Neelam Chindaliya

• I am currently managing a team of 5 members, and we are responsible for driving life insurance sales.
• We operate within a cluster of 60 people and work closely with RMs to generate leads, provide product training, and ensure consistent business conversion.
• Weekly review to understand the achievement on weekly basses and also new learnings and ideas for sales

ICICI Lombard, I was handling a team of 4 Relationship Managers, and our channel partner was ICICI Bank. On the floor, we used to drive General Insurance business, which included health, travel, and motor insurance.

Manage and convert leads from a network of 60 RMs across clusters

Consistently achieve 100%+ of monthly and quarterly targets.

• Managing officers and ensure they achieve their SOP monthly wise in Life Insurance.
• Design and prepare contest and update on daily bases on the data received.
• Providing training for the ones who have area of improvements to enhance the product knowledge and collections skills, managing customer complaints and objections.
• Weekly review to understand the achievement on weekly basses and also new learnings and ideas for new business.
• Planning and working on reduction of policy cancellation at channel and team members levels Working with team members to increase the conversion percentage.
• Drive the entire OCC channel in achieving the assigned targets month on month.

• Handled customer portfolio of classic and preferred customers.
• Across banking products, including credit card loans, assets, insurance Etc.
• Service with sales is major focus, which helps easily to deliver the numbersmonth on month based on customer Relationship.
• I was promoted to Kotak Life within just 15month, which reflects my ability to adapt quickly and deliver results under pressure.

• Convert Lead into Sale (Convert To Opportunity).
• Need to screen customer's profile as per TCL DIGITAL Personal Loan Policy.
• Handling Customer Objection on call & also solving their queries as per process guidelines.
• Convincing the customer's if they are not interested.