Summary
Overview
Work History
Education
Skills
Personal Information
Languages
References
Timeline
Generic

Pratik Ashar

Mumbai

Summary

A dynamic and result-oriented professional with extensive experience in the areas of Sales, Possessing practical and theoretical exposure in conducting direct sales, providing analysis and insights in order to drive organizational improvements. Adept at extending support to managers and employees through a variety of tasks on daily basis. Accustomed to working well in high-pressure settings with minimal supervision in both leadership and team roles. An effective communicator possessing strong analytical, problem solving & organizational abilities.

Overview

9
9
years of professional experience

Work History

SENIOR SALES MANAGER

REDKENKO HEALTH TECH PRIVATE LIMITED
09.2022 - 05.2023
  • Driving sales through brokering channel in employee benefit
  • Client Servicing.
  • Consistently exceeded monthly sales targets by generating new business and maintaining strong relationships with existing clients.
  • Conducted thorough insurance needs assessments for clients and recommended appropriate coverage solutions.
  • Collaborated with underwriters to ensure accurate policy issuance and provided ongoing support to clients, addressing any concerns or inquiries.
  • Developed and implemented effective sales strategies, resulting in a increase in policy renewals.
  • Prospected and acquired new clients through various channels, including cold calling, networking events, and referrals.
  • Educated clients on different insurance products and tailored solutions to meet their specific needs.

SENIOR SALES MANAGER

SBI GENERAL INSURANCE COMPANY LIMITED
03.2022 - 09.2022
  • Driving sales through brokering channels in employee benefit
  • Client Servicing and client retention.

SENIOR SALES MANAGER

ADITYA BIRLA HEALTH INSURANCE COMPANY LIMITED
07.2018 - 02.2022
  • Facilitated activities across major insurance brokers like Marsh, Anviti, Global, Prudent, Alliance, Tata and Howden to complete strategic selling process
  • Successfully catered to 71 clients during 2019-20 and generated over 5 crores and in 2020-21 catered to 124 clients generating over 6 crore
  • Accountable for handling Mediclaims and other activities entailing client servicing while liaising with Banca and Agency Partners, meeting insurance brokers and generating sales for the company
  • Interacted with the underwriting and operation teams to get the competitive quotes and ensured that the best client service is delivered
  • Oversaw the implementation of insurance service strategies, service line agreements (SLAs), workflow processes and operational standards to ensure that corporate clients are effectively supported at all times
  • Developed bonds with the senior management, clients and partners ensuring the establishment of long-term and productive strategic relationships
  • Proactively and professionally solved all complex strategy problems that impacted the direction of the business
  • Responsible for seeking out new clients and developing clientele by networking to find new customers with the help of brokers, agencies and Banca channel while generating and maintaining lists of prospective clients
  • Was the one point of contact for coordinating with the wellness team with regards to the wellness activities and camps for the client.

RELATIONSHIP MANAGER

RELIGARE HEALTH INSURANCE COMPANY
12.2017 - 07.2018
  • Managed existing client relations and strategically planned for acquiring new clients with the help of broker channels
  • Responsible for identifying customer's long-term and short-term needs while providing customized solutions with various flexibility offers to customers ensuring their complete satisfaction
  • Was the one point of contact for major insurance brokers including Alliance, Brens Brett India, Unison, IndiaInsure and Medimanage
  • Accountable for maintaining records and performance reports on weekly and monthly basis of team members for the effective functioning of business.

BUSINESS DEVELOPMENT EXECUTIVE

E MEDITEK (TPA SERVICES)
10.2014 - 11.2017
  • Generated sales opportunities by identifying appropriate business targets, executing strategic sales processes and managing the prospect through the sale process
  • Closed new business and developed negotiating strategies by coordinating prospects goals and requirements with company objectives and procedures
  • Developed and executed strategic plan with the senior management in order to achieve sales targets and expand the company's customer base
  • Responsible for administering the end-to-end process of Merchant Acquiring including escalations handling & settlement Process
  • Accountable for conducting direct corporate marketing for Health insurance TPA business to liaison with the insurance brokers and companies in connection with new business opportunities
  • Successfully achieved business goals leading to growth in the business volumes along with increasing the profitability while analyzing cost effectiveness
  • Build credibility, established rapport and maintained communication with clients at multiple levels through regular meetings.

Education

Master in Management Studies -

Chanakya Institute of Management Studies & Research
01.2014

MBA (Marketing) -

Mumbai University
01.2014

B.Com -

MK Sanghvi College
01.2012

Skills

  • Analytical abilities
  • Communication skills
  • Confidentiality
  • Decision-making
  • Integrity and honesty
  • Interpersonal skills
  • Organizing & planning
  • Problem-solving skills
  • Strategic planning
  • Teamwork
  • Time management
  • MS Office
  • Outlook
  • Windows

Personal Information

  • Date of Birth: 07/11/89
  • Marital Status: Married

Languages

  • English
  • Hindi
  • Gujarati

References

Available on request

Timeline

SENIOR SALES MANAGER

REDKENKO HEALTH TECH PRIVATE LIMITED
09.2022 - 05.2023

SENIOR SALES MANAGER

SBI GENERAL INSURANCE COMPANY LIMITED
03.2022 - 09.2022

SENIOR SALES MANAGER

ADITYA BIRLA HEALTH INSURANCE COMPANY LIMITED
07.2018 - 02.2022

RELATIONSHIP MANAGER

RELIGARE HEALTH INSURANCE COMPANY
12.2017 - 07.2018

BUSINESS DEVELOPMENT EXECUTIVE

E MEDITEK (TPA SERVICES)
10.2014 - 11.2017

Master in Management Studies -

Chanakya Institute of Management Studies & Research

MBA (Marketing) -

Mumbai University

B.Com -

MK Sanghvi College
Pratik Ashar