Dynamic leader with a proven track record at Kotak Life Insurance, adept in revenue generation and team development. Excelled in building key client relationships and enhancing sales strategies, demonstrating exceptional problem-solving and convincing skills. Achieved significant growth by training sales teams and leveraging financial process expertise.
Overview
14
14
years of professional experience
Work History
Sales Manager
Kotak Life Insurance
08.2022 - 10.2024
Coached, developed and motivated team to achieve revenue goals.
Resolved customer complaints regarding sales and service.
Collaborated with marketing team to create promotional materials for target customers.
Established relationships with key clients, while maintaining existing customer base.
Performed sales consultations and educated clients on products and services.
Academic Consultant
Toppr Education
10.2020 - 02.2022
Referred to tests, records and interviews to evaluate students' or individuals' abilities and interests.
Prepared students for later educational experiences by encouraging to explore learning opportunities and persevere with challenging tasks.
Established and enforced administration policies and rules governing student behavior.
Counseled students who were struggling academically or facing personal issues that may be impeding their ability to succeed in school.
Conferred with parents, teachers and administrators to discuss children's progress and resolve behavioral and academic problems.
Agency Development Manager
MAX LIFE INSURANCE
07.2018 - 08.2020
Developed and implemented strategies to increase agency revenue.
Worked with agency partners to meet sales volume and strategic objective targets consistently, assisting key partners in generating revenue in new business volume.
Built relationships with external partners, vendors, and clients.
Onboarded and developed workforce to achieve organizational standards.
Sales Associate
Sundaram Finance
01.2015 - 06.2018
Monitored and ensured timely processing of loan applications to meet closing dates.
Assisted customers with questions about their loan application status or requirements.
Scanned and uploaded loan and related documents into system.
Structured loan packages by properly analyzing credit reports, income and asset documents.
Presented loan and repayment schedules to customers.
Utilized technology to produce detailed loan, closing, and legal documents efficiently.
Business Development Manager
TATA MOTOR FINANCE
04.2011 - 12.2014
Monitored and ensured timely processing of loan applications to meet closing dates.
Assisted customers with questions about their loan application status or requirements.
Scanned and uploaded loan and related documents into system.
Structured loan packages by properly analyzing credit reports, income and asset documents.
Presented loan and repayment schedules to customers.
Utilized technology to produce detailed loan, closing, and legal documents efficiently.
Education
B.Com - Commerce
Yashwantrao Chavan Maharashtra Open University
01.2014
Higher Secondary -
Pune Board
Pune
01.2011
High School -
Pune Board
Pune
01.2006
Skills
Good Convincing skill
Revenue generation
Goal oriented working abilities
Problem Solving
Handling finance process
Quick adaptability of new things and learning
Lead generation
Sales team training
Hobbies and Interests
Listening Music
Surfing internet
Making friends
Disclaimer
I do hereby declare that the above furnished information is true to the best of my knowledge and belief.