Pooja Singh
Summary
An organized and motivated individual, eager to utilize time management and organizational skills across diverse settings. Seeking entry-level opportunities to enhance abilities while contributing to company growth.
Overview
15
15
years of professional experience
Work History
Deputy Manager
Go Digit General Insurance Ltd
11.2022 - 08.2024
- Handling Entire Health Business of Mumbai Agency, Broking & Motor Dealer
- Sales joint call with Team members on field, training to Sales manager, Vertical Heads and Daily Team meeting
- Creating Contest for Advisors, Vertical Heads & Managers for Health
- Co-ordination with U/W team, Claims Team, Finance Team, Operations Team, and Marketing Team for increasing and maintaining the business flow
- Advisors engagement activity month on month to keep them connected with the branch numbers
- Brokers engagement month on month to keep them aligned with the branch
- Maintaining persistency of existing client
- Helping my team of 350 Advisor,100 Brokers & 50 Motor Dealers for creating health insurance portfolio.
Cluster Manager
Reliance General Insurance Co Ltd
10.2021 - 10.2022
- Team handling of 8 Sales Manager
- Sales joint call with team members on field, training to Sales manager and Daily Team meeting
- Co-ordination with U/W team, Claims Team, Finance Team, Operations Team, and Marketing Team for increasing and maintaining the business flow
- Advisors engagement activity month on month to keep them connected with the branch numbers
- Brokers engagement month on month to keep them aligned with the branch
- Maintaining persistency of existing client
- Helping my team of 500 Advisor for creating health insurance portfolio.
Area Sales Manager
Royal Sundaram General Insurance Co Ltd
06.2021 - 10.2021
- Team handling of 7 Territory sales Managers
- Sales joint call with team members on field, training to Sales manager and Daily Team meeting
- Co-ordination with U/W team, Claims Team
- Operations Team and Marketing Team for solution based output
- Maintaining persistency of existing client
- Helping my team of 800 Advisor for creating health insurance portfolio.
Assistant Branch Manager
Max Bupa Health Insurance
08.2017 - 05.2021
- Self-sourcing, plus team handling of 1-SAM, 1- AM and 2-Unit Managers
- Doing recruitment and sales joint call with team members on field
- Co-ordination with U/W team, Claims Team, Operations Team and Marketing Team for solution based output
- Maintaining persistency of existing client
- Make calls to customer for new business and evaluate their need
- Helping my team of 200 Advisor for creating health insurance portfolio
Channel Manager
SBI Capital Securities Ltd
08.2016 - 08.2017
- Increase business sourcing through IFA & Demat team and meet the assigned sales targets
- Handling the IFA, Demat team & Client query & resolving issues
- Arranging presentations & training programs for the IFA & Demat team
- New IFA Acquisition, Cross-Sell, Up-Sell & Continuo’s Relationship Management with IFA & existing clients
- Preparing & Providing General Insurance Quotation for the IFA
- Joint Business meeting with IFA & Demat team.
Relationship Manager
MAXONE DISTRIBUTION & SERVICES LTD
10.2014 - 08.2016
- Providing product information, market review, marketing support to the Associates (IFA)
- New IFA Acquisition, Cross-Sell, Up-Sell & Continuo’s Relationship Management with existing IFA
- Arranging presentations, investor meets, training programs for the Associates
- Increase business sourcing through Associates and meet the assigned sales targets
- Organized promotional activities like Investment seminars
- Joint Business Meeting with HNI’S client with my Associates.
Manager
PRIMA FOCUS SOLUTION
09.2009 - 10.2014
- Increase business sourcing through team work and meet the assigned sales targets
- Handling the client query & resolving issues
- Training of a project to all the team member’s
- New Client Acquisition, Cross-Sell, Up-Sell & Continuo’s Relationship Management with existing clients
- Preparing Competitive Quotation for the projects.
Education
Y.S.K.V high school, Andheri in the year 2004
Skills
- Sales and Marketing
- Team motivation
- Marketing knowledge
- Sales monitoring
- Sales strategics
Personal Information
- Date of Birth: 11/22/1987
- Nationality: Indian
- Marital Status: Single
Disclaimer
I hereby declare that all the furnished information is true to the best of my knowledge, and if given an opportunity I promise to give the best abilities to an organization.
Knownlanguages
- English
- Hindi
- Marathi
Achievementsawards
- Certification for Highest Health Business for Half Yearly
- Qualified Regional conclave Goa
- Awarded as a Best Cluster Manager for GWP/Activation Award 2021-2022
- Qualified incentive Every Month
- Awarded in City Champions Meet 2019
- Awarded as a Super Star on 2nd quarter business 2018
- Qualified for the Zonal League July’18 – Sep’19
- Qualified for the Phuket League Oct’18 – Mar’19
- Qualified for the Singapore League July’18 – Sep’19
- Qualified for the BALI League Oct’17 to Mar’18
- Qualified for the Gold contest on 3rd quarter business 2017
- Qualified as Top GWP Manager of 2018-2019
- Qualified as Activation Manager of 2018-2019
- Qualified on maximum time on Monthly Bombay Badshaah GWP, Agent Active & Recruitment Certification, Voucher & Trophy
- Qualified Certification in Maximum premium in General Insurance
- Qualified Samsung Tab in Maximum premium in General Insurance
- Awarded as SIP Champion Trophy
- Awarded as GWP Champion Trophy
Timeline
Deputy Manager
Go Digit General Insurance Ltd
11.2022 - 08.2024
Cluster Manager
Reliance General Insurance Co Ltd
10.2021 - 10.2022
Area Sales Manager
Royal Sundaram General Insurance Co Ltd
06.2021 - 10.2021
Assistant Branch Manager
Max Bupa Health Insurance
08.2017 - 05.2021
Channel Manager
SBI Capital Securities Ltd
08.2016 - 08.2017
Relationship Manager
MAXONE DISTRIBUTION & SERVICES LTD
10.2014 - 08.2016
Manager
PRIMA FOCUS SOLUTION
09.2009 - 10.2014
Y.S.K.V high school, Andheri in the year 2004
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