Nisha Chandran
Sales and Marketing
Thiruvananthapuram
Summary
Experienced insurance professional with 10+ years of industry experience. Exceptional and enthusiastic, bringing a wealth of skills in sales, customer relations, monitoring, and management. Performance-driven with a strong educational background and exceptional interpersonal skills. Able to effectively differentiate between various policies, ensuring clients are well-informed when making insurance decisions.
Overview
12
12
years of professional experience
5
5
years of post-secondary education
Work History
Relationship Manager
Edelweiss Tokio Life Insurance Co
08.2022 - Current
- Develop and Maintain Client Relationships: Establish and nurture strong relationships with Nuama, their managers, and customers to ensure long-term engagement and satisfaction.
- Sales Strategy Implementation: Execute targeted sales strategies for promoting Edelweiss Insurance products across various regions of the state, tailored to meet the specific needs of different customer segments.
- Client Consultation and Needs Assessment: Conduct thorough consultations with clients to assess their insurance needs, providing customized solutions that align with Edelweiss offerings.
- Training and Support: Provide ongoing training and support to Nuama's team and customers on Edelweiss Insurance products, ensuring they are well-informed and equipped to make knowledgeable decisions.
- Portfolio Monitoring: Regularly reviewing client portfolios, offering insights, and suggesting adjustments based on market conditions. Market Updates: Keeping clients informed about market trends, new investment products, and potential opportunities. Client Acquisition: Identifying and onboarding new clients, often through networking and referrals.
Sales Manager – Insurance & Banking
IDBI Federal
8 2015 - 09.2022
- Recruiting, Promoting Mentoring and handholding the Agency Leaders
- Provide continuous training and development activities
- Assist the agency leaders in recruitment, team building and pave way for promotion
- Set monthly Recruitment & Sales targets of the agency leader and assist them to achieve it
- Analyze & Assist the agency leader to accomplish the organization goals
- Conduct Weekly, Monthly and Quarterly meetings with Agency Leader and their team
- Analyzing data on past performances and projecting future performances
- Stakeholders Grievance handling
- Managing and recruiting direct team of agents along with the Agency Leader
- Acknowledge and reward the performance of the team
- Generating leads by various marketing activities
- Customize plans to suit client’s requirements
- Process policy documentation
- Recruiting team members as wealth assurance distributor
- Assisting candidates to get through the IRDA exam
- Training the team on products and helping them find prospective clients
- Set, Monitor and achieve team sales goal
- Formulate Sales Strategies
- Increased sales revenue by developing and implementing effective sales strategies.
- Built long-lasting client relationships through excellent customer service and consistent followups.
- Led a successful sales team by providing motivational coaching and performance-based incentives.
Agency Leader
IDBI Federal
12.2014 - 08.2015
- Identifying new sales opportunities
- Build, Train, Mentor and Develop agents
- Wealth Assurance Distributor identify risk management strategies
Senior Agency Leader
IDBI Federal
06.2013 - 12.2014
- 7 Agency leader reporting
- Recruit and mentor Agency leaders
HR Executive
Speranza
08.2012 - 05.2013
- Recruitment to various organizations
Education
MBA - Human Resources And Marketing
Bharathiyar University
04.2010 - 01.2012
Bachelor of Business Administration - undefined
Bharathiyar University
01.2007 - 01.2010
Skills
IRDA Licensed
Relationship Building
Customer Relationships
Relationship Management
Customer Service
Excellent Communication
Client Engagement
Sales Reporting
Customer Portfolio Management
Accomplishments
- Gold club award, 2013-14, Bali
- MDRT Award, 2014-15, Russia
- Galaxy Award, 2015-16, Singapore
- MDRT Award, 2016-17, Bangkok
- Best Performer, 2017-18, 93 Lakhs
- Zone topper advisor, 2015-16 and 2016-17, top 2
- Created an MDRT, 2015-16
- Created two Galaxy Awards, 2017-18
- Best manager, rapid starter, 2015-16
- Qualified for the Big boss contest, since 2014
- Sourced the highest single premium ticket, 1 crore, 2018
- Child plan biggest ticket, 11 lakhs, 2017
Personal Information
Date of Birth: 01/14/88
Languages
Malayalam
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Konkani
Bilingual or Proficient (C2)
Kannada
Advanced (C1)
Timeline
Relationship Manager
Edelweiss Tokio Life Insurance Co
08.2022 - Current
Agency Leader
IDBI Federal
12.2014 - 08.2015
Senior Agency Leader
IDBI Federal
06.2013 - 12.2014
HR Executive
Speranza
08.2012 - 05.2013
MBA - Human Resources And Marketing
Bharathiyar University
04.2010 - 01.2012
Bachelor of Business Administration - undefined
Bharathiyar University
01.2007 - 01.2010
Sales Manager – Insurance & Banking
IDBI Federal
8 2015 - 09.2022
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