Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sumit Nagar

Cluster Sales Manager
Delhi

Summary

Highly data driven and passionate about my customers. Looking
for a position within an organization that offers security and
professional growth where I can apply my skills to elevate self
and the organization into higher and profitable peaks by
following standard work practice keeping safety and quality in
mind.

Overview

14
14
years of professional experience

Work History

Cluster Sales Manager

Tata Aia Life Insurance
10.2020 - Current
  • Taking care oh Super HNI Customers of HDFC BANK. Helping
    Preferred and IMPERIA Relationship Manger to ensure their
    income met with Investment Product.Handling team of 7 Team Managers.
  • Conducted regular performance evaluations of team members, providing constructive feedback for continued professional growth.
  • Implemented innovative incentives programs that motivated staff to reach their full potential in achieving sales objectives.
  • Coordinated cross-functional efforts for successful product launches and promotional campaigns.
  • Coached, mentored and built high-performing sales team.

Senior Area Head

Bharti AXA Life Insurance Company
10.2019 - 09.2020
  • Established strong relationships with key clients, driving customer satisfaction, and retention.
  • Boosted team performance by implementing effective communication and collaboration strategies.
  • Recognized and rewarded performance to motivate continued success.
  • Oversaw daily, weekly and monthly business reporting and leveraged information to optimize forecasting and future business plans.
  • Handled all customer relations issues pleasantly, enabling quick resolution and client satisfaction
  • Supervised sales team of 10 people, stepping in to support employees and deliver smooth sales processes for clients
  • · Helped sales and marketing team members continuously improve product knowledge, skill set and career-building potential by motivating strong revenue numbers and continued promotional success.

Senior Branch Manager

Bajaj Allianz Life Insurance Co
02.2019 - 10.2019
  • Managed daily operations while maintaining a high level of efficiency, productivity, and customer service.
  • Built strong relationships with key clients, resulting in increased loyalty and repeat business.
  • Handled all customer relations issues pleasantly, enabling quick resolution and client satisfaction.
  • Supervised sales team of 10 people, stepping in to support employees and deliver smooth sales processes for clients.
  • Helped sales and marketing team members continuously improve product knowledge, skill set and career-building potential by motivating strong revenue numbers and continued promotional success.
  • Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.

Targeted new markets and increased sales numbers through proactive sales.

Coached employees in successful selling methods and encouraged cross-selling to drive revenue.

Branch Manager

HDFC Life Insurance Company
08.2015 - 02.2019


  • Handled all customer relations issues pleasantly, enabling quick resolution and client satisfaction.
  • Supervised sales team of 10 people, stepping in to support employees and deliver smooth sales processes for clients.
  • Helped sales and marketing team members continuously improve product knowledge, skill set and career-building potential by motivating strong revenue numbers and continued promotional success.
  • Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.

Targeted new markets and increased sales numbers through proactive sales.

Coached employees in successful selling methods and encouraged cross-selling to drive revenue.

Key Relationship Manager

ICICI Prudential Life Insurance
09.2011 - 07.2015
  • Analyzed market trends to inform decision-making processes, assisting clients with informed investment choices.
  • Mentored junior relationship managers, sharing industry best practices and fostering professional growth within the team.
  • Researched sales opportunities and possible leads to exceed sales goals and increase profits.
  • Managed entire sales cycle across customer accounts, proposing and closing sales to achieve total revenue growth, profit and customer satisfaction plans.
  • Presented products to clients using dynamic presentations and practical use-case scenarios.

Achieved sales goals and service targets by cultivating and securing new customer relationships.

Monitored service after sale and implemented quick and effective problem resolutions.

Education

B.Com. - Financial Planning

Delhi University
Delhi
04.2001 -

Skills

Sales presentations

Territory management

Sales coaching

Sales planning

Client relationship management

Sales reporting

Staff management

Sales process

Pipeline management

Goal setting

Vendor relationship management

Relationship Building
Data Analysis Management
Huge Volume Calling Data Tracking
Customer Retention
Team Retention

Timeline

Cluster Sales Manager

Tata Aia Life Insurance
10.2020 - Current

Senior Area Head

Bharti AXA Life Insurance Company
10.2019 - 09.2020

Senior Branch Manager

Bajaj Allianz Life Insurance Co
02.2019 - 10.2019

Branch Manager

HDFC Life Insurance Company
08.2015 - 02.2019

Key Relationship Manager

ICICI Prudential Life Insurance
09.2011 - 07.2015

B.Com. - Financial Planning

Delhi University
04.2001 -
Sumit NagarCluster Sales Manager