vikas gupta

vikas gupta

area head

About

Channel Manager- Health Development at Cholamandalam MS General Insurance Co. Ltd.

Country

india

City

āgra

Industry

financial services

Skill

wealth management

Experience

area head

birla sun life insurance

agency manager

birla sun life insurance

2009-7 - 2010-12 · 1 yr 6 mos

To recruit and train Insurance Advisors and procure business from them.

pinebridge investments asset management company

relationship manager

pinebridge investments asset management company

2010-12 - 2012-11 · 2 yrs

* 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.

invesco asset management (india) private limited

relationship manager

invesco asset management (india) private limited

2007-7 - 2009-1 · 1 yr 7 mos

* 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.

cholamandalam ms general insurance co. ltd.

channel manager- health development

cholamandalam ms general insurance co. ltd.

2013-4 - Present · 13 yrs 6 mos

* 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

pioneer montessori school

finance

lucknow christian inter college,u.p. board

lucknow christian inter college,u.p. board

lucknow christian degree college

lucknow christian degree college

vikas gupta's Contact Information

Email

******@***.com

Phone

(**) *** ****

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