Manpreet K.
Senior Insurance Sales Manager
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About
Manpreet K. is a seasoned Sales Manager with over five years of experience in the Insurance & Financial Services sector, particularly within Planway Futuristic IMF Pvt Ltd from 2020 to 2025. Based in Taraori, Karnal, Haryana, Manpreet is adept at driving revenue growth and leading high-performing sales teams to surpass KPIs. With expertise in navigating IRDAI regulations, Manpreet effectively manages multi-product portfolios, including Life, Health, and General Insurance. A strong communicator in English, Hindi, and Punjabi, Manpreet excels in Financial Advisory and Compliance & Operations, ensuring regulatory adherence and customer satisfaction. Holding a Master of Commerce degree, Manpreet utilizes CRM Software and the Microsoft Office Suite to deliver customized insurance solutions and maintain strong relationships with key stakeholders like HDFC, ICICI, and LIC.
Experience
Sales Manager / Senior Consultant
Planway Futuristic IMF Pvt Ltd · 2020 — 2025Implemented aggressive outreach and networking strategies, consistently surpassing annual sales targets. Supervised and mentored advisors in product USPs, objection handling, and closing techniques. Managed a varied portfolio of insurance products, maintaining high persistence and renewal rates across a large regional client base. Conducted thorough financial need analyses to provide tailored insurance and investment solutions for clients. Served as a primary liaison with major insurance partners such as HDFC, ICICI, and LIC, ensuring efficient policy issuance and claim processing.
Skills & Expertise
Education
- Master of Commerce (M.Com)IGNOU
- Bachelor of Commerce (B.Com)school of open learning
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