Priya Koli
Mumbai
Summary
Client-focused Business Manager offering 10+ years of diverse experience in Broking & Insurance (Health and Motor). Proven ability to quickly build relationships with both clients and business audiences. Quick-learning with excellent multi tasking skills and ability to quickly master new technology, including excellent proficiency in Microsoft Office and MIS Software. Proficient in relationship management, techno marketing, team building and process designing. Proven track record of handling big dealerships and relationship management for sales and after sales.
Overview
11
11
years of professional experience
Work History
CLUSTER MANAGER -MOTOR
LIBERTY GENERAL INSURANCE LTD
Mumbai
03.2022 - Current
- Delivered revenue to match or exceeding target for OEM tie ups
- Handled new Motor Insurance Policies
- Planned and led administration of management information system for achieving threshold-level performance, dictating organizational policy to maintain threat protection effectiveness
- (i) Developed accurate forecasts by analyzing data to interpret monthly, quarterly and annual revenue streams
- (ii) Collaborated with clients in establishing the most realistic sales goals for the company
- Increased sales by offering advice on purchases and promoting additional insurance products
OEM Business Manager
RELIANCE GENERAL INSURANCE CO LTD
Mumbai
05.2017 - 11.2019
- Delivered revenue to match or exceeding target for OEM tie ups
- Handled new Motor Insurance Policies
- Planned and led administration of management information system for achieving threshold-level performance, dictating organizational policy to maintain threat protection effectiveness
- (i) Developed accurate forecasts by analyzing data to interpret monthly, quarterly and annual revenue streams
- (ii) Collaborated with clients in establishing the most realistic sales goals for the company
- Increased sales by offering advice on purchases and promoting additional insurance products
Assistance Manager - Motor Sales
TRANSLEASE HOLDINGS INDIA PVT LTD
Mumbai
07.2015 - 03.2017
- Approached potential clients by using direct marketing techniques, including mailings and phone contacts
- Managed back-end process team of employees
- (i) Ensured all premium payments have been made
- (ii) Ensured pre-recovery of premium from customers
- Developed, Managed and Maintained high standards of customer service by building relationships with insurance service provider through active listening and talents to provide excellent service
- Upsold and developed additional insurance products and services after identifying customer needs and requirements
- Supported customers in insurance application completion while liaising between company and client
- Attended seminars, meetings and educational programs to stay abreast of evolving needs of insurance industry and client base
- Drove operational improvements which resulted in savings and improved profit margins
Relationship Manager - Corporate Solutions
ADITYA BIRLA INSURANCE BROKERS PVT LTD
Mumbai
08.2013 - 06.2015
- Maintained detailed records of customer information and policy sales
- Reviewed customer needs and financial means to determine appropriate policy offerings
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements
- Structured clients insurance program
- Sold health & motor insurance products to individuals and affinity groups within assigned territory using consultative selling techniques
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling
- Stayed in touch with clients to assess changing demands and offer new solutions
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation
Education
Master of Management - International Marketing
ORIENTAL INSTITUTE OF MANAGEMENT AND STUDIES
MUMBAI05.2013
Bachelor of Management Studies - Marketing & Retail Management
D G RUPAREL COLLEGE
MUMBAI04.2010
Skills
- Communication and Presentation
- Highly organized and efficient
- Excellent Customer Service Skills
- Ability to Work in a Team
- Strong Communication Skills
- Interpersonal Communication
Hobbies and Interests
- Sketching
- Painting
- Dancing
- Designing clothes
References
References available upon request
Languages
- Marathi
- Hindi
- English
Languages
Marathi
First Language
English
Proficient
C2
Hindi
Proficient
C2
Timeline
CLUSTER MANAGER -MOTOR
LIBERTY GENERAL INSURANCE LTD
03.2022 - Current
OEM Business Manager
RELIANCE GENERAL INSURANCE CO LTD
05.2017 - 11.2019
Assistance Manager - Motor Sales
TRANSLEASE HOLDINGS INDIA PVT LTD
07.2015 - 03.2017
Relationship Manager - Corporate Solutions
ADITYA BIRLA INSURANCE BROKERS PVT LTD
08.2013 - 06.2015
Master of Management - International Marketing
ORIENTAL INSTITUTE OF MANAGEMENT AND STUDIES
Bachelor of Management Studies - Marketing & Retail Management
D G RUPAREL COLLEGE