ALOK KUMAR GAUTAM Mob: +91 9936791110

Email: alokgautam83@yahoo.in
SYNOPSIS


M.B.A. [MARKETING & FINANCE] with over 13 years of experience in hard core sales & marketing.

A keen executor of the strategies with proven abilities in closing sales, growing and managing new customer
database and client relationships.

Have expertise in explaining concept, financial products, and legal formalities.

An effective communicator with proven pursuing skills and team spirit. Extensive experience in management
of product launch & product promotion events.

AREAS OF EXPERTISE

Sales

Develop sales strategies to build consumer preference and drive volume business.

Analyze customer needs, market scenario and returns & other critical trends to offer the customer the best.

Implement sales activities to achieve volume business and procuring new customers.

Business Development

Identify and develop new streams for long-term revenue growth and maintaining relationships with customers
to achieve repeat/referral business.

Utilize the public information and personal network to develop marketing intelligence for generating leads.

ORGANIZATIONAL DETAILS

Currently associated with Care Health Insurance Ltd. as Cluster Manager, Lucknow from Jan.
2022 to till Date.

Roles & Responsibilities:-


The Cluster Manager has the responsibility of driving Sales & Achieving the Sales target with the help of Sales
Manager’s, Sales Officer’s & Relationship Manager’s for the assigned Bank (Punjab National Bank) branches.

Support the CRO in his Sales effort, in terms of generating benefit illustration, accompanying on client calls if
required.

Spearhead all lead generation initiative from the bank, weather through walk in, data mining, referrals and
others.

Engage the employee of the bank branches in regular discussion to transfer knowledge about Insurance,
Company’s product offering and understand their issues/concern about selling Insurance (If any).

The Bank is the key customer of the Cluster Manager and he has to engage an open and trusting relationship
with the Branch Mangers/Officers/Staff.

Achievement of Monthly/Quarterly/Half yearly and Annual Sales Target.

Lastly associated with IndiaFirst Life Insurance Co. Ltd. as Business Manager, Lucknow from
Oct. 2018 to Jan. 2022.

Roles & Responsibilities:-


The Business Manager has the responsibility of driving Sales & Achieving the Sales target for the assigned Bank
(Union Bank of India & Bank of Baroda) branches.

Support the CRO in his Sales effort, in terms of generating benefit illustration, accompanying on client calls if
required.

Spearhead all lead generation initiative from the bank, weather through walk in, data mining, referrals and
others.

Engage the employee of the bank branches in regular discussion to transfer knowledge about Insurance,
Company’s product offering and understand their issues/concern about selling Insurance (If any).

The Bank is the key customer of the Business Manager and he has to engage an open and trusting relationship
with the Branch Mangers/Officers/Staff.

Achievement of Monthly/Quarterly/Half yearly and Annual Sales Target.
Worked with Anand Rathi Share & Stock Brokers Ltd. as Branch Manager Sales – Privilege,
Lucknow from Dec. 2017 to Oct. 2018.

Roles & Responsibilities:-


To handle a team of 11 Sr. /Relationship Manager.

Business Development in all segments along with major focus on Margin & Revenue.

Business generation from existing clients through reference.

Have to cross sell Third Party Products (Life/Health Ins. , MF & PMS)

Focusing on BTL activities for awareness of products & to increase sales.
 To conduct daily meetings as joint calls with regular follow ups of monthly targets.

Worked with Angel Broking Pvt. Ltd. as Sales Manager – Lucknow from July 2014 to Nov.
2017.

Roles & Responsibilities:-


To handle a team of 10 Executives (Online & Offline).

Business Development in all segments along with major focus on Margin.

Business generation from existing clients through reference.

Have to cross sell Third Party Products (Life/Health Ins. & AG/PMS)

Focusing on BTL activities for awareness of products & to increase sales.

To conduct daily meetings as joint calls with regular follow ups of monthly targets.

Worked with India Advantage Securities Ltd as Relationship Manager - Lucknow f r o m

November 2011 - June 2014.

Roles & Responsibilities:-


Major focus on Business Development.

Have to generate Revenue as per the targets

Client acquisition and maintenance.

Take action immediately for any kind of poor service to client.

Maintain list of clients who has suffered because of poor services & plan of action to improve the
services for these clients.

Maintaining daily call reports along with discussion take place while meeting clients.

Worked with Bharti Axa Life Insurance Co. Ltd. As Agency Manager – Lucknow from Oct-
2008 to Oct.-2011.

Roles & Responsibilities:-


Recruit Advisor’s & develop business. Sales of the products: Life insurance.

Explanation of the company products to the prospect customers.

Business and revenue generation with the existing clients along with Renewals.

Developed a good reputation with HNI Clients in the City.
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Responsible for the training of the team members and sourcing business through them.

TECHNICAL PROFICIENCY

Computer hardware maintenance.

Use of Operating system for Reports/Charts/Presentations & Internet works.

PROFESSIONAL ACADEMIA


M.B.A. from C.L.M.T. College with MARKETING & FINANCE in 2010.
 ACADEMIA

Graduation in Bachelor in Art (B.A) from Lucknow University in 2006.

Intermediate from Colvin Taluquadars College (UP Board) in 2001.

High School from C.M.S. (UP Broad) in 1999.

PERSONAL DETAILS

Date of Birth : 04th Sep. 1983

Father's Name : Mr. T.C. Gautam
Address : 555 GA/122 Subhash Nagar, Alambagh, Lucknow-226023
Mobile No. : +919936791110
Marital Status : Married
Pan No. : ALLPG7570R

DECLARATION

I hereby declare that all the above information is true to the best of my knowledge.

Date:-

Place: - Lucknow (Alok Kr. Gautam)