Reetesh Shaw
Sr. Corporate Agency Manager
- Role
- Sr Corporate Agency Manager at HDFC Life
- Location
- Kolkata, WB, IN
- LinkedIn followers
- 500 followers
About Reetesh Shaw
Proficient in all of the company\'s products, like Protection Plan, Savings Plan…
Experience
Sr Corporate Agency Manager
Aug 2022 — Present · Kolkata, IN
Proficient in all of the company\'s products, like Protection Plan, Savings Plan, Investment Plan and Pension & Annuities.· To managed 5 branches and team of 12 SP & LG and others representatives of the assigned channel partner.· Initiate business development strategies so as to generate good volume of business through channel partners branches.· Drive sales and achieve targets through the channel partners branches· Achievement of Monthly / Quarterly / Half yearly and Annual Sales Target· To maintain good relationship with channel partner’s managers.· Maintain and build relationship with the HNI customer\'s of the channel partners.· Developed strong working relationships with channel partners & Managers.· Support the channel partners in his sales effort, in terms of generating benefit illustrations, accompanying on client calls if required etc· The NBFC is the key customer of the Business Manager and he has to engage an open and trusting relationship with the Branch Managers/officers/staff.· Engage with the employees of the channel partner branches in regular discussions to transfer knowledge about insurance, and understand their issues/ concerns about selling insurance (if any)· Understand what the client\'s immediate and future financial requirements are and accordingly integrate this into the suggested plan.· Assess the client\'s financial status, spot problem areas and offer solutions to rectify these.· Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.· Design effective marketing campaigns to target specific markets.· Cold and warm calling to generate insurance sales appointments.· Activate & Penetrate branches for Insurance Sales, Arranging training programs for channel partners on products and selling skills, Increasing productivity of channel partners.· Follow the UW guidelines and keep all the documents from the channel partners as well as clients.
Education
Adarsh Madhyamik Vidyalaya
Commerce
2004 — 2006
Maharaja Sris Chandra College
Bachelor's degree
2006 — 2009
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