSURANCE CO LTD

(CORPORATE AGENT OF NIRMLA CHHAYA INSURANCE SERVICE LTD)

Year: - Dec 2007 TO AUG 2010

POST: - Sales Officer & Sales Coordinator .

Responsibilities:-

• Scrutiny and logging of applications

• Facilitate & support timely medicals & medical report movement

• Take responsibility for overall management and delivery of the business plan.

• Manage the development of the service to ensure that the promotion of equality of opportunity and challenging discrimination are central to strategic development, management and its services to clients.

• Cheque & Cash receipting in PISL INSURANCE.

• Creating & Maintaining Daily login Sheet of Cheque & Cash. Claim settlement for policy.

• Preparing Quarterly & Half Yearly Business Reports. Targets & Achievement Reports.

• Requirements of cash balance at bank for making payments to customers & field associates.

• Provide advice to senior management Works with management to create short- and long term business plans, including operational, organization, and financial aspects.

• Maintain good relationships with salespeople and seek out opportunities to assist in their training.

• Ensure that all financial reporting obligations are met in relation to submissions for funding, for grant aid, for contracts and any other initiatives.

Achievement:-

I Have Accept Business & Scrutiny and logging of applications Last 4 Years 5 month for Your reference

Details of Business:-

SR.NO Business Login Year Wise Fresh Business Renewal Business Total Business

1 1 JAN 2008 TO 31 DEC 2008( Ulip & Traditional Plan ) 76,37,067,00 8,17,916,00 84,54,983,00

2 1 JAN 2009 TO 31 DEC 2009 (Traditional Plan) 7,05,750,00 60,61,226,00 67,66,976,00

3 1 JAN 2010 TO 31 DEC 2010

(Traditional Plan) 24,75,136,00

65,96,200,00 1,02,24900,00

4 1 JAN 2011 TO Till Date

(Traditional Plan) –Birla sun life &Max New York,FUTURE GENERALI 40,90,256,00 40,66,700,00 66,56,956,00

Total :- 3,21,03815,00

I successfully achieving 73.46% renewal persistency Contest Award. in 2009 for Max New York Life Insurance * I Passed IRDA Direct Broker Exam 61 % Marks.

Last Three Year I have Top No 1 In West 1 West 2 & West 3.

ACADEMIC QUALIFICATION

B.Com. in March 2006 from Shivaji University of Kolhapur.

H.S.C. Exam in March2003 from Kolhapur Board.

S.S.C. Exam in March 2000 from Pune Board.

EXTRA CURRICULAM ACTIVITIES

Played Cricket & football in university leval.

Computer Programming Skills:-

Known Office Package: Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft PowerPoint, Microsoft Outlook Express Knowledge of Internet & E-mail. Other Having good Typing speed - English @ 40 W.P.M.

PERSONAL DETAILS :-

Date of Birth : 27th May 1984

Marital Status : Married.

Nationality : Indian.

Language Known : English, Hindi, Marathi.

Hobbies : Playing Cricket, Redding novels, Listening Music, Making

New Friend, More Travelling.

The information furnished above by me is true to the best of my knowledge & belief.

Looking forward to,met you in person for further interaction.

Place : Ashta. Thanking You,

Date : ( RAHUL B KATARE )

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