Anurag Tripathi

Lead, mentor and manage the team to get the best performance out of them. Giving product training, underwriting aspects training, motivating and ensuring consistency in business of the team members.

Develop and execute comprehensive sales strategies and campaigns to achieve cumulative targets

Market analysis and providing industry /product feedback to top management for up-gradation of products.

• Proactively identified new business opportunities through customer meets, referrals from existing clients.
• Developed comprehensive financial plans for clients, including investment strategy, retirement planning.
• Delivered exceptional client service through prompt communication, proactive problem-solving, and a commitment to always putting the client's interest first.
• Participated in ongoing professional development programs to stay current on industry trends and best practices.
• Cultivated strong relationships with clients through regular communication and in-person meetings to review progress toward financial goals.
• Implemented tax-efficient investment strategies to maximize after-tax returns for clients.
• Designed custom-tailored portfolios based on individual client needs, risk tolerance levels, time horizons, financial objectives.
• Helped clients make informed decisions about financial future.
• Educated clients on financial topics and best practices.
• Collaborated with tax professionals to increase clients faith and better experience.

• Handled prospective customer's leads of income up to 15 lakhs per annum, received on LIC's official website.
• Personal meeting with the clients to understand their needs and to provide the best possible planning solution for their financial independability.
• Exceeded sales targets by effectively managing a diverse portfolio of products and services.
• Consistently monitored sales performance metrics, adjusting tactics as necessary to achieve desired results.

• Handled prospective customer's leads of income up to 10 Lakhs per annum received on LIC's portal.
• Did customer surveys through cold calling to generate new leads.
• Drove team revenue totals by bringing in top sales numbers.
• Collaborated with marketing team members to create targeted promotional campaigns, resulting in increased brand awareness and sales performance.
• Conducted market research to identify new business opportunities, supporting the expansion of the company''s client base.
• Leveraged social media presence effectively for boosting personal branding which led to increased lead generation and sales conversions.

Online promotion for several clients through bulk e-mailing, bulk sms to generate good number of leads for them.

Organized regular events at J W Marriott, Juhu(Andheri), Hotel Renaissance, powai.