Mohammad Usman
Kurla
Summary
Dedicated professional offers many years of experience in product solutions. Polished and articulate professional skilled in engaging specialists and potential customers. Expert at learning in-depth functions and information about products, competitive offerings, and cutting-edge developments.
Overview
12
12
years of professional experience
Work History
Senior Business Development Manager
SBI GENERAL INSURANCE Co LTD.
Ghatkopar
09.2022 - Current
- Handling a Branches of SBI Bank for General Insurance Business for Ghatkopar (10 Branches).
- Reviewing and updating management at regular intervals.
- Visiting respective branches and review them with Branch manager at regular intervals.
- Monthly Meeting with Regional Manager at (RBO Office) and DGM at (Zonal Office) for discussing the strategy to increase the Business over the Month and budget and pushing for the Business.
- Mentoring and coordinating with Non-Life Executives to improve branch business.
- Responsible to quote for various lines of business such as GMC, GPA, Fire Insurance, Motor, Health, Liability Insurance etc.
- Meeting and understanding requirements of HNI Clients.
- Achieving persistency target on Monthly Basis.
- Providing After Sales Service to existing clients.
Unit Sales Manager
ICICI LTD
02.2020 - 01.2022
- Develop the partner channel for General Insurance cross-sell at the assigned ICICI Bank branches to increase the penetration of GI business.
- Regular training of ICICI Bank Branch staff and Wealth RMs on cross sell of insurance products like Health, Motor, Marine, Fire, liability insurance etc.
- Regular Coordination with Regional Head and Regional Head Sales to drive GI business.
- Maintaining Daily Sales Report & reporting to Sr. Manager.
- Meeting Regional Head and Regional Sales Heads for discussing the strategy to increase the Business over the Month and budget and pushing for the Business.
- Managing branches of ICICI Bank Ltd (Channel partner) for sourcing Health Insurance, Motor Insurance and SME cases and etc.
- Maintaining daily sale report & reporting to Sr. Manager.
Deputy Manager
Kotak securities Ltd
06.2014 - 01.2020
- Managing branches of Kotak Mahindra Bank(channel partner) for sourcing online trading and D-mat account from their Branch Banking and Sales team in order to achieve their monthly budgets.
- Acquisition of HNI plus RETAIL clients in Equity and Mutual fund.
- To activate clients account and give them trading platform knowledge.
- Analyzing current market trends and competitor information to help in strategizing the future sales plan.
- Achievement of monthly sales and revenue target.
- Taking part in sales training programs to increase performance.
Sales Executive
ICICI Securities Ltd
11.2013 - 05.2014
- Acquisition of HNI plus RETAIL clients in Equity and Mutual fund.
- To activate clients account and give them trading platform knowledge.
- Analyzing current market trends and competitor information to help in strategizing the future sales plan.
- Achievement of monthly sales and revenue target.
Education
Bachelor of Arts -
Faizabad University
Faizabad, India05-2013
Skills
- Client relationship management
- Sales strategy development
- Market analysis
- Insurance product knowledge
- Team leadership
- Training and coaching
- Sales reporting
- Cross-selling techniques
- Business development and planning
- Self motivation
- Staff training and development
- Budget management
- After sales service
- Communication skills
- Problem solving
- Time management
- Sales operations
- Training and mentoring
- Strategic partnerships
- New business development
Accomplishments
- Won Certificate of Star of Branch 2024.
- Won Certificate and Prized for Loan Ka Sultan 2024.
- Won Certificate and Prized for Trail Blazer.
- Won Certificate of 100% Branch with SP 2024.
- Win the P&L Hungnam contest and earn a revenue of 250000.
- Achieve highest number of account opening, highest margin, highest KRA every Month.
- Won award for consistently achieving the highest KRA of 129% for consecutive five months.
- Recognized and Awarded for highest number of Activations in the third quarter of financial year 2016-17, 2017-18, 2018-2019.
- Recognized and Awarded for highest number of accounts opened in every year.
- Handling one of the Top 20 Kotak Mahindra bank branches.
- GI RH Club Drive Contest winner.
- Achieve highest health sourcing.
- YTD 56 Lakhs SME Sourcing.
- Won Certificate of Excellence in the month of November.
- Won Certificate of Start performer in the month of November 2022.
- Won Certificate of Start performer in the month of December 2022.
Disclaimer
I do hereby declare that all information's are true, correct to the best of my knowledge and belief, I hope you will consider my C.V.'s favorable and call me for an Interview with the delegate and prove my worthiness and capabilities. I shall be ever grateful to you at all time.
Hobbies and Interests
- Cricket
- Listening Music
Personal Information
- Date of Birth: 01/30/92
- Nationality: Indian
- Marital Status: Married
Languages
English
Proficient
C2
Hindi
Proficient
C2
Timeline
Senior Business Development Manager
SBI GENERAL INSURANCE Co LTD.
09.2022 - Current
Unit Sales Manager
ICICI LTD
02.2020 - 01.2022
Deputy Manager
Kotak securities Ltd
06.2014 - 01.2020
Sales Executive
ICICI Securities Ltd
11.2013 - 05.2014
Bachelor of Arts -
Faizabad University