Rajat Dash's Profile
 | Bharti axa life insurance |
Rajat Dash | |
Branch Manager/Regional Manager, Bharti axa life insurance | |
confidential Bhubaneswar, India | |
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Professional summary
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Current Experience:
Branch Manager/Regional Manager, Bharti axa life insurance
Current Experience: Branch Manager/Regional Manager, Bharti axa life insurance
Previous: Co Ltd Branch Manager, Till Bharti Axa Life Insurance Co Ltd
Ltd Business Partner Manager, Bharti Axa Life Insurance Co Ltd
Co Ltd Branch Manager, Bharti Axa Life Insurance Co Ltd
WM, RBS
WM, RBS
Kanpur Relationship Manager, AXIS Bank Ltd.
Kanpur Deputy Manager, AXIS Bank Ltd.
Kanpur Relationship Manager, AXIS Bank Ltd.
ICICI Prudential Life Insurance Co. Ltd.
ICICI Prudential Life Insurance Co. Ltd.
ICICI Prudential Life Insurance Co. Ltd.
Chandigarh Senior Marketing Associate, Riken Infosys Pvt. Ltd.
Chandigarh Senior Marketing Associate, Riken Infosys Pvt. Ltd.
Chandigarh Senior Marketing Associate, Riken Infosys Pvt. Ltd.
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Contribution score:(56 points)
- Contacts: 3 connections, 4 following, 2 followers
Rajat Dash's Experience
| Current : |
Branch Manager/Regional Manager, Bharti axa life insurance |
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| Insurance | ||
Working from 2010 | ||
| Current : |
Branch Manager/Regional Manager, Bharti axa life insurance |
|
| Insurance | ||
Working from 2010 | ||
| Previous : |
Co Ltd Branch Manager, Till Bharti Axa Life Insurance Co Ltd |
|
Worked from 2010 to 2012 | ||
Brief summary :
Since May2010-Till Date Bharti Axa Life Insurance Co Ltd Branch Manager Key Deliverables: Strategizing the long term business directions of the region to ensure maximum profitability in line with organisational objectives. Driving business growth through identification and penetration of new market segments for attainment of targets with a view to optimize revenue. Managing Business Partners Channel. Looking after the western Orissa region in the role of area manager, Managing a team of SDMs, SMs, BPEs Team size 23 people. Attainments: Created the entire Telecom distribution of western Orissa from scratch with self initiative for Life Insurance Business. Produced three convention qualifiers from team. Best performer in entire BP East business wise and nop wise in the JFM in the financial year 2010-2011. Produced 3 qualifier in Thiland+pataya from entire BPC- east team. Organised promotional activities such as Bop Meets with AIRTEL Distributor, Retailers in all locations. etc. Significantly targeted new market segments for Retail Business. Managing approx all locations of western Orissa. Performance in the east zone always in Top three positions. Since Apr08-Jan2009 ABN AMRO Bank NV, Nasik Wealth Manager - VGPB Key Deliverables: Strategizing the long term business directions of the region to ensure maximum profitability in line with organisational objectives. Driving business growth through identification and penetration of new market segments for attainment of targets with a view to optimize revenue. Managing asset allocation in Mutual funds/Structured/Private Equity Funds/REIT Fund/Art Fund/Cinema Venture Capital Fund/PMS. Managing AUM of 25cr. Attainments: Generated business tie ups with leading corporates such as ABB, EPCOS and MICO for retail business. Holds the distinction of ramping up revenue to Rs. 5 lakhs bench mark in a month. Organised promotional activities such as Presentation in PWD, activities in Fravashi International School and Presentation in Corporate Houses, etc. Significantly targeted new market segments for saving accounts. Got confirmation in 6 months; appreciation letter from Line Manager for sales of Mutual funds during Sep08. Attended Cohen Brown Training for Effective Sales Promotion. | ||
| Previous : |
Ltd Business Partner Manager, Bharti Axa Life Insurance Co Ltd |
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Worked from 2010 to 2011 | ||
Brief summary :
Since May2010-April2011 Bharti Axa Life Insurance Co Ltd Business Partner Manager-BPC Key Deliverables: Strategizing the long term business directions of the region to ensure maximum profitability in line with organisational objectives. Driving business growth through identification and penetration of new market segments for attainment of targets with a view to optimize revenue. Managing Business Partners Channel. Looking after the western Orissa region in the role of area manager, Managing a team of SDMs, SMs, BPEs Team size 23 people. Attainments: Created the entire Telecom distribution of western Orissa from scratch with self initiative for Life Insurance Business. Produced three convention qualifiers from team. Best performer in entire BP East business wise and nop wise in the entire financial year. Produced 1 qualifier in Thiland+pataya from entire BPC- east team. Organised promotional activities such as Bop Meets with AIRTEL Distributor, Retailers in all locations. etc. Significantly targeted new market segments for Retail Business. Managing approx all locations of western Orissa. Performance in the east zone always in Top three positions. Since June09-Sep2009 HDFC BANK LTD, PUNE Manager - IMPERIA Key Deliverables: Strategizing the long term business directions of the region to ensure maximum profitability in line with organisational objectives. Driving business growth through identification and penetration of new market segments for attainment of targets with a view to optimize revenue. Managing asset allocation in Mutual funds/Structured/Private Equity Funds/REIT Fund/Art Fund/Cinema Venture Capital Fund/PMS,Fd. Managing AUM of 100cr. Attainments: Significantly targeted new market segments for saving accounts. Looking after fds and other business from big corporate houses in the city like kbl. Effective in making business through Lc and Bg for the bank. Providing big reference for private clients for big clients for private banking. Since Apr08-Jan2009 ABN AMRO Bank NV, Nasik Wealth Manager - VGPB Key Deliverables: Strategizing the long term business directions of the region to ensure maximum profitability in line with organisational objectives. Driving business growth through identification and penetration of new market segments for attainment of targets with a view to optimize revenue. Managing asset allocation in Mutual funds/Structured/Private Equity Funds/REIT Fund/Art Fund/Cinema Venture Capital Fund/PMS. Managing AUM of 25cr. Attainments: Generated business tie ups with leading corporates such as ABB, EPCOS and MICO for retail business. Holds the distinction of ramping up revenue to Rs. 5 lakhs bench mark in a month. Organised promotional activities such as Presentation in PWD, activities in Fravashi International School and Presentation in Corporate Houses, etc. Significantly targeted new market segments for saving accounts. Got confirmation in 6 months; appreciation letter from Line Manager for sales of Mutual funds during Sep08. Attended Cohen Brown Training for Effective Sales Promotion. | ||
| Previous : |
Co Ltd Branch Manager, Bharti Axa Life Insurance Co Ltd |
|
Worked from 2010 to 2011 | ||
Brief summary :
Since May2010-Till date Bharti Axa Life Insurance Co Ltd Branch Manager-BPC Key Deliverables: Strategizing the long term business directions of the region to ensure maximum profitability in line with organisational objectives. Driving business growth through identification and penetration of new market segments for attainment of targets with a view to optimize revenue. Managing Business Partners Channel. Looking after the western Orissa region (30 locations). Managing a team of SDMs, SEs, BPEs Team size 33 people. Attainments: Made Lot of tie ups across region Distributors (Airtel), Retailers (Airtel) for retail business. Organised promotional activities such as Bop Meets with AIRTEL Distributor, Retailers in all locations. etc. Significantly targeted new market segments for Retail Business. Managing approx 30 locations of western Orissa. Listed among top 5 BM in the region. Since Apr08-Apr2010 ABN AMRO Bank NV, Nasik Manager - VGPB Key Deliverables: Strategizing the long term business directions of the region to ensure maximum profitability in line with organisational objectives. Driving business growth through identification and penetration of new market segments for attainment of targets with a view to optimize revenue. Managing asset allocation in Mutual funds/Structured/Private Equity Funds/REIT Fund/Art Fund/Cinema Venture Capital Fund/PMS. Managing AUM of 25cr. Attainments: Generated business tie ups with leading corporates such as ABB, EPCOS and MICO for retail business. Holds the distinction of ramping up revenue to Rs. 5 lakhs bench mark in a month. Organised promotional activities such as Presentation in PWD, activities in Fravashi International School and Presentation in Corporate Houses, etc. Significantly targeted new market segments for saving accounts. Got confirmation in 6 months; appreciation letter from Line Manager for sales of Mutual funds during Sep08. Attended Cohen Brown Training for Effective Sales Promotion. | ||
| Previous : |
WM, RBS |
|
| Banking | ||
| Previous : |
WM, RBS |
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| Banking | ||
| Previous : |
Kanpur Relationship Manager, AXIS Bank Ltd. |
|
Worked from 2006 to 2008 | ||
Brief summary :
May06-Mar08 AXIS Bank Ltd., Kanpur Relationship Manager - FAS Major Products Handled: Mutual Funds (All Fund Houses), CASA Key Deliverables: Managing complete business operations with accountability for profitability with a total strength of 6 Business Development Executives. Forecasting monthly/ annual sales targets and executing them in given time frame by organisational planning. Managing AUM INR Rs. 6 Crores. Providing banking and portfolio services such as deposit mobilization, mutual funds. Attainments: Ranked: 6th in Pan India and 1st in North Zone for selling Mutual Funds products among all RM - FAS during 2007-2008. Holds the distinction of mobilising 400 sips within 15 days by doing presentation in 2 army regiments during 2006-2007. Demonstrated abilities by attaining No. 1 position for 5 times in the zone in revenue wise during 2006-2007. Essayed a key role in organising investors meet in 2006-2008.(with ICICI AMC,HDFC AMC(2 times) Generated Rs. 18 lakhs revenue in the financial year 2006-2007. Strengthened tie ups with two defence regiments and ordinance factory. Established investment desk of branch from scratch to walk in revenue of Rs. 1 lakhs p.m through Mutual funds. | ||
| Previous : |
Kanpur Deputy Manager, AXIS Bank Ltd. |
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Worked from 2006 to 2008 | ||
Brief summary :
May06-Mar08 AXIS Bank Ltd., Kanpur Deputy Manager - FAS Major Products Handled: Mutual Funds (All Fund Houses), CASA Key Deliverables: Managing complete business operations with accountability for profitability with a total strength of 6 Business Development Executives. Forecasting monthly/ annual sales targets and executing them in given time frame by organisational planning. Managing AUM INR Rs. 6 Crores. Providing banking and portfolio services such as deposit mobilization, mutual funds. Attainments: Ranked: 6th in Pan India and 1st in North Zone for selling Mutual Funds products among all RM - FAS during 2007-2008. Holds the distinction of mobilising 400 sips within 15 days by doing presentation in 2 army regiments during 2006-2007. Demonstrated abilities by attaining No. 1 position for 5 times in the zone in revenue wise during 2006-2007. Essayed a key role in organising investors meet in 2006-2008.(with ICICI AMC,HDFC AMC(2 times) Generated Rs. 18 lakhs revenue in the financial year 2006-2007. Strengthened tie ups with two defence regiments and ordinance factory. Established investment desk of branch from scratch to walk in revenue of Rs. 1 lakhs p.m through Mutual funds. | ||
| Previous : |
Kanpur Relationship Manager, AXIS Bank Ltd. |
|
Worked from 2006 to 2007 | ||
Brief summary :
May06-Nov07 AXIS Bank Ltd., Kanpur Relationship Manager - FAS Major Products Handled: Mutual Funds (All Fund Houses), CASA Key Deliverables: Managing complete business operations with accountability for profitability with a total strength of 6 Business Development Executives. Forecasting monthly/ annual sales targets and executing them in given time frame by organisational planning. Managing AUM INR Rs. 6 Crores. Providing banking and portfolio services such as deposit mobilization, mutual funds. Attainments: Ranked: 6th in Pan India and 1st in North Zone for selling Mutual Funds products among all RM - FAS during 2007-2008. Holds the distinction of mobilising 400 sips within 15 days by doing presentation in 2 army regiments during 2006-2007. Demonstrated abilities by attaining No. 1 position for 5 times in the zone in revenue wise during 2006-2007. Essayed a key role in organising investors meet in 2006-2008.(with ICICI AMC,HDFC AMC(2 times) Generated Rs. 18 lakhs revenue in the financial year 2006-2007. Strengthened tie ups with two defence regiments and ordinance factory. Established investment desk of branch from scratch to walk in revenue of Rs. 1 lakhs p.m through Mutual funds. | ||
| Previous : |
ICICI Prudential Life Insurance Co. Ltd. |
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Worked from 2004 to 2006 | ||
Brief summary :
Feb04-May06 ICICI Prudential Life Insurance Co. Ltd., Kanpur Financial Services consultant Key Deliverables: Handling sales and marketing of life insurance products. Steering initiatives towards promotion of insurance products; bancassurance of 11 branches. Implementing competent strategies for boosting business with a view to penetrate new accounts and expand existing ones for meeting pre-determined business objectives and targets. Attainments: Achieved Rs. 4 lakhs revenue in the month of Sep04 from BOI (Bank of India channel). Gave presentation in BOI staffs across branches and contests launched in branches. Activated dead branches of BOI to minimum hygiene productivity, handled newly developed branch of ICICI Bank, Govind Nagar to productive in life insurance business. Recipient of following awards: Member of Honors Club - 2006. Banc Achiever - 2004 and 2005 and Banca Knight Award - 2004. Mid Year Challenge Thiland - 2004 and Samjhuta Express Award - 2004. Operation Victory Contest - 2004. Best performer Award in the Bancassurance channel in U.P. - 2004. | ||
| Previous : |
ICICI Prudential Life Insurance Co. Ltd. |
|
Worked from 2004 to 2006 | ||
Brief summary :
Feb04-May06 ICICI Prudential Life Insurance Co. Ltd., Kanpur Financial Services consultant Key Deliverables: Handling sales and marketing of life insurance products. Steering initiatives towards promotion of insurance products; bancassurance of 11 branches. Implementing competent strategies for boosting business with a view to penetrate new accounts and expand existing ones for meeting pre-determined business objectives and targets. Attainments: Achieved Rs. 4 lakhs revenue in the month of Sep04 from BOI (Bank of India channel). Gave presentation in BOI staffs across branches and contests launched in branches. Activated dead branches of BOI to minimum hygiene productivity, handled newly developed branch of ICICI Bank, Govind Nagar to productive in life insurance business. Recipient of following awards: Member of Honors Club - 2006. Banc Achiever - 2004 and 2005 and Banca Knight Award - 2004. Mid Year Challenge Thiland - 2004 and Samjhuta Express Award - 2004. Operation Victory Contest - 2004. Best performer Award in the Bancassurance channel in U.P. - 2004. | ||
| Previous : |
ICICI Prudential Life Insurance Co. Ltd. |
|
Worked from 2004 to 2006 | ||
Brief summary :
Feb04-May06 ICICI Prudential Life Insurance Co. Ltd., Kanpur Financial Services consultant Key Deliverables: Handling sales and marketing of life insurance products. Steering initiatives towards promotion of insurance products; bancassurance of 11 branches. Implementing competent strategies for boosting business with a view to penetrate new accounts and expand existing ones for meeting pre-determined business objectives and targets. Attainments: Achieved Rs. 4 lakhs revenue in the month of Sep04 from BOI (Bank of India channel). Gave presentation in BOI staffs across branches and contests launched in branches. Activated dead branches of BOI to minimum hygiene productivity, handled newly developed branch of ICICI Bank, Govind Nagar to productive in life insurance business. Recipient of following awards: Member of Honors Club - 2006. Banc Achiever - 2004 and 2005 and Banca Knight Award - 2004. Mid Year Challenge Thiland - 2004 and Samjhuta Express Award - 2004. Operation Victory Contest - 2004. Best performer Award in the Bancassurance channel in U.P. - 2004. | ||
| Previous : |
Chandigarh Senior Marketing Associate, Riken Infosys Pvt. Ltd. |
|
| Chandigarh | ||
Worked from 2001 to 2003 | ||
Brief summary :
Feb01-Aug03 Riken Infosys Pvt. Ltd., Chandigarh Senior Marketing Associate Key Deliverables: Managing marketing operations of in-house projects developed by company by presentations in various STPIs. Tapping areas of growth and proposing new projects to the management to capitalize on such opportunities through market intelligence activities. Attainments: Played a key role in developing first ERP system for substation in Punjab - Rs. 1.2 crores project. Mapped new market opportunities in Amritsar, Chandigarh, Panchkula, Hissar, etc. Recognised as Best Performing Sales Guy in 2001-2002. PROFESSIONAL CERTIFICATIONS AFMI Certification - Advisors Module IRDA Certification - Life Insurance | ||
| Previous : |
Chandigarh Senior Marketing Associate, Riken Infosys Pvt. Ltd. |
|
| Chandigarh | ||
Worked from 2001 to 2003 | ||
Brief summary :
Feb01-Aug03 Riken Infosys Pvt. Ltd., Chandigarh Senior Marketing Associate Key Deliverables: Managing marketing operations of in-house projects developed by company by presentations in various STPIs. Tapping areas of growth and proposing new projects to the management to capitalize on such opportunities through market intelligence activities. Attainments: Played a key role in developing first ERP system for substation in Punjab - Rs. 1.2 crores project. Mapped new market opportunities in Amritsar, Chandigarh, Panchkula, Hissar, etc. Recognised as Best Performing Sales Guy in 2001-2002. PROFESSIONAL CERTIFICATIONS AFMI Certification - Advisors Module IRDA Certification - Life Insurance | ||
| Previous : |
Chandigarh Senior Marketing Associate, Riken Infosys Pvt. Ltd. |
|
| Chandigarh | ||
Worked from 2001 to 2003 | ||
Brief summary :
Feb01-Aug03 Riken Infosys Pvt. Ltd., Chandigarh Senior Marketing Associate Key Deliverables: Managing marketing operations of in-house projects developed by company by presentations in various STPIs. Tapping areas of growth and proposing new projects to the management to capitalize on such opportunities through market intelligence activities. Attainments: Played a key role in developing first ERP system for substation in Punjab - Rs. 1.2 crores project. Mapped new market opportunities in Amritsar, Chandigarh, Panchkula, Hissar, etc. Recognised as Best Performing Sales Guy in 2001-2002. PROFESSIONAL CERTIFICATIONS AFMI Certification - Advisors Module IRDA Certification - Life Insurance | ||
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Rajat's communities
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3258 members, 414 jobs, 347 articles, 46 questions, 47 debates, 22 idea contests.
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Rajat's
contributions
there are actually very few opportunity at senior level at junior level there are plenty as once u grow to higher salary the chances are a few. |
The non availability of skilled employees in the industry is the mail problem.As many deserving people lost their job in recession in the other hand people who are having good contacts with their seniors they were saved by them.so i feel the hr people... |
I think without trying by self one should have a blind belief in the other hand people should not ignore it rather. so yes one should try for such jobs any way no risk no gain. One should get negative by other people's experience becoz some times it's... |
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