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Life Insurance Manager

September 22, 2018

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*. Personal Details:

Name- Bappaditya Maji

Contact Details-974-***-****

Present Address: Umang,Flat no.-2A

Block- 1

Jassore Road



2. Overview:

Masters in Marketing Management from Pune University.

PGDBM (HR) from Pune University.

Formerly associated with ICICI Prudential as Associate Financial Service Manager in Pune & as an associate in Franklin Templeton Asset Management Pvt Ltd in Kolkata.

Possess 5 years of experience in sales of insurance & mutual fund products.

Well organized with good communication skill & people management skill.

Well versed in MS Office 2013, Advance Excel, Analysing in Excel, MIS Reporting.

3.Career Overview:

1.Company Name : Life Insurance Corporation Of India

Designation : Development Officer

Duration : Junes’2013 – March’2018

Job Description : 1) Building a team of life insurance agents or advisors by recruiting them from local market

2) Help them to qualify IRDA exam.

3) Providing Knowledge to them regarding the products & other marketing issues.

4) Continuous motivation & training to them to make them knowledgeable & skillful.

5) Continuous follow-up to retain their attention & to develop tenacity towards the profession.

2. Company Name: Franklin Templeton Asset Management Pvt Ltd.

Designation: Sales Associate

Duration: April’10- Oct’10.

Job Description: 1) Visiting various PSU bank branches & NBFCs that used to be the distribution

Channel of Franklin Templeton.

2) Establishing liaison or maintaining long term relationship with the branch head,

relationship officer & employees of the banks & NBFCs.

3) Generating leads or customer database through them.

4) Ensuring proper use of database like effective calling & getting maximum leads.

5) Proper follow-ups & after sales service.

3. Company Name : ICICI Prudential Life Insurance Company Ltd.

Designation : Associate Financial Service Manager.

Duration : June’09 - Dec’09

Job Description : 1) Building a team of doctors & chemists as our distributors in the allotted areas referred by

the company in Pune.

2) Establishing long term relationship with the doctors & chemists in Pune for

getting customer data base.

3) Continuous encouragement or motivation to the doctors & chemists & time to time

training about the newly launched products.

4) Ensuring proper use of database by effective calling & getting maximum calls.

5) Regular follow-ups with the clients on the basis of leads & appointments.

6) Cross selling of various insurance products like life insurance, health insurance, pension plans.

4. Educational Qualification:

Masters In Marketing Management from Pune University in 2009.

PGDBM (HR) from Pune University in 2009.

B.B.A from Pune University in 2007.

HSC from Bihar Intermediate Educational Council in 2004.

SSC from C.B.S.E Subject: in 1999.

5. IT Skills: Well versed in MS Office2013, Advance Excel, Analysing in Advance Excel, MIS Reporting.

6. Educational Project:

Project Title: Bancassurance business in Allahabad Bank (Kolkata)-Prospects, challenges & strategies to overcome the challenges.

Organization: Allahabad Bank

Duration : 2 months.

Project Details: Allahabad Bank (Kolkata) has tied up with L.I.C for doing insurance business as a corporate agent. I was assigned the job to survey about several prospects of this business for the banks, the challenges or the difficulties the bank is facing in running this business & the strategies to overcome the problems so that the business can be run smoothly & maximum revenue can be generated.

I was allotted 10 branches of Allahabad bank based on metro, semi urban, rural for survey. These are some of the observations in brief that I could have drawn from visiting various bank branches & interviewing customers bank employees & branch heads.

Prospects: 1) Additional sources of income for bank along with their core business.

2) Effective means of ensuring collateral securities against loan from customers.

3) One shop financial solution for the customers.

Challenges: 1) Lack of knowledge of the general customers (especially in remote) about this business.

2) Lack of interest from the bank officials to help this business to grow.

3) Local agents & advisors.

Strategies: 1) Developing proper promotional tools or marketing tools for the growth of this business.

2) Proper remuneration to those bank employees who does this business seriously & with full responsibility.

7. Personal Details:

Date Of Birth : 11 th November 1983

Language Known : English, Hindi, Bengali.

Marital Status : Single

Father’s Name : Basudeb Maji

Permanent Address : Bappaditya Maji

C/O- Basudeb Maji

35A, Opp Kali Mandir,Adra Road

Ward no-9, Pahartoli


Purulia - 723133


Place: Signature


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