Sameer Mahindrakar Email and Phone Number

• Training new joiners with product knowledge and sales target• Assisting new team members on joint calls to improve their lead conversion ratio.• Closing the leads assigned by tele calling team • Pitching various health insurance brands that best suits customer needs • Identifying customer needs and resolving customer queries.• Managed after sales with the customer. • Monitored issues carefully and reached out to customers to provide immediate resolution.

• Handled 6 branches.• Training the bank staff about products for IDBI federal life insurances.• Handling HNI customers.• Handling walk-in customers of bank • Closing the leads assigned by bank.• Managed Relationship with the old clients of bank.• Handled total 6 branches.• Training the bank staff about products for IDBI federal life insurances.• Researching current trends to identify prospective customers in order to offer accurate solutions

• Generating new business and referral clients • Communicate regularly with the clients to understand their requirements, evaluate current plans used and cross-sell new products.• Plan portfolio solutions after carefully analyzing clients' financial health and future requirements.• Built and maintained relationships with new and existing clients while providing high level of expertise.

• Providing DSA license on behalf of the company.• Providing Agency Development Officer license on behalf of the company.• Providing Health Planning Agent on behalf of the company.• Conducting meeting with the client for medical policy.• Achieving the monthly target.

• Converting data into lead and lead into business• Analyzing client requirements and making accurate sales pitch• Arranging the medical tests for the client.• Handing client’s claim• Achieving monthly targets.• Co-ordinating with client for policy renewals.

• Procuring leads from the tele calling teams and convert it into sales.• Analyzing the customer requirement & providing proper solution for their goals depending on insurance plans from various companies. • Converting Mutual Fund leads into Sales. • Planning strategies for the month and achieving monthly target.• Handling a team of 6 tele callers.

• Handling customer queries and converting leads into sales. • Selling Club Mahindra Holiday package• Prepare pre-sales proposals for prospective clients.• Making inspiring sales presentations for the prospective clients.• Regular liaison with telemarketing and member relations department to achieve stretched targets in a result-focused environment.• Build and maintain strong client relationship