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Life Insurance Sales

Kesinga, OD, 766012, India
April 07, 2018

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Mobile: +91-993*******


Career Objective:

Want to involve myself in a challenging environment offering scope for growth and development and an opportunity to apply my learning to effectively contribute towards the achievement of the organizational objective.

Brief overview:

2 years of experience in Max New York Life Insurance, Bhubaneswar Branch.

3 years of experience under the most respectable bank HDFC BANK,KESINGA BRANCH

Strong understanding of the Banking about its process and products with respect to the Banking, Service Industry and LI product selling with strong conceptual and analytical abilities.

Effective in utilizing and improving resources, increasing productivity and the number of new customers being added to the portfolio.

Strong exposure and understanding of the business strategy, planning and implementation.

Competitors tracking & effective devising of strategies to counter the same.


Responsibility ;Branch Sales officer

Location: kesinga

Department: Deposit [CASA & FEE]

Date of joining -june-2013.

Roles and Responsibilities:

Responsible for retail CASA acquisition & Cross sell.

Responsibility to achieve CASA and revenue objective, Govt Funds of Branch along with Deposit Mobilizations from HH segment for the branch.

Aligning plan with that of the region both qualitatively and quantitatively.

Identifying and developing new business potential by different promotional campaigns and day to day activities by utilizing the sales team.

Lead all public relations efforts, resulting in coverage and co-ordinate with various stakeholders like operations, marketing, risk contentment unit, processing unit along with customers.

Ensuring compliance in sourcing of business & maintaining quality scores in client servicing.

Generating revenue from Insurance/Mutual Fund/Gold.

Area(s) of Specialization:

HR and Marketing.

Educational Qualification:

2007 MBA from Universal Institute of technology and Management, Bhubaneswar affiliated to

Panjab Technical University with 68%

2000 B.A (Hons.) from Govt. College, Bhawanipatna affiliated to Sambalpur University, Odisha with 60%

1997 12th from Kesinga Mahavidyalaya, Kesinga, Odisha affiliated to CHSE Board, Odisha with 43%

1995 10th from Kesinga Vidyapitha, Kesinga, Odisha affiliated to BSE with 46%

Computer Proficiency:

Operating services: Windows.

Tools familiar with MS- Word, MS-Excel, MS- Power point

Personal Details:

Date of Birth : 2nd July1980

Language Known : Oriya, Hindi and English

Fathers Name : Sarat Chandra Naik

Marital Status : Single

Permanent Address: At/Po-Tahansir, Ps- Kesinga, Dist- Kalahandi

State- Odisha, Pin- 766012

I hereby affirm that the information furnished in this form is true and correct to the best of my knowledge.


Place: Kesinga SIGNATURE

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