DAVID ALELISHVILI
Rego Park,USA
Summary
Dynamic professional with extensive experience in planning, developing, and executing high-impact events and initiatives to drive maximum results. Creative, strategic thinker with proven leadership skills and exceptional client relationship management. Skilled in building lasting connections and attracting new clients to fuel business growth.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Principal | Independent Licensed Insurance Broker
Insure 365 Agency Inc.
Rego Park, NY
08.2024 - Current
- Developing and implementing targeted sales strategies to increase health insurance quotes, leveraging social media, lead generation programs, telephonic follow-up, and door-to-door outreach to secure new clients.
- Representing the company at health insurance industry events, conferences, and public engagements, enhancing brand visibility, and building key industry relationships.
- Organizing and leading health insurance workshops, seminars, and outreach events in the community to support individuals without coverage, and educate them on available health insurance options.
- Ensuring full compliance with health insurance laws, regulations, and company policies, while driving sales, safeguarding the company’s reputation, and mitigating risk.
VP. Branch Manager
JPMorgan Chase Bank
Brooklyn, NY
11.2021 - 08.2024
- Strategically rebuilt a $570 million location, elevating it from 41st to 22nd in a peer group of 44 branches, adding $110 million to the branches' balance sheet.
- Led a successful operational turnaround, driving team motivation, reshaping the organizational culture, and improving overall performance.
- Enhanced client experience by increasing survey scores from 70% to over 90%, significantly boosting customer satisfaction and loyalty.
- Drove branch profitability by empowering bankers through targeted education in customer success, leading to measurable sales growth.
- Achieved audit scores of 95% in 2022, 100% in 2023, and 100% in 2024 demonstrating exceptional attention to detail and operational integrity.
AVP. Financial Center Manager
Bank of America
New York, NY
04.2019 - 11.2021
- Handpicked as the exclusive Financial Center Manager to oversee and optimize operations across all branch locations, driving market-wide success.
- Led strategic communications as Head of the Advisory Council, fostering alignment between leadership and teams.
- Cultivated a culture of transparency and operational excellence, ensuring seamless communication and high engagement with both internal teams and the community.
- Ranked in the top 1% (17th out of 4,500 locations), demonstrating exceptional leadership and operational impact.
- Maintained flawless audit performance with a 100% score in 2019, 2020, and 2021, showcasing unmatched attention to detail and compliance.
Assistant Branch Manager
Capital One Bank
Rego Park, NY
12.2014 - 04.2019
- Motivated teams to problem-solve, build better relationships, and deliver outstanding customer service
- Achieved and sustained the highest audit review ratings for three consecutive years throughout multiple locations
- Obtained year-end rating of 'exceptional' for 2016, 2017, and 2018 for leadership, operations, team building, sales coaching, and customer success
Education
Business Administration & Economics -
Orange County Community College
Middletown04-2011
Skills
- Sales Strategy & Execution
- Operational Management
- Client Relationship Management
- Revenue Growth & Profitability
- Lead Generation & Conversion
- Financial Planning & Analysis
Certification
- Life, Health, Travel License
- AHIP Certified
- NYSOH Small Business & Individual Marketplace Certified
Languages
English
Native/ Bilingual
Georgian
Native/ Bilingual
Russian
Limited
Spanish
Professional
Timeline
Principal | Independent Licensed Insurance Broker
Insure 365 Agency Inc.
08.2024 - Current
VP. Branch Manager
JPMorgan Chase Bank
11.2021 - 08.2024
AVP. Financial Center Manager
Bank of America
04.2019 - 11.2021
Assistant Branch Manager
Capital One Bank
12.2014 - 04.2019
- Life, Health, Travel License
- AHIP Certified
- NYSOH Small Business & Individual Marketplace Certified
Business Administration & Economics -
Orange County Community College
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