PARVEEN KUMAR
Tel.: (Mobile) 859-***-****/971******* ~ E-mail: adrsu3@r.postjobfree.com
Inclination to grow & evolve in Client Relationship Management and be an invaluable asset of a growth oriented organization, preferably in Banking and Investment sector.
Academic Qualification
Passed Graduation in Arts from M.D. University, Rohtak, HR.
Passed DISM from Aptech computer Institute in Gurgaon.
Company: Worked with Reliance Life Insurance Company Ltd. as Key Business Manager
At Gurgaon Branch from 1st June, 2021 to Sep, 2021
Company: Worked with Bajaj Life Insurance Company Ltd. (Agency Channel) as Associate Partner Sales
At Gurgaon Branch from 14th Nov, 2019 to April, 2021.
Company: Worked with PNB Metlife Life Insurance Company Ltd. as Terriatry Manager
At Delhi Branch from 21st May 2018 to 13th Nov 2019.
Company: AEGON LIFE INSURANCE CO LTD (Agency Channel), May, 2014 to April, 2018.
Designation: Joined as B.M. in 2014 and took two promotions
In 2015 got promotion as SBM
In 2016 again got promotion as BDM
Responsibilities:
Mentored the team of Advisors to capitalize on business potential from all the surrounding areas.
Focused on creating Club Members for sustaining good percentage of advisor retention and continuous focus on relationship building with team of Advisors.
Monitoring numbers and achieving overall targets on a daily, weekly & monthly basis to meet delivery requirements.
Achievements: Year 2014 to till date
Within joining of three months qualify Summer Sizzle contest.
Qualify Bollywood night contest
Qualify LTIP
Got promotion in 2014 from Business Manger to Sr. Business Manager
Recruit 27 Advisors
Got 5th position Pan India and 1st in Gurgaon branch in agency Recruitments.
Achieved 200% of goal sheet in 2014
Qualify Bangkok Trip
Qualify Dubai Trip
Qualify Bali Trip
Qualify Bollywood night contest again in 2015
Qualify LTIP 2nd time in a row
Got 2nd promotion in 2015 from SBM to BDM
Got Star award in 2015
Qualify CDO preferred club got and 6th position among Top 25 in Pan India
Got most prestigious and top award RED Carpet of Aegon Life Insurance
Achieved above 200% of goal sheet again in 2015
Got 3rd position in NOP Pan India
13th month persistency maintained 94% till date
Jan; 2011 to May; 2014 with Star Union Dai-ichi as Assistant Manager (Bancassurance) Joint Venture Co. of BANK OF INDIA and UNION BANK OF INDIA
Significant Highlights
Successfully handled HNI clients worth over Rs. 10 Lacks with the bank.
Deals with Branch HNI Customer achieve the target for Branch through Deposits, Advances (Car Loan, Home Loan & Education Loan).
Dealing with walk in Customers and Handle the various Queries
Attaining the target for branch through cross selling.
Covering four Bank Branches of Bank of India in Rohtak, Bhiwani, Bahadurgarh and Dadri.
Oct ; 2010 to Dec 2011 with S. R. Marketing (DSA of TATA HOME FINANCE) as Sales Executive, Gurgaon.
PERSONAL DOSSIER
Address : Flat No 204,2nd floor Sappire Tower BDI Sunshine Bhiwadi 301019.
Linguistic Abilitie. : English & Hindi
CTC. : 7.80Lakh
PARVEEN KUMAR