
vikas gupta
area head
About
Channel Manager- Health Development at Cholamandalam MS General Insurance Co. Ltd.
india
āgra
financial services
wealth management
Experience

area head

agency manager
birla sun life insurance
To recruit and train Insurance Advisors and procure business from them.

relationship manager
pinebridge investments asset management company
* Building strong relationship with respective distributors for better performance. * Expanding business by identifying and researching new prospects and help them meet their needs. * Maintaining and strengthening client relations through follow-ups and meetings. * Updating them about our products, market trends, tax related issues and others financial planning aspects.

relationship manager
invesco asset management (india) private limited
* was a joint venture between Fullerton Fund Mgmt.of Temasek Holdings, Singapore and Sabre Capital Worldwide) * Building strong relationship with respective distributors for better performance. * Expanding business by identifying and researching new prospects and help them meet their needs. * Maintaining and strengthening client relations through follow-ups and meetings. * Updating them about our products, market trends, tax related issues and others financial planning aspects. * Achievements: * Introduced the company at local level and made it a strong brand. * Always strived to reach the goals of organization irrespective of constrains affecting the level of motivation. * Mr.Ajay Bagga, the CEO,Lotus India AMC,himself awarded the certificate for gaining the Top position in All India SIP contest. * Achieved No.2 position (after Mumbai), pan India in terms of No.of investors in AGILE Fund NFO and made it a huge success. * Won Dubai Trip on the achievement of certain target in April 2008.

channel manager- health development
cholamandalam ms general insurance co. ltd.
* Working as Channel Manager for Health Insurance Agency Vertical . * To identify and recruit the advisors to procure the Health Insurance Business. * To train the advisors for selling the health plans in their market. * Expanding business by identifying new advisors / clients and getting business from them. * Responsible for Channel Sales through advisors on board.
Education
pioneer montessori school
finance
lucknow christian inter college,u.p. board
lucknow christian degree college
vikas gupta's Contact Information
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