Vijay Kumar Sharma

Main responsibilities:
• Financial Underwriting, Assessing Insurable Interest.
• Following tight guidelines of KYC Norms & Anti Money Laundering Guidelines.
• Liaising with other professionals, e.g. underwriters of other companies, brokers,
client representatives and making contracts with banks for statement verifications.
•Maintaining Cost Account for Dubai Office (Commission Payments, other fixed cost).
•Regularly following up the Renewal Premiums as a business continuity plan.
•Undertaking Quarterly Customer Feedback Research Process on Product & Services inUAE and sharing the same with Client services, Investment and Product Teams.

•Responsible for Product Sales from Banks and Corporate Agencies & brokers.
•Month End activities related to issuance of policies, completion of Sales Reports.
•Responsible for Quarterly Performance Review of Unit Sales Managers i.e. “Performance Variance Report”.
•Over Achieving Sales Targets for the region on Monthly basis.
•Following up the Renewal Premiums in coordination with Client Services Team.
•Responsible for arranging Seminars and Product Training to Channel Partners.
•Responsible for Recruitment of Unit Sales Managers.
•Responsible for Advertisement and Promotion activities in the area of operation.
•Responsible for High Level of Quality Service to Channel Partners and above all
Customers.

•Providing end to end banking services to mapped HNI’s and Corporates of the City.
•Responsible for handling the banking transaction flow of HUTCH (now VODAFONE) regional office with average annual flow of 1 million US$.
•Responsible for Sales of Bank’s Products (Loans, Income & Gilt Funds, Insurance)
•Responsible for taking approval of TOD (Temp. over Draft) for mapped corporate.
•Responsible for preparing Monthly Sales Report for the branch.
•Reporting activities to meet KYC and AML requirements on High Priority.

Sales Representative – Responsible for the sales of the following products of HDFC BANK: -
•A/c opening (Current A/c & Saving A/c)
•Credit Cards
•Insurance (Life & General Insurance)
•Depositary A/c
•Value Added Services