Manudev Sheoran
Corporate Sales Manager
572/6 Sukhna Enclave,Mohali,Punjab
Summary
Self-driven Sales and Insurance professional with10-years of work experience in financial products. Handles diverse range of financial needs, including retirement planning and insurance advisement. Decisive planner and problem-solver with understanding of marketing and sales strategies.
Overview
2
2
Certifications
3
3
years of post-secondary education
9
9
years of professional experience
Work History
Financial Consultant
Nexus Insurance Brokers LLC
Dubai, UAE
07.2020 - Current
- Educate clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Prepared and hosted data room while coordinating legal and advisory teams and facilitating due diligence processes.
- Cultivated and strengthened relationships with new clients and educate them on account services and capabilities.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
Corporate Sales Manager
HDFC Life Insurance
Chandigarh, Chandigarh
12.2018 - 03.2020
- HDFC is one of the leading insurance providers in India with more than 412 branches and 265 bancassurance partners.
- Company has insured more than 51 million lives with annual revenue for FY 2018-19 ending at 3.8 billion USD.
- Acting as a solution provider for end to end insurance related requirements for individuals.
- Designing & implementing strategic activities to generate business and build motivation from 45 branches (channel partners) based in North India.
- Maintained key business relationships with clients, bank branch teams to ensure proper servicing of policies, claims and renewal of insurance policies.
- Periodically presented market analysis and business projections to Cluster and National Sales Head.
- Successfully managed a team of 15 front lines sales officers to achieve assigned First Year Premium Targets.
Senior Sales Officer
HSBC
Chandigarh, Chandigarh
09.2016 - 05.2018
- Canara, OBC Life Insurance Co ltd, New Delhi Canara, OBC Life Insurance Company Pvt Ltd is a joint venture between Canara Bank (51%), HSBC Holding Ltd (25%) and Punjab National Bank (23%).
- The company has 40+ branches and also sells through 20,000+ bank branches its partners.
- Developed an in-depth understanding of each individual client and gave expert advice on suitable insurance required.
- Put in dedicated efforts and persistent client visits to drive higher sales conversions and achieve business goals.
- Established strong business relationships with branch managers and clients.
- Invested in research to keep up with the latest developments in the insurance industry.
- Successfully achieved 150% of yearly target within 6 Monts of joining.
Relationship Manager
Pnb Metlife Insurance Co ltd
Delhi, New Delhi
11.2014 - 03.2016
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Used effective sales strategies to convince clients to accept proposals, resulting in increase in new business per year.
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Planned portfolio solutions after carefully analyzing clients' financial health and future requirements.
Branch Manager
Insurance Company
New Delhi, New Delhi
11.2009 - 09.2013
- Shriram Life Insurance , New Delhi Shriram Life, is a joint venture between Shriram Group founded in 1974 and Sanlam, a leading financial services group based in Cape Town.
- The company has 528 branches and more than 14.5 million customers in India.
- Sourced leads from bank details and client recommendations and contacted them for a meeting.
- Recommended best insurance policy after listing requirements, risks and financial conditions of the clients.
- Assisted customers in renewals and settling claims.
- Consistently planned and delivered against assigned business targets within assigned deadlines.
Education
Bachelor of Science - Computer Science
Maharishi Dayanand University
06.2005 - 05.2008
Skills
Interpersonal Skillsundefined
Accomplishments
- Top performer for North India region at HDFC Life for 2 consecutive quarters.
- Awarded by CEO Mr. Anuj Mathur at CANARA HSBC LIFE INSURANCE for accomplishing 150% of business target and securing fast track promotion within 6 months of joining.
- Secured 4 promotions and rose from front line sales officer to Branch Manager within a span of 4 years in SHRIRAM LIFE INSURANCE CO.LTD.
Certification
Associate Financial Planner In Risk Management and Insurance Planning
Timeline
Financial Consultant
Nexus Insurance Brokers LLC
07.2020 - Current
Corporate Sales Manager
HDFC Life Insurance
12.2018 - 03.2020
Senior Sales Officer
HSBC
09.2016 - 05.2018
Relationship Manager
Pnb Metlife Insurance Co ltd
11.2014 - 03.2016
Branch Manager
Insurance Company
11.2009 - 09.2013
Associate Financial Planner in Risk Manangement
08-2009
Associate Financial Planner In Risk Management and Insurance Planning
05-2009
Bachelor of Science - Computer Science
Maharishi Dayanand University
06.2005 - 05.2008
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