Name of the Candidate Pooja jadam

Location Bangalore
Channel Banca
BDM Category B2/B3
Selection Date 28/12/2023
NB Metric to be captured Benchmark B2 Category
LI Experience 5 Years 2.5 Years Essential
PSU Experience 2 Years 1.5+ Years Desirable
Open Architecture 3 Years 1.5+ Years Essential
Local Candidate Yes Yes, Local Candidate Essential
Stability 2 Years 1.5+ Years Essential
Incentives Earned 15% of fixed + 15% of Fixed Desirable
Clear Record (No Termination) Yes 0 Essential
Agent Code (if any) InActive InActive/NOC Essential
Notice Period Immediate Joiner 30/60 days Essential

Pooja jadam
Mob. No : 9617078984,7828261725
E-mail :- poojajadam3@gmail.com
Career Objective

To establish a career with an Organization where I enhance my sales and professional skills and gain
experience.

Academic Qualifications

 BE FromM. I. T(ujjian m.p)RGPV(2015)

 12 Std completed fromM.P. Board (2011)
 10 std completed from M.P. Board

Experience

Last Working with "Aditya Birla Sun Life insurance company Ltd" as a SRO -
Banca (HDFC Bank) channel..
(March 07, 2022 to May 30th, 2023....)
Role:-
 Design and implement effective marketing strategies to sell new insurance contracts or
adjust existing ones
 Contact potential clients and create rapport by networking, cold calling, using referrals etc
 Appraise the wishes and demands of business or individual customers and sell the
suitable protection plans
 Collect information from clients on their risk profiles in order to offer them the proper solution
 Prepare reports to shareholders on the success of your business endeavors
 Retain continuous awareness of transactions, sales and terms and keep relative records
 Check insurance claims to solidify trust and safeguard reputation
 Frequently replenish job-specific knowledge and apply it on the field
 Fulfill all company-established policy obligations

As a SDM in " HDFC Life " - Banca channel

(February 24, 2020 to March 04, 2022)....
Role:-
 Design and implement effective marketing strategies to sell new insurance contracts or
adjust existing ones
 Contact potential clients and create rapport by networking, cold calling, using referrals etc
 Appraise the wishes and demands of business or individual customers and sell the
suitable protection plans
  Collect information from clients on their risk profiles in order to offer them the proper solution
 Prepare reports to shareholders on the success of your business endeavors
 Retain continuous awareness of transactions, sales and terms and keep relative records
 Check insurance claims to solidify trust and safeguard reputation
 Frequently replenish job-specific knowledge and apply it on the field
 Fulfill all company-established policy obligations

As a Officer in "Jana small finance bank "

(11/02/2019 - 24/08/2019)
Role:-

 Proactively identify sales prospects and conduct business development activities in

the geography assigned Follow up on new leads and referrals to generate business
 Achieving the monthly sales targets, assigned to him/her, for various products and services
 Cross sell assets and fee products
 Follow the various internal guidelines and procedures of the bank
 Ensure customer satisfaction through regular engagement
 Resolve customer queries/issues and facilitate customer service
 Maintain periodic status reports, including daily activity report and calls/follow-ups made

As a sales executive and coordinator(Retail assets-Consumer durable loan ) in

HDFC Bank
(2017-2019)
Role:-

 Proactively identify sales prospects and conduct business development activities in

the geography assigned Follow up on new leads and referrals to generate business
 Achieving the monthly sales targets, assigned to him/her, for various products and services
 Cross sell assets and fee products
 Follow the various internal guidelines and procedures of the bank
 Ensure customer satisfaction through regular engagement
 Resolve customer queries/issues and facilitate customer service
 Maintain periodic status reports, including daily activity report and calls/follow-ups made

As a CSE in Teleperformance indore 12

month (2016-2017)
Role:-

 Cross sell assets and fee products

 Follow the various internal guidelines and procedures of the bank
 Ensure customer satisfaction through regular engagement
 Resolve customer queries/issues and facilitate customer service
 Maintain periodic status reports, including daily activity report and calls/follow-ups made
Interested Fields
 Banking.
 Development
 Management

Strength
 Smart Work
 Quick Learner
 Team Leadership
 Motivate

Hobby
 Listening music, dancing .
 Playing badminton and throw ball.

Personal Details

 Father’s Name : Mr. Pankaj jadam

 DOB. : January 07, 1991
 Gender : Female
 Nationality : Indian
 Languages known : English, Hindi
 Marital Status : merried

Declaration
I hereby declare that all the information given by me is true to best of my knowledge.

Date : (Pooja jadam)