Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Sumit Gangwani

Rajkot

Summary

Dynamic Sales Executive Manager with a proven track record at PANCHNATH INSURANCE, adept in client development and leveraging excellent communication for stellar customer service. Specialized in boosting sales through strategic email campaigns and relationship building, achieving significant client retention and sales targets. Demonstrates meticulous attention to detail and a keen understanding of market trends to drive profitability and client satisfaction.

Overview

8
8
years of professional experience

Work History

Sales Executive Manager

PANCHNATH INSURANCE
03.2018 - Current
  • Client & Agent Communication: Engage in daily communications with agents and customers to provide exceptional service, answer inquiries, and resolve issues related to insurance sales.
  • Operational Management: Oversee and manage operational activities including claim processing, ensuring timely follow-ups, and maintaining accurate records.
  • Claims Processing: Handle the end-to-end process of claims, from initial filing to resolution, ensuring adherence to company policies and regulatory requirements.
  • Renewal Management: Implement a structured approach to renewal reminders for clients, ensuring timely renewals and maintaining high retention rates.
  • Sales Support: Assist in the development and execution of sales strategies, contributing to achieving and surpassing sales targets.
  • Documentation & Compliance: Maintain comprehensive and accurate documentation of all transactions, ensuring compliance with industry standards and regulations.
  • Customer Relationship Management: Build and maintain strong relationships with clients, providing personalized insurance solutions and fostering long-term loyalty.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Researched sales opportunities and possible leads to exceed sales goals and increase profits.

Junior Operator

CAREGROWTH BROKING PVT. LTD.
09.2016 - 01.2018
  • Attended client calls, providing exceptional customer service and addressing inquiries related to trades and market conditions.
  • Managed and executed trades on behalf of clients, ensuring accuracy and adherence to client instructions.
  • Reminded clients of pending orders and followed up to ensure timely decision-making and order placement.
  • Maintained accurate billing records and managed office accounts, ensuring financial transactions were recorded correctly and efficiently.
  • Supported senior brokers with administrative tasks and contributed to a collaborative office environment.
  • Developed a strong understanding of market trends and trading strategies to better assist clients with their investment decisions.

Education

PGDM - Marketing Management And Research

NMIMS
Mumbai, India
04.2023

Bachelor of Commerce - B.com

J.J. KUNDALIYA COLLEGE
Rajkot, India
06.2021

Skills

  • Client Development
  • Email campaigns
  • Customer Service
  • Attention to Detail
  • Excellent Communication
  • Relationship Building

Languages

Hindi
Upper intermediate (B2)
English
Upper intermediate (B2)
Gujarati
Advanced (C1)

Timeline

Sales Executive Manager

PANCHNATH INSURANCE
03.2018 - Current

Junior Operator

CAREGROWTH BROKING PVT. LTD.
09.2016 - 01.2018

PGDM - Marketing Management And Research

NMIMS

Bachelor of Commerce - B.com

J.J. KUNDALIYA COLLEGE

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Sumit Gangwani