Life Insurance Sales

MAHESH PRASAD ACHARYA

Email: *******.*******@*****.*** Mobile: +91-962*******

Professional Summary

A dynamic professional with 9+ years of experience in the areas of Marketing Research (Reports), Sales, Operation and Customer Care with reputed companies like Research City, Birla Sun life, Tata AIG, AVIVA life insurance, Bajaj Allianz. During my professional career I had handful experiences in Data Analysis, Channel Development, Training and Development of Advisors / Team Member, Sales Promotion, Business Development, Agency Management, Financial Reconciliation activities, MIS etc.

Professional Sketch

RESEARCH CITY BUSINESS SOLUTIONS PVT. LTD, BANGALORE

From JAN’ 2015 – AUG’ 2020.

PROJECT LEAD (Charting, Quant Reports & Data Analysis).

JOB RESPONSIBILITIES:

Reporting and Analysis of Sales / Business Intelligence

Extensive use of MS-Excel: For Daily, weekly & Monthly sales reports, marketing productivity report, marketing effort report & sales forecast reports, marketing database management.

Processing and conversion of raw marketing data as effective Sales/Business intelligence.

Detailed analysis of HCP studies (MD, patient, NP/PA- Nurse Practitioner/ Physician Assistant), Awareness tracking and usage studies, Brand Health Pulse studies, KPI reports, Scorecard and Dashboard reports. Survey programming, Data processing/mining, Data populating, Data charting, Making presentation.

Project scoping and management for providing high-end customized research data in a fast-paced, collaborative environment.

Raising query to client at production or Q.C. level whenever any confusion occurs in instructions of client or calling to client if much clarification required.

Quality check of the PowerPoint projects by matching the numbers updated in charts and data tables from Excel or PDF files as per client instructions with format, setup, title, footnote, stat note, special notes and delivering the 100% error free projects by or before committed deadline.

Review of Daily Production with Team Members and Responsible for Team Target towards monthly billing up to 5000hrs.

Coordination with the Sales Team: To make more planned and fetch more business for the Company.

Training and mentoring new joiners.

MAJOR CLIENTS:

IPSOS HEALTH CARE (USA).

KL COMMUNICATION (NJ – USA)

KYNETEC (UK)

Catalyx

A Plus A Healthcare Marker research Worlwide

MAJOR PROJECTS:

CBS COVID-19 Pulse Survey

GLOBAL VETERINARY TOUCHPOINTS

CYRAMZA GASTRIC CANCER

OHACE A&U / NEXT GEN GLOBAL MARKET ASSESSMENT

HUMATROPE

INVOKANA

HODHKIN LYMPHOMA CHHL

US PHYSICIAN ATU

CARDIAC DIAGNOSTICS ATU

BIRLA SUN LIFE INSURANCE CO. LTD, BANGALORE

From SEP’ 2012 TO OCT’ 2013.

As Sr. Unit Sales Manager, DCB BANK (Bancassurance Channel)

JOB RESPONSIBILITIES:

Coordinate with the business associates for generating valid leads.

Lead generation from the bank and to liaison with officials to create database of prospective clients & fulfill the targets.

Manage walk-in customers at the branch and provide solutions to customer issues.

Prepare & present the sales benefit illustrations to the prospective clients and explain the policy details as per client’s requirement in order to convince him of the worth & value of the policy.

Training to the Bank staffs for insurance selling skills and processes.

Responsible for preparing Sales-MIS data as per the defined schedules.

TATA AIG LIFE INSURANCE CO. LTD, ORISSA from MAY 2010 – OCT’ 2011.

Asst. Business Development Manager, Agency Channel.

JOB RESPONSIBILITIES:

Prospecting and recruiting advisors and business associates.

Training, coaching and developing them to make a good team.

Getting sales objectives done through my advisors and business associates.

Handling all marketing activities of sales promotions and business developments.

Achieving business growth as per branch’s sales target.

Completion of documentation for recruitment of candidates as also ensuring issuance of policies, including providing daily sales and other MIS reports as required.

AVIVA LIFE INSURANCE CO. LTD, ORISSA from APRIL 2009 – MAY 2010.

Banca Support Executive (Operations), Bancassurance Channel

JOB RESPONSIBILITIES: -

Enabling a smooth work environment by building a culture of collaboration between sales and operations – educating the sales force and enabling them to benefit from processes.

Daily morning collects the business planning form CA / CAD by phone and give them to the concerned Sales Manager and follow up them at the end.

Circulate the entire contest among to all the CA / CAD and tracking them for better result.

Giving the Product Knowledge to Agencies on daily basis.

Ensure all activities like New Business issuance, initial underwriting coordination.

Achieving the Renewal Collection for branch by regular follow up with the Agencies.

BAJAJ ALLIANZ LIFE INSURANCE CO. LTD, From MAY 2007 – MARCH 2009.

Customer Support Executive, Operations.

JOB RESPONSIBILITIES: -

IRDA Exam Papers Processing.

Invocation of New Business.

Scrutiny of the Cashiered Proposals and following the same till Issue.

Policy servicing including correction, Fund Switching, Free look Cancellation.

Payouts for Freelook Cancellation, Surrender, and Partial Withdrawal.

Customer Servicing, Underwriting, Financial Reconciliation Activities & Agency Management.

Underwriting of the medical cases of the branch falling within my limits.

MIS analysis and action on the same.

EDUCATION

MBA (Marketing and HR), Berhampur University, Orissa.

B.A (Eco. Hons), Berhampur University, Orissa.

PG Diploma in Computer Application from ET&T Berhampur, Orissa.

COMPUTER PROFICIENCY

Win 8.1/ 10, MS-Office – 2010, 2016.

PERSONAL INFORMATION

DOB: 24.05.1985

FATHER: Late Prasanna Kumar Acharya.

Present Address: Flat #001 Ground Floor, “BLUE BELLS”, #48, 3rd Cross, 2nd Main, BCC layout,

Attiguppe, Vijayanagar, Bangalore – 560040

Mahesh Prasad Acharya

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