Shadab Mansoori
Summary
Adept at driving business growth and fostering client relationships, I leveraged my expertise in Business-to-Business sales and problem-solving to enhance financial operations at HDFC LIC LTD. My strategic approach in sales techniques and team leadership resulted in significant revenue management successes, embodying a blend of hard and soft skills critical for achieving business objectives.
Overview
7
7
years of professional experience
Work History
Banccaasurance Manager
HDFC LIC LTD
Delhi
02.2022 - Current
- Enhanced financial operations by aiding the sales division of HDFC LIC LTD for TATA Capital Wealth and Finance located in Karol Bagh, Delhi.
- Engaged in B2B sales and relationship management.
- Ensured adherence to company guidelines and documentation.
- Collaborated with portfolio management team, credit team, and operation team.
- Should have sound knowledge of Insurance industry
- Knowledge of technology and standard desk top packages: MS/Excel, MS/Word, MS/PowerPoint, MS/Visio & Outlook
- Built relationships with internal customers and onshore client.
- Follow up on past due renewal premium invoice, unauthorized discount & short paid on Daily basis
- Preparing past due policy, invoices, and small account deduction report on basis
- Handling Branch queries daily client and mangers call on current status
- Running Direct Debit on Daily basis
- Handling critical escalations related to cash or rate up cases
- Weekly follow-up for collection of past due invoices, unauthorized discount and deductions
- Checking the TDS of client and tax saving in financial month
Business Development Manager
INDIA FIRST LIC LTD
07.2021 - 02.2022
- Creating policy Purchase order and doing good receipt as per invoice
- Preparing monthly exception report
- Train Sales team members based upon compliance of company policies and procedures
- Respond to escalation/email received
- Perform LLps on escalation
- Assists branch operation team members within time management of daily, weekly and monthly task
- Managed the sales pipeline and forecasted sales targets to ensure business objectives were met.
- Supported sales team members to drive growth and development.
- Organized meetings between senior management and prospective customers.
- Used change methodologies to increase sales and led projects for increased productivity.
Associate Financial Service
ICICI PRUDENTIAL LIC LTD
Delhi
08.2017 - 07.2021
- Assisting sales team of ICICI Prudential for cholamandlam investment and finance, Karol Bagh Delhi
- Activities of Sales team involve B2B sales, Relationship, login and issuance app and portal, reporting, lead generation
- Provided advice on a range of financial products including mutual funds, stocks, bonds, and insurance.
- Discussed financial needs and goals to present investment options aligned with clients' financial status.
- Promoted insurance and products to individuals and businesses and analyzed and determined financial viability and productivity of target products and services.
- Analyzed client capital structures and plans and recommended products and financial strategies to meet needs.
- Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
- Maintained friendly front-line coverage by greeting and assisting walk-in customers, promoting good first impressions with clients.
- Communicating with zonal sales manager & regional sales manager regarding all key business level update
Education
MBA - operation Management and international business
Aktu
01.2019
B.sc - mathematics Honors
Theerthankermahaveer University
Moradabad, UP01.2015
Skills
- Client Relationship Management
- Business-to-Business Sales Expertise
- Problem solving
- Operation
- Business Planning
- Revenue management
- Sales techniques
- Business planning
- Team leadership
- Portfolio lifecycle management
Personal Information
Date of Birth: 07/01/95
Timeline
Banccaasurance Manager
HDFC LIC LTD
02.2022 - Current
Business Development Manager
INDIA FIRST LIC LTD
07.2021 - 02.2022
Associate Financial Service
ICICI PRUDENTIAL LIC LTD
08.2017 - 07.2021
MBA - operation Management and international business
Aktu
B.sc - mathematics Honors
Theerthankermahaveer University
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