Nagesh Mohite
Andheri West
Summary
Driven business development manager with several years of experience in organizational leadership. Well-educated in lead generation and relationship development with key clients and stakeholders. Recognized for guiding teams to success through coaching, sales technique training and revenue target achievement.
Overview
9
9
years of professional experience
Work History
Senior wealth manager
Aditya birla sun life insurance
Mambai
07.2025 - Current
- Managed investment portfolios to achieve risk-adjusted returns while ensuring compliance with IRDAI regulations.
Developed asset allocation strategies and optimized fund performance through market trend analysis.
Collaborated with cross-functional teams to drive business growth and enhance client satisfaction.
Business Development Manager
D2c insurance brokers Pvt Ltd
Mumbai
10.2024 - 02.2025
- Facilitated training and development programs for sales and business development teams.
- Monitored industry trends and technological advancements to stay ahead of competition.
- Developed strategic partnerships with vendors and suppliers to ensure cost efficiency.
- Participated in weekly meetings with executive leadership team members to discuss progress toward goals.
- Prepared reports on sales performance metrics such as revenue growth rate, conversion rates and lead-to-customer ratios.
- Coordinated Daily Field Reports (DFRs) and distributed to clients.
- Directed and coordinated products, services and sales activities.
- Provided training to sales staff on effective communication techniques when dealing with clients.
- Created presentations to attract new business opportunities.
- Managed client relationships to enhance retention and customer satisfaction.
Team Leader
Landmark Insurance Broking Firm
05.2023 - 06.2024
- To handle a team of 07 RM and generating fresh motor, health & life sales and meet out the sales targets
- Agent recruitment process drive to onboard new partner
- Target achievement of commissionable premium
- Managing high portfolio agent and doing meeting with them
- Working daily DRR basis with team to achieve target
- Visiting on field with RM for agent meeting to close lead
- Created training materials and conducted group trainings on new processes or procedures.
- Maintained a positive work environment that promoted collaboration between team members.
- Conducted regular performance reviews to assess individual team member progress.
Sr. Sales Manager
Renewbuy Insurance Broking
01.2022 - 05.2023
- Lead Generation process in Motor, Health & life insurance
- Leveraged CRM database to manage customer data, log calls and other activities and generate reporting to deliver actionable insights and develop sales pipeline
- Delivered prepared sales pitch from script and persuaded potential customer to purchase product or service
- Sourced and pre-qualified leads and identified new business opportunities by dialing 200+ daily outbound calls and 3hrs+ Talk time to build partnerships and achieve sales target
- Helping Agents in claim settlement, documentation, and Endorsement
- Oversaw regional and local sales managers and staff.
Tele Sales Executive
SYMBO INSURANCE BROKER
01.2021 - 05.2021
- Gain knowledge of various insurance company plans and Portal knowledge
- Assisted in training new members of staff
- Worked to ensure all individual and team targets were met
- Developed strong relationships with potential customers through consistent follow-up contact.
- Maintained in-depth understanding of company products and services to make suitable recommendations to customers.
- Developed new leads each day at or above quotas.
- Generated new leads via cold calling techniques, referrals, networking events.
- Maintained accurate records of customer interactions utilizing CRM software.
- Generated new sales leads and presented findings to outside teams and supervisors for review.
- Achieved established sales targets by generating new customer accounts.
- Generated sales by prospecting leads, cold calling and negotiating advantageous deals.
Key Account Manager
Turtlement Insurance Broking Firm
Mumbai
01.2018 - 01.2020
- Lead Generation process in life insurance
- On boarding partners from various city and help them to success in the field of insurance and guide them on various product of Motor, Health & Life
- Negotiated contracts with customers that balanced customer requirements with business objectives.
- Maintained positive working relationships with retailers and representatives.
- Listened to customer needs to identify and recommend best products and services.
- Addressed client questions and resolved complaints related to products, services and accounts.
- Conducted regular business reviews with key clients to assess product and service performance and identify improvement areas.
Customer Service Executive
Intelenet Global Services
09.2017 - 12.2018
- Worked as a Customer service Executive for insurance selling with an designation of Lead generation Process
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
- Monitored customer satisfaction levels through surveys and feedback forms.
- Performed follow-up calls to customers regarding their inquiries or orders.
Education
H.S.C -
R.K Junior College
Mumbai, Maharashtra06.2016
S.S.C -
Maharashtra Board
03.2014
Bachelor of Commerce -
Asian International University
Manipur Skills
- Good Portal Knowledge of Motor & Life Insurance
- Promotional planning
- Pipeline management
- Team building
- Goals and performance
- Business development and planning
- Market and competitive analysis
Languages
- Hindi
- Marathi
- English
Personal Information
- Date of Birth: 01/23/98
- Gender: Male
- Nationality: Indian
Languages
Marathi
First Language
English
Upper Intermediate (B2)
B2
Hindi
Proficient (C2)
C2
Timeline
Senior wealth manager
Aditya birla sun life insurance
07.2025 - Current
Business Development Manager
D2c insurance brokers Pvt Ltd
10.2024 - 02.2025
Team Leader
Landmark Insurance Broking Firm
05.2023 - 06.2024
Sr. Sales Manager
Renewbuy Insurance Broking
01.2022 - 05.2023
Tele Sales Executive
SYMBO INSURANCE BROKER
01.2021 - 05.2021
Key Account Manager
Turtlement Insurance Broking Firm
01.2018 - 01.2020
Customer Service Executive
Intelenet Global Services
09.2017 - 12.2018
H.S.C -
R.K Junior College
S.S.C -
Maharashtra Board
Bachelor of Commerce -
Asian International University