AVINASH DUBEY

• Self-motivated, with a strong sense of personal responsibility.
• Worked effectively in fast-paced environments.
• Skilled at working independently and collaboratively in a team environment.
• Proven ability to learn quickly and adapt to new situations.

• Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
• Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
• Built and maintained relationships with new and existing clients while providing high level of expertise.
• Maintained knowledge on banking products and distribution to provide optimal service support.

• Promoted financial products by maintaining excellent service offering knowledge.
• Identified and investigated variances to optimize financial plans and forecasts.
• Achieved consistent recognition as top sales performer.

Roles & Responsibility : Handling the Branch Banking channel of RBL Bank Fort branch My responsibility is to go on call along with branch banking staff , Insignia,Signature RM's and tapping the walk in customer in branch convert them into Life insurance business.

Roles & Responsibility : Handling the Branch Banking channel of Kotak Mahindra bank 2 branches are mapped to me. My responsibility is to go on call along with RO/RM and tapping the walk in customer in branch convert them into Life insurance business.

Roles & Responsibility : Handling the retail channel of HDFC securities 2 branches were mapped to me. My responsibility was to go on investment call which is given by ASM and Sales officer and to convert them into Life insurance business. Attending minimum 2 calls per day visiting 2 branches per day.

Roles & Responsibility :Sourcing Demat and Trading A/C from direct market Generating leads by cold calling , reference and by doing activity etc.