Prathamesh Kokate
Sales Manager
THANE,MH
Summary
Hardworking and driven sales management professional equipped to revitalize sales operations and align procedures to maximize profits and client acquisition. Successful at improving sales procedures to streamline and strengthen processes. Multifaceted leader with analytical and diligent approach to building and leading strong teams.
Overview
11
11
years of professional experience
3
3
Languages
Work History
Sales Manager
INDUSIND GENERAL INSURANCE CO LTD
01.2025 - Current
- Strategic Broker Management: Cultivate and maintain strong professional relationships with IRDA-registered brokers to aggressively expand the motor portfolio.
- Onboarding & Compliance: Manage the end-to-end recruitment, enrollment, and onboarding process for new brokerage firms, ensuring full compliance with regulatory standards.
- Sales Activation & Performance: Execute monthly "business drivers" and incentive programs to maximize broker activation rates and achieve consistent month-on-month premium growth.
- Portfolio Growth: Strategically penetrate the motor insurance market by identifying high-potential brokers and providing them with tailored product solutions and competitive quotes.
- Training & Enablement: Conduct regular product training sessions and workshops for broker teams to enhance their understanding of motor insurance policy features, add-ons, and claims processes.
- Market Analysis: Monitor competitor activities and market trends within the brokerage space to provide feedback to the product team for sharpening the company’s value proposition.
- Conflict Resolution: Act as the primary point of contact for brokers to resolve operational hurdles, underwriting queries, and claims grievances, ensuring high service-level standards.
Unit Sales Manager
ICICI Lombard General Insurance Co.ltd
06.2024 - 12.2024
- Recruit, train, and mentor a team of sales representatives.
- Set performance goals and conduct regular performance reviews.
- Foster a positive and motivating work environment
- Prepare inward sheet of daily performance.
Senior Sales Executive
ALLIANCE INSURANCE BROKING PVT LTD
05.2023 - 05.2024
- Business Development & Lead Generation: Identify and convert high-potential leads through cold calling, networking, and referrals to expand the motor insurance portfolio.
- Consultative Selling: Analyze client requirements to recommend the most suitable insurance products (comprehensive vs. third-party) and insurers based on coverage needs and budget.
- Fleet Management: Manage the end-to-end insurance lifecycle for "Fleet Business," including bulk policy issuance, tracking renewal dates, and ensuring 100% retention of corporate accounts.
- Quotations & Negotiation: Liaise with multiple insurance companies to obtain competitive quotes, negotiating terms and add-on covers (e.g., Zero Dep, RTI, Engine Protect) to provide maximum value to the client.
- Online Sales Facilitation: Guide clients through digital platforms for seamless online insurance purchases, ensuring accurate data entry and instant policy generation.
- Relationship Management: Serve as the primary point of contact for clients, resolving queries related to policy endorsements, premium calculations, and claims assistance.
- Compliance & Documentation: Ensure all sales activities strictly adhere to IRDAI (Insurance Regulatory and Development Authority of India) guidelines and internal company policies.
Senior Sales Executive
Magma HDI General Insurance Company
09.2021 - 02.2023
- Advised customers to select best Motor Insurance throughout India
- Build and maintained relationships with the customer to grow the book of business.
- Maintaining data in Excel and working on it.
Senior Sales Executive
POLICY BAZAAR AGGREGATOR PVT LTD
09.2017 - 08.2021
- Multi-Partner Portfolio Management: Managed and optimized motor insurance business across a diverse panel of 20+ insurance companies, providing clients with comprehensive market comparisons and tailored coverage options.
- Team Leadership & Mentoring: Led and supervised a high-performing team of 6 sales members, conducting regular training sessions to improve conversion rates and product knowledge.
- Data-Driven Performance Tracking: Developed and maintained daily productivity reports to monitor team KPIs, ensuring all business targets and quality benchmarks were met or exceeded.
- Sales Strategy & Execution: Drove consistent business growth by analyzing team performance data and implementing strategic sales tactics to maximize "bottom-line" results.
Insurance Executive
Reliable Business Solution
08.2015 - 08.2017
- Assisted customers with advice and direction on insurance needs.
- Managed sales-driven insurance teams to constantly deliver results.
- Built strong business relationships through regular communication and exceptional service.
Education
Commerce
Arunodaya University
Arunachal Pradesh 04.2001 -
SWAMI VIVIEKAND VIDYAMANDIR
Mumbai, India03-2012
UPLP JUNIOR COLLAGE
Pune, India04-2014
Skills
Excel proficiency
Microsoft Office proficiency
Strategic sales planning
Performance assessment strategies
Efficient learner
PLAYING CRICKET, LISTENING MUSIC, WATCHING MOVIES
- Cricket: Playing competitive cricket; fosters team collaboration and strategic thinking.
- Cinema: Watching documentaries and films to understand different perspectives and storytelling.
- Music: Listening to various genres; helps in maintaining focus and managing stress.
Timeline
Sales Manager
INDUSIND GENERAL INSURANCE CO LTD
01.2025 - Current
Unit Sales Manager
ICICI Lombard General Insurance Co.ltd
06.2024 - 12.2024
Senior Sales Executive
ALLIANCE INSURANCE BROKING PVT LTD
05.2023 - 05.2024
Senior Sales Executive
Magma HDI General Insurance Company
09.2021 - 02.2023
Senior Sales Executive
POLICY BAZAAR AGGREGATOR PVT LTD
09.2017 - 08.2021
Insurance Executive
Reliable Business Solution
08.2015 - 08.2017
Commerce
Arunodaya University
04.2001 -
SWAMI VIVIEKAND VIDYAMANDIR
UPLP JUNIOR COLLAGE