Darshan Monga

• Led Term Insurance, Health Insurance, and Investment verticals; managed 35+ member Investment team and 2 Health Insurance teams.
• Trained sales teams on consultative selling, improving customer satisfaction, backend process optimization, and objection handling.
• Scaled investment vertical business from ₹55–60L to ₹1.1 Cr by enhancing call quality and increasing average ticket size.
• Ensured monthly sales targets were met consistently while driving quality assurance, compliance, and process improvement.

• Led the setup and scale-up of Chat and Operations departments, increasing monthly sales from ₹27L to ₹82L.
• Improved conversion rates from 4% to 9.3% through performance tracking and team optimization.
• Managed and expanded a team from 9 to 24 members, including recruitment, training, and performance management.
• Supervised two Assistant Team Leads (ATLs) while ensuring KPIs across sales, conversion, and customer satisfaction were consistently met.

• Managed B2B client relationships, gathering technical requirements and circulating them to internal teams for execution.
• Closed high-value deals through direct meetings with clients like Adani Group, Tata Steel (Jharsuguda Plant), and Samsung.
• Ensured timely project delivery by coordinating between sales, operations, and account management teams.
• Oversaw client accounts and resolved payment or invoicing issues in collaboration with the finance team.
• Deepened existing relationships that helped drive business, support community outreach and achieve sales objectives.

· Handling a Teams with the head count of 25 agents.

· Ensuring sales targets are met before the specified deadline.

· Maintain FOS reports(Feet on street)

· Maintain the reports of sales data in MS-Excel

· Conducting a one on one session with sales agent and help the how to improve and how to improve the calls quality

· Calls audits for bottom quartile.

· Maintain call quality percentage min 75%

· Ensure there is No bad mouthing of any insurance company.