1. RESUME
Anuj Jain
Mobile:+919784333695 ~ E-Mail: anuj25_12@yahoo.com
MIDDLE LEVEL ASSIGNMENTS
Sales & Marketing ~ Business Development ~ Training
Professional Abridgement
A dynamic professional with over 8 years of rich experience in Sales & Marketing, Relationship Management,
Training, Team Management & Operations.
Employment Chronicle
Nov - 2014 - Till date with Exide life Insurance Co. Ltd. As "Training Manager"
• Responsible for overall Insurance training for Rajasthan Region.
• Impart training for new advisors on IC 33 module.
• Responsible for Coding and activation of new advisors.
• Responsible to impart full product knowledge to all the new advisors and product refresher for existing
advisors on regular intervals.
• Responsible to impart training to sales team including new product sessions, skill development sessions and
daily morning orange hours sessions.
• Responsible for Joint field calls with Branch managers, Sales managers, Advisors and Financial consultants.
• Driving and motivating new agents to grow and promote internally in the organisation.
• Responsible for creating contests for local level and Area level too, branch management etc.
Significant Accomplishments:
• Received "Well done" award at Area level from the Desk of DGM for achieving 100% advisor activation for
the month of August 2015.
• Received "Well Done" award at Area level from the Desk of DGM for achieving 96% advisor activation for
the month of Sept 2015.
• Received "Certificate of Achievement” at National Level from the Desk of National Head for doing highest
no. Of Codes from repeaters dump.
• Received "Certificate of Achievement” at Zonal level from the desk of SVP for doing highest no. Of codes for
"OND 2015"
Oct- 2013- April-2014 with ICICI Securities Ltd. as Branch Manager
Profile:
• To manage the centre profitability by constantly endeavouring to bring up productivity and also ensuring
reduction in cost.
• Handling team of RM's, LI- SRM, who sell Life insurance, General Insurance, Mutual funds & D-mat
• Ensuring the productivity of Relationship Managers by planning activities for sales, identification of training
needs and measurement of product penetrations, customer awareness and satisfaction.
• Handling HNI (High-net worth Individuals) clients by themselves for closure of sales on all products.
• Complete other related duties as assigned. Provide management direction to foster effective selection,
development and reward of subordinates while contributing to initiatives in support of the Company’s
Diversity programs
• Maintenance of statutory timings, discipline, cleanliness of the centre (as per the guidelines) and compliance
on 5S for better realisation.
Significant Accomplishments:
2. • Awarded by Zonal head for highest life insurance business.
Nov - 2012 – Oct- 2013 with NIIT Institute of Finance, Banking & Insurance Training Ltd. (NIFBIT)
As
Trainer Faculty- Banking & Finance
NIIT is assisting ICICI Bank for creating professionals for modern day Banking, Financial services & Insurance
sectors.
Profile:
• Imparting Education & Training in the field of Banking, Finance & Insurance
Sectors to ICICI Bank Employees
• To train the Freshers & groom them with corporate culture and ethics.
• Offers Training on all the Banking products Like- Bank Deposits, CASA, FD/RD, Loans, Insurance etc.
Jan - 2011 – Oct.-2012 with Bharti-AXA Life Insurance Co. Ltd., Jaipur
As
Relationship Manager- Banc assurance
Handling Reliance Capital Ltd. and Gruh Finance Ltd., Channel Partners – Bharti-AXA Life Insurance Co. Ltd. for
Third Party Insurance.
Profile :
• Heading Rajasthan’s 9 major locations.
• Handling team of two on role employees.
• Handling Third Party Insurance for Reliance Consumer Finance and Gruh Finance Ltd.
• Responsible for Third Party Insurance from Mortgages ,CVCE ( Commercial Vehicle Construction Equipment ) ,
Auto Loans and Gold Loan department.
• Relationship handling for DSA’s.
Significant Accomplishments:
• Awarded Super Star at National Level by CEO for over achieving target by 140%.
• ‘Dubai’ trip sponsored by the organisation for top performance, Feb 2012.
• Achieved First Pan India Third Party Insurance in Construction Finance (Funding CAT – A Builders).
June - 2008 to Dec - 2010 with Max NewYork Life Insurance Co. Ltd., Jaipur
As
Deputy Sales Manager
Joined as Financial Planning Manager at Jaipur and rose to the position of DSM (Direct Sales Team), Jaipur
Branch.
Significant Accomplishments:
• Played a major role in recruiting more than 4 FPM.
• Achieved more than 135% of plan in 2009.
• Played a major role in giving the desire benefit to customers at branch level;
• Proficiently managed a team of 4 FPM
• Instrumental in organizing several marketing activities in order to generate the leads like school seminars, fish ball
activity, etc.
• Handled products like Traditional & unit link insurance plan
• Captain awarded for achieving target by Zonal Head
• Star captain awarded at Zonal level by Zonal Head
3. • Sales Expert awarded at Zonal level by Zonal Head.
DEC’07 – JUNE’08 with HDFC BANK LTD
As Merchant Coordinator
Significant Accomplishments:
• Handling Terminal Stock, Chargeback & retrieval Cases, Credit voucher & Good faith cases, Me payouts Of
Rajasthan.
• Handling All type of calls of the Merchant, resolve the customers Query,
• Making MIS for Stock, C/B, Tid installation.
• Distributing the calls to the Service Engineer.
• Logging calls of the Merchant Complaint, CV, Good faith cases
• Mapping Merchant requirement and providing them with best credit solutions to suit their needs.
• Cross sale products for Merchants: Car loan, Gold loan.
• Maintaining Files For asset movement, C/B cases, CV & GF cases.
Scholastics
• B.A. from Rajasthan University, in 2007
Personal Vitae
Contact Address : 1951 chitrakoot bhawan, ghee walon ka rasta, jhori bazaar,
Jaipur.302003
Date of Birth : 25-dec-1986