Ashish Pathak
Gurgaon
Summary
Dynamic Team Coach at Policy Bazaar Insurance, recognized for driving a 1.3 Crore monthly sales target through effective sales strategy development and exceptional client relationship management. Skilled in policy analysis and conflict resolution, I empower teams to exceed performance goals while fostering a collaborative and motivated work environment.
Overview
10
10
years of professional experience
Work History
Team Coach
Policy Bazaar Insurance Web aggregator private Limited
07.2015 - Current
- Sales Agenda
- Call potential clients in order to expand their own customer base
- Interview prospective clients to get information about their financial resources and discuss existing coverage
- Explain the features of various policies
- Analyze client’s current insurance policies and suggest additions or other changes
- Customize insurance programs to suit individual clients
- Handle policy renewal
- Calculate premiums and establish payment method
- Explain features, advantages and disadvantages of various policies to promote sale of insurance plans
- Explain necessary bookkeeping requirements for customer to implement and provide group insurance program
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients
- Monitor insurance claims to ensure they are settled equitably for both the client and the insurer
- Bringing out the best in others(teammate)
- Giving constructive feedback—Both positive and negative
- Delegate and promote collaboration within team environment
- Communicating with a variety of personality types
- Perceiving and understanding employee work styles
- Resolving disputes within Teams
- Serving before leading team
- Unifying teams every time
- Transparent and reveal our plans for the future& Target sales
- Frequently host team-building activities
- Being approachable with Management for team appraisal
- Representing team for monthly Meeting
- Willingness to learn from the team
- Strategically facing difficult conversations
- Motivating & Managing Employees Resources/Team
- Choosing Authenticity while working with teammates
- Being center for Long term with company
- Think beyond meeting
- Seeking balance & development
- Combining speed & stability of team for monthly target
- Promote forward looking agenda
- Stay Active to achievement target
- Reframing team agenda & sales plan
- Defending against biases
- Determine what needs to get done
- Identify strengths and weaknesses
- Team member roles and responsibilities
- Complete tasks and assignments
- Maintain a team calendar or schedule
- Prepare material for your team
- Schedule and hold meetings
- Facilitate discussion
- Communicate with team members
- Assign responsibilities
- Draft and deliver correspondence
- Supervise team members
- Support team members
- Inviting feedback from my team
- Practicing team skills & keep recording of it
- Talking with each other about current skills
- Planning to Achieve target sales monthly
- The guidance to support strategy implementation Responsible to Drive agreed Service Level for Support request in Pen India
- Working on Act, Plan, Work, Do, method
- Identify high risk audiences
- Willingness for more coordinated working
- Targeted access and inclusion actions
- Measuring indicators of progress, including progress towards targets
- Offer opportunities for self-development
- Recognizing a Job Well Done on behalf of monthly Sales Report
- Boosting Team Sprit
- Prepare Material for teamwork
- Maintain a team calendar or schedule
- Providing Training to teams
- Schedule and hold meetings
- Facilitate discussion
- Communicate with team members
- Summarize and identify next steps
- Considering S.M.A.R.T goals Plan (Specify, Measurable, Achievable, Realistic, TimeLine)
- Review sales goals first thing in the morning every day
- Setting picture goal out & plan for the week and review goals and actions for the day
- Review how the day went and set goals and actions for the next day
- Commit to a goal’s routine
- Measure sales activities
- Reduce the length of your sales process
- Set plan to achieve Sales target 1.3 Crore monthly & make team ready to do work together to becoming target oriented
- Target Achievement Award
- Designation promoted From Subject Matter expert to Team Coach
Education
MBA -
UPTU
01.2017
BBA -
UPTU
01.2015
12th -
U.P. Board
01.2012
10th -
U.P. Board
01.2010
Skills
- Results-oriented performer
- Client relationship management
- Sales strategy development
- Policy analysis
- Team performance monitoring
- Insurance program customization
Hobbies and Interests
- Playing Guitar
- Singing
- Driving
Training
- Attended Seminar For Teamwork
- Sales Planning & Strategy Seminar
Languages
- Hindi
- English
Personal Information
- Date of Birth: 01/26/93
- Gender: Male
Timeline
Team Coach
Policy Bazaar Insurance Web aggregator private Limited
07.2015 - Current
MBA -
UPTU
BBA -
UPTU
12th -
U.P. Board
10th -
U.P. Board
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