Dr.Mohammed Zuber khan

Bancassurance Leader | AU Small Finance Bank | Role: Driving Life, Health, and General Insurance Business | Expertise in Third-Party Products (TPP) Key Responsibilities & Achievements: • Collaborated with senior management, partners, and Insurance FTEs to drive consistent business growth. • Implemented persistency control measures and tracked key performance metrics, enhancing business outcomes and client retention. • Built and maintained a strong clientele of 200+ customers, ensuring high levels of customer satisfaction and loyalty. • Resolved customer grievances within stipulated TAT, ensuring a seamless customer experience. • Conducted comprehensive market research and prepared detailed reports to identify growth opportunities and acquire new retail clients. • Optimized product mix strategies to maximize both profitability and volume generation. • Designed and facilitated training programs, enhancing the skills and productivity of team members to achieve business targets. Impact: • Successfully drove life insurance across 4 companies, health insurance across 3 companies, and general insurance across 2 companies in the SWADESH R2 region, significantly contributing to the bank’s overall growth in the insurance vertical.

Zonal Banca Manager | Rajasthan, Punjab, MP, UP Driving Life Insurance (3 companies), Health Insurance (2 companies), General Insurance (2 companies), and MOSL across 4 zones, leveraging Third-Party Products (TPP) expertise. Key Responsibilities: - Coordinated with senior management, partners, and Insurance FTEs to drive business growth - Implemented persistency control and key performance metrics to enhance business - Developed and maintained a strong clientele of 200+ customers, ensuring high customer satisfaction - Resolved customer grievances within TAT - Conducted market research, compiled reports, and acquired retail clients - Optimized product mix for maximum profitability and volume generation - Designed and delivered training programs to achieve business targets

Co-Founder, The Saving Credit Co-operative Society Ltd. (Aug 2018 - June 2022) Udaipur, Rajasthan Key Responsibilities: - Team Management: Led sourcing and prospecting teams to acquire new clients and eradicate high-interest systems. - Client Relationship Management: Fostered strong client relationships, providing customized financial advisory services to individuals and businesses. - Marketing and Sales: Promoted a range of banking products, saving schemes, loan schemes, insurance products, and advisory services to potential clients. - Client Progress Review: Regularly monitored client financial progress and provided training to staff members to enhance product knowledge.

Relationship Handled - ABN AMRO BANK / RBS / INDUSIND BANK Key Accountabilities: - Sourced and prospected new clients, while nurturing existing relationships with Channel Partners to drive business growth. - Delivered tailored financial advisory services to individuals and Channel Partners. - Successfully marketed a wide range of Life Insurance products and advisory services to potential clients.

Syndicate Bank - 16 months IndusInd Bank - 8 months Mewar Aanchalik Gramin Bank (Regional Rural Bank) Channel Manager (16 months) Key Achievements: - Collaborated with a team of 10 FPCs to drive business growth across 58 branches. - Coordinated with senior management to develop and implement new business strategies. - Built a loyal client base of 200+ customers through regular interactions and exceptional service. - Ensured timely resolution of customer grievances and maintained high customer satisfaction. - Conducted market research, analyzed data, and provided insights to inform business decisions. - Acquired retail clients, handled insurance and cross-sales, and optimized product mix for maximum profitability. - Designed and delivered training programs to achieve business targets.