Summary
Overview
Work History
Education
Skills
Timeline
Generic

Atul Trivedi

Delhi

Summary

Over 15+ years of General Insurance experience in the insurance industry with a history of being awarded for goal attainment. Meet with potential clients to discuss insurance needs and sell related products. Recognized for building strong relationship with customers, maintaining customer loyalty and trust. Create new sales strategies and execute those strategies in conjunction with corporate sales plans. Review client health care to assess insurance plans and recommend the right combination of deductible and payment. Diagnose customer financial status and develop a plan for life insurance, retirement and fixed income. Strong written and communication skills including presentation skills. A strategic thinker, able to see big picture and understand the risks and opportunities. Ability to perform statistical analysis. Accomplished Sales Manager offering high performance leading development and implementation of superior sales strategy. Proven track record of identifying and creating profitable business opportunities, qualifying authentic prospects and cultivating strong partnerships. Demonstrated expertise in team leadership and development.

Overview

18
18
years of professional experience

Work History

Sales Manager

Bajaj Allianz General Insurance Pvt.
08.2018 - 08.2021
  • Developed and implemented sales strategies to increase market share.
  • Established relationships with key clients, while maintaining existing customer base.
  • Created and presented monthly reports to management on sales performance.
  • Trained, coached, and mentored junior sales personnel to ensure success in their roles.
  • Executed strategic sales plans to expand customer base and revenue.

Sales Manager

Liberty General Insurance
12.2017 - 08.2018
  • Provided technical support for customers when needed, answering questions about product features and capabilities.
  • Built sales forecasts and schedules to reflect desired productivity targets.
  • Maintained accurate records of all transactions between customers and company representatives.
  • Developed sales plans, goals, strategies and objectives to achieve team goals and revenue objectives.

Relationship Manager

SBI General Insurance
12.2012 - 12.2017
  • Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
  • Identified customer needs, developed customized solutions, and provided knowledgeable advice.
  • Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
  • Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.

Sales Devlopment Manager

HDFC standard life Insurance Co.
05.2010 - 12.2012
  • Identified new markets for product expansion and growth opportunities.
  • Conducted market research on potential customers, competitors, and industry trends.
  • Analyzed sales data to identify areas of improvement in the sales process.
  • Managed a team of sales representatives to ensure goals were met or exceeded.

Unit Sales Manager

ICICI Lombard General Insurance
07.2003 - 05.2010
  • Cultivated relationships with key customers to ensure continued business loyalty.
  • Supervised a team of 10+ sales representatives to drive revenue goals.
  • Created and maintained accurate records of all sales activities and transactions.
  • Trained new employees on product knowledge, pricing structures, and other sales techniques.
  • Provided guidance and support to the sales staff throughout their daily operations.

Education

12th -

Govt. Boys Senior Sec. School
01.1999

BBA(Hons) - Marketing

Indraprastha University
05-2003

10th -

Govt. Boys Senior Sec. School
01.1997

Skills

  • Financial records analysis
  • Excellent communication skills
  • Sales expertise
  • Sales territory growth
  • Sales Tracking
  • Territory sales management
  • Sales Reporting
  • Market Research
  • Client Relationship Management

Timeline

Sales Manager

Bajaj Allianz General Insurance Pvt.
08.2018 - 08.2021

Sales Manager

Liberty General Insurance
12.2017 - 08.2018

Relationship Manager

SBI General Insurance
12.2012 - 12.2017

Sales Devlopment Manager

HDFC standard life Insurance Co.
05.2010 - 12.2012

Unit Sales Manager

ICICI Lombard General Insurance
07.2003 - 05.2010

12th -

Govt. Boys Senior Sec. School

BBA(Hons) - Marketing

Indraprastha University

10th -

Govt. Boys Senior Sec. School
Atul Trivedi