RAVI KUMAR

Established and strengthened relationships with allocated customer base to enhance retention.

Served as primary contact for customer inquiries and complaints.

Identified financial goals of customers, providing tailored financial planning assistance.

• Scheduled daily appointments with customers from provided database to drive engagement.
• Focused on cross-selling and up-selling opportunities within existing customer accounts.
• Ensured compliance with MLI standards for successful licensing completion.
• Achieved over 45 unique customer meetings monthly, maintaining high attendance.

Drove sales growth and consistently achieved targets.

Recruited, trained, and mentored agents to enhance team performance.

Identified new business opportunities to expand market reach.

Cultivated strong relationships with agents and clients for long-term success.

• Calling active and budding clients to encourage the purchase of AMC product.
• Attending regular team meetings to clarify progress and performance-related expectations.
• Noting important details of each conversation.
• Conducted follow-up calls to assess customer needs and enhance satisfaction with services.

• Executed outbound calls to generate new sales leads and convert prospects into customers.
• Maintained accurate customer records for effective follow-up actions and lead progress tracking.
• Achieved monthly sales targets through persistent follow-up and relationship building.