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Iqbal Singh
Corporate Sales Manager, HDFC Life Insurance Company Limited
Chandigarh
Summary
Focused Sales Manager committed to motivating others and offering extensive knowledge penetrating new territories and promoting product lines. Highly effective mentor driven to assess individual and group performance to implement improvements and set goals. Determined individual with background in establishing and nurturing lucrative partnerships.
Overview
4
4
years of professional experience
1
1
Certification
3
3
Languages
5
5
years of post-secondary education
Work History
Corporate Sales Manager
HDFC Life Insurance Limited
Chandigarh , Chandigarh
08.2021 - Current
- Coached bank employees in successful selling methods and encouraged cross-selling to drive revenue.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Developed sales strategy based on customers background, requirements and products providing highest profitability to organisation.
- Preparing data related to leads generated by bank and regular discussion on closure and follow-ups with Unit Head.
- Maintaining majority market share of HLIC in the bank.
Sales Manager
ICICI Prudential Life Insurance
Chamba
06.2020 - 08.2021
- Heading the branch of Chamba, Himachal Pradesh Acquisition of new High, Individual/Business clients Cross-selling of Term/ Traditional/ ULIP & related Financial products Ensuring that all transactions are complied as per AML-KYC guidelines Key Account Management for high-value clients Insuring year on year renewal by the customers Handling a team of 4 on-role Managers Ensuring regular contact with more than 80 insurance agents Customer and advisor relationship management
- Key Results Delivered (Sales Manager): Converted new clients and adding meaningful agents with the company Grew the overall insurance AUM by 10-15% MoM Reduced customer service issues by navigating them to digital services
- Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
Management Trainee
ICICI Prudential Life Insurance
Patiala, Punjab
06.2019 - 06.2020
- Acquisition of new High, Individual clients Cross-selling of Personal & related Financial products Ensuring that all transactions are complied as per AML-KYC guidelines
- Key Results Delivered (Management Trainee): Converted new clients and sourcing of new agents as per IRDAI guidelines Grew the overall insurance AUM by 25 lakhs Joint calls with mapped agents and ensuring monthly activisation, Understanding Insurance Market and customers preferences.
- Learning the basics of Sales Management Gaining on-field experience of the Insurance sector.
- Gained knowledge of company policies, protocols and processes.
- Described product to customers and accurately explained details.
- Assisted with onboarding of new agents by providing training and development resources.
Summer Intern
ICICI Prudential Life Insurance
Ludhiana , Punjab
05.2018 - 07.2018
- Answered calls on query and persistency, provided information.
- Completed research, compiled data, and produced timely reports.
- Interacted with customers on phone and in-person to provide information.
- Key Learnings Learnt (Intern): Understood the Insurance Industry in India Understood the basics of Sales Management
Education
MBA - Marketing & Finance
University Business School, Panjab University
07.2017 - 05.2019
Bachelor of Commerce - Accounting And Finance
Multani Mal Modi College, Punjabi University
Patiala 07.2013 - 06.2016
Skills
Understanding of Insurance, Great Interpersonal Skill
undefinedAccomplishments
- Career Achievements
- Achieved business targets and hiring agents while management trainee.
- YoY business growth of 164% while managing branch in Chamba.
- Awarded for achieving 120% NOP target.
- Consecutive promotion of team members under leadership.
- Maintained maximum market share of life insurance business.
PROJECTS UNDERTAKEN
- Project Undertaken Learnings Learnt
- A study of consumer perception and preference for investment in Life Insurance (2018)
- Learnt how different segments of consumers perceive insurance products in India and how brand perception matters in India.
- PESTLE Analysis of the Indian Automobile Market (2017)
- Financial Analysis of Mahindra & Mahindra (2017) Understood the basics of Finance like Cash Flow Statements, Income Statement, Balance Sheet
- EXTRA CURRICULAR ACTIVITIES
- Member – Public Relations cell (Media and Marketing) (Batch of 2017-2019)
- Organized a Workshop on Building Business Communication Skills (2019)
Additional Information
- AWARDS & ACCOLADES , 1st Runner-up in Inter Hostel Cricket Tournament of Panjab University (2019)
- Runner-up in Inter-School Cricket Tournament (2012)
- CORE COMPETENCE & PERSONAL TRAITS DEVELOPED VIA ACADEMICS, & WORK EXPERIENCE
- Sales Management, Adaptable, ability to work in cross functional Teams, Self motivated and highlu disciplined.
Certification
Key account management
Interests
Cricket
Gaining knowledgeable information
Timeline
Corporate Sales Manager
HDFC Life Insurance Limited
08.2021 - Current
Key account management
07-2020
Sales Manager
ICICI Prudential Life Insurance
06.2020 - 08.2021
Management Trainee
ICICI Prudential Life Insurance
06.2019 - 06.2020
Summer Intern
ICICI Prudential Life Insurance
05.2018 - 07.2018
MBA - Marketing & Finance
University Business School, Panjab University
07.2017 - 05.2019
Bachelor of Commerce - Accounting And Finance
Multani Mal Modi College, Punjabi University
07.2013 - 06.2016
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