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Alok, IFL, BOB, ABH

Alok Kumar Jha has over 12 years of experience in sales, business development, marketing, and banking. He is currently a Senior Territory Manager at SUD Life Insurance, where he is responsible for driving sales through bank branches and managing a regional sales team. Previously, he held senior roles at SBI Life Insurance, Bajaj Allianz Life Insurance, IndusInd Bank, Kotak Mahindra Bank, and IDBI Bank, where he exceeded sales targets and strengthened client relationships. Alok holds a B.Com degree from Ranchi University and professional certifications in operations and finance.

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Suneel Bhatia
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72 views4 pages

Alok, IFL, BOB, ABH

Alok Kumar Jha has over 12 years of experience in sales, business development, marketing, and banking. He is currently a Senior Territory Manager at SUD Life Insurance, where he is responsible for driving sales through bank branches and managing a regional sales team. Previously, he held senior roles at SBI Life Insurance, Bajaj Allianz Life Insurance, IndusInd Bank, Kotak Mahindra Bank, and IDBI Bank, where he exceeded sales targets and strengthened client relationships. Alok holds a B.Com degree from Ranchi University and professional certifications in operations and finance.

Uploaded by

Suneel Bhatia
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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Alok Kumar Jha

202, B Wing, Ridhi Vinayak CHS Ltd, HANUMAN NAGAR, Umeleman, VASAI WEST
401202
MOBILE NO – 9503706277, Email – alok.vmail@gmail.com
____________________________________________________________________________________

SALES PROFESSIONAL

12 Plus Years of experience in business development manager, sales &


marketing, Banking

PROFESSIONAL EXPERIENCE:

SUD LIFE INSURANCE CO LTD. NOV 2022 to till now

SENIOR TERRITORY MANAGER (Bancassurance)


# Drive sales & achieve targets through the bank branches

# The Bank is the key customer of the business manager & has to engage an open & trusting
relationship with the Branch Manager/officers/staff

# Handle sales team of region which includes Frontline Sales Team.

# Arranging training programs for bank staff on products & selling skills

# Training , Motivating & development of Sales Officers on daily basis

# Increasing productivity of frontline sales team & bank branch.

# Driving contest by goal setting for BMs/SPs and SOs & help them to achieve it.

# Ensure that all service requirements are met, medical facilitated & customers are satisfied,

# Spearhead all lead generation initiative from the bank whether through walk in, data –
mining, referrals and others.

# Maintaining healthy relationship with Regional Manager of Banks to achieve the desired
Sales

#Tracking back office team & underwriting team and helping them for closure of
requirements for issuance of policy on daily basis.
SBI LIFE INSURANCE CO LTD August 2017 to Nov 2022

Senior BUSINESS DEVELOPMENT MANAGER (Bancassurance)

# Responsible for selling life insurance products to walk-in customers in SBI branch through CIFs
and Branch Staffs’
# Responsible for increasing Home Loan Penetration through Credit Life Products to our SBI Home
Loan Customers.
# Building and maintaining Business Relationship with Branch Manager, CIFs and Staffs.
# Responsible for recruitment of New CIFs and increasing the Active CIFs Base in Branches.
# Responsible for Product training, Joint Sales Calls, motivate and support CIFs for New Business
premium Up sell to existing Customers.
# Responsible for Achieving Branch MOM AND YTD Budget of new Business Commission and Renewal
Business commission through maintaining the Renewal Business Persistency of SBI Branches.
# Responsible for driving business through making CIFs to MDRT, COT and TOT.

ACHIEVEMENTS:

# Got 4 rating for consecutive 3 years and 2 promotions

# Got awards for completing targets from AGM of SBI Bhayandar RBO

BAJAJ ALLIANZ LIFE INSURANCE CO LTD Feb 2016 to Aug 2017


Sr RELATIONSHIP MANAGER

# Managing Banca, Broking & NBFC Clients & Agency Direct for Mumbai - Standard chartered Bank
(Customer portfolio Management) Business over my tenure in BALIC.
# Responsible for selling life and health insurance products to Telesales Leads through Direct
Marketing.
# Responsible for selling life and health insurance products to walk-in customers in branch through
Service to Sales (S2S).
# Handling HNI & ULTRA HNI client queries (Pre and Post-Sales).
# involved in Acquisition of clients and driving business

INDUSIND BANK LTD. Sep 2014 to Jan 2016

ASSOCIATE MANAGER.

# To take inbound calls of NRI, Corporate and retail customers (Account holders)

# Assisting new NRI customers to establish relationship with the bank by assisting them with
account opening & sending remittances to his or families account.

# Managing & servicing existing client relationship and acquire new relationship by taking
referrals. Active solicitation by way of timely resolution of their queries, requests or complaints..
KOTAK MAHINDRA BANK LTD. Dec 2010 to Jan 2014

ASSOCIATE MANAGER.

➢ Acquisition of NTB profile of NR customers across the globe


➢ Assisting new NRI customers to establish relationship with the Bank by way of NRI CASA Accounts &
remittance
➢ Managing / servicing existing client relationships and bring in new relationships through referrals/ active
solicitation.
➢ Achieving the revenue targets assigned in terms of transaction through remittance

IDBI BANK LTD. May 2008 to Aug 2010

TEAM LEADER (Direct Sales Team)

➢ Customer acquisition by way of current & saving accounts.


➢ Organizing & managing periodic promotional activities for bank to enhance sales of CA, SA & FDs, MF
➢ Checking all the KYC documents as per the guide lines by the bank

EDUCATIONAL & PROFESSIONAL DEVELOPMENT.

R G I M T – Operations & Finance (2010)

B.COM (1999) ( 63% )


(Ranchi University )

S.S.C (64%) & H.S.C. (63%)1994 / 1996.


B S E B Board & B.I.E.C.

HOBBIES & INTEREST : Traveling, Cricket

DATE OF BIRTH : 26th Oct 1979

PERMANENT ADDRESS : S/O Late Mr Amar Nath Jha, JE 02, Road No 3, Project 3
Vaastu Vihar, Chira Chaas, Bokaro Steel City,
Jharkhand, Pin 827013

REFERENCES : Available on request

DATE : PLACE:
ALOK KUMAR JHA

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