Preety Soni

• Piloting projects related to sales and customer journey, optimizing lead generation and market intelligence, and ensuring seamless coordination between sales and product teams
• Developing and implementing operations strategies to streamline lead movement and inventory management, driving expansion and P&L management for the sales team
• Leading recruitment, training, and development initiatives for the sales team, fostering a high-performance culture and driving continuous improvement
• Acting as a bridge between Sales and the Product Unit.
• Managed daily operations while overseeing multiple locations to foster increased productivity.
• Consistently serviced accounts to maintain active contacts and continuously promote profitable offerings.
• Established ambitious sales targets, managed deployment strategies, and developed go-to-market plans to capitalize on every revenue opportunity.

• Managed projects related to credit cards and lending; collaborated with the Marketing Team to design and optimized digital campaigns for lead generation
• Led a CRM enhancement project, integrating dialer and CRM systems for improved lead flow, and managed all operational departments, including quality, training, engagement, recruitment, and MIS
• Monitored the expansion of contact center teams in Gurgaon and Bangalore, ensuring smooth operations and consistent performance
• Played a key role in the Founder's Office, contributing to the company's growth and success
• Successfully implemented CRM enhancement project, resulting in optimized lead flow and improved customer experience.
• Appointed as Principal Officer for General Insurance for Chqbook Insurance.

• Successfully worked on motor insurance of 300 FTE's and later expanded to include travel insurance, overseeing outbound and inbound campaigns, and collaborating with analytics and AI teams to increase team efficacy
• Successfully launched and executed the offline team for expired cases, expanded the chat team from 4 to 50 members, and led the travel insurance business unit, achieving high customer conversion and meeting performance targets
• Headed training and development initiatives for associates and team leaders, fostering a culture of continuous learning and improvement
• Engaged with the Analytics and AI team to increase team efficacy
• Shouldered responsibilities of work force delivery - Recruitment, New hire interviews, NHT and pre-hire orientation training.
• Headed Travel Insurance and expanded the sales team size to 80 from 35.

I worked at an IC level for first 5 years and achieved the top performer rank consistently for 3 years across India and US sites. Then had an opportunity to become Group Manager through an IJP. Got an opportunity to collaborate with Boston Consulting Group to work and achieve higher conversion out of limited inventory across country sites.