Yash Kirar
Indore
Summary
Dynamic Customer Relationship Executive with proven success at ICICI Lombard, achieving a 5% conversion rate in health insurance sales. Skilled in lead generation and client engagement, I excel in building relationships and driving revenue growth through effective communication and objection handling. Committed to delivering exceptional customer experiences and exceeding sales targets.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Customer Relationship Executive
ICICI Lombard general insurance company
Indore
08.2024 - Current
- Converted pre-generated leads into successful sales of health insurance products.
- Conducted follow-up calls to build rapport and assess customer insurance needs.
- Provided detailed product information and premium breakdowns to enable informed decisions.
- Achieved daily connection rate of 70% with 25 to 30 pre-generated leads.
- Maintained conversion ratio of 5 to 7 percent through effective pitching and objection handling.
- Ensured timely closure of leads within defined turnaround times to meet monthly targets.
- Recorded daily interactions and lead progress in CRM systems for tracking purposes.
- Consistently exceeded individual sales targets across multiple quarters.
Intern
Career Launcher Pvt LTD
Jabalpur
12.2023 - 04.2024
- Engaged students in colleges to promote company courses and enhance visibility.
Developed leads by effectively communicating product benefits during campus events.
Sales Officer
Shree Consultancy
Jabalpur
11.2022 - 12.2023
- Facilitated demat account openings to enhance customer engagement.
- Generated leads through proactive strategies, driving sales growth.
- Closed over 100 demat account leads, significantly boosting revenue while completing KYC for all clients.
- Explained product details to new customers, successfully converting leads.
- Managed client relations during trading losses to address concerns effectively.
- Collected customer feedback on service quality, informing strategic improvements.
- Achieved sales targets as Sales Officer for Re Finance Private and Commercial Vehicle, completing more than 50 transactions.
Education
MBA - Marketing and Finance
Gyan Ganga College Of Technology
Jabalpur, M.P.06-2022
BA - Political Science, History, Economics
St. Aloysius College
Jabalpur, M.P.09-2020
Skills
- Lead conversion
- B2C sales strategy
- Cross-selling and upselling
- Revenue growth and target achievement
- Insurance and financial product sales
- Client engagement and retention
- Client education on products
- Managing client expectations
Sales and business development
Customer relationship management
Communication and interpersonal skills
- Effective verbal communication
- Product explanation and persuasion
- Customer-centric approach
- Relationship building
- CRM tools and lead tracking
- KYC compliance and documentation
- Excel, Word
- Demat accounts and trading basics
- Vehicle finance solutions
Operational skills
Industry knowledge in health insurance products
Hobbies and Interests
- Travelling
- Chess
- Writing
Certification
- One-Year Certification Course in Banking and Finance
- One-Year Certification Course in Securities Operations and Risk Management
- Completed internship at Career Launcher Pvt. Ltd.
Languages
Hindi
First Language
English
Intermediate (B1)
B1
Timeline
Customer Relationship Executive
ICICI Lombard general insurance company
08.2024 - Current
Intern
Career Launcher Pvt LTD
12.2023 - 04.2024
Sales Officer
Shree Consultancy
11.2022 - 12.2023
MBA - Marketing and Finance
Gyan Ganga College Of Technology
BA - Political Science, History, Economics
St. Aloysius College