Sagar Vaish

Experience

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  PolicyBazaar.com

  Dec 2016 - Aug 2021

  Senior Sales Consultant

  Experienced Senior Sales Consultant with 5 years at Policy Bazaar, driven online Life Insurance sales. Proven track record of exceeding targets and cultivating strong client relationships. Skilled in consultative selling, market trends, and delivering tailored insurance solutions. Ready to bring strategic insights and a results-driven approach to your team.- Dealing with HNI,Ultra-HNI & NRI client database by selling them Life Insurance with best possible deal in the market across 14 Leading Insurance Companies.- Strong hold over IC-38 & IRDAI approved.- Over Achieving & delivering M-O-M given sales target with exceptional growth.- Single point of contact customer interaction for sales, Pre & Post Issuance Queries.- Planned and led training sessions to promote sales team for professional development and developing sales skills.- Led team of 16 people in achieving targets on a day to day basis when given opportunity.- Worked with online customers to understand requirements and provide exceptional customer service.- Devoted special emphasis to punctuality and worked to maintain outstanding attendance record. Show less

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  Max Life Insurance Company Limited

  Sept 2021 - May 2024

  Working in Agency Enablement Role -- Responsible for driving business, training & development of a portfolio of 125 Top Agent Advisors of Rajasthan Region across 9 SGOs/GOs in North Zone.- Taking charge for leading productivity, design & Growth initiatives for North Region ensuring consistent Agency Growth of ~30% YOY Growth- Introducing Digital Tools & Campaigns for stakeholders to drive- Working with Cross Functional Teams in HO like Marketing, Product, Training & Business Promotions Teams to resolve issues/concerns of Top Producers of Agency Channel & to increase business productivity.- Training & Nurturing Agency's Top Advisors on Products, Industry First Features, Monthly Enablers & their overall Learnings & Earnings- Leading a project on NPS (Net Promoter Score) for the entire channel in 2023. Show less

  • Senior Manager - Sales Enablement

    Dec 2023 - May 2024

  • Manager - Sales Enablement

    Sept 2021 - Dec 2023
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  Bajaj Allianz Life Insurance

  May 2024 - now

  Manager - Strategic Initiatives

  - Collaborating with the Agency Team to conduct regular Focus Group Discussions aimed at enhancing upsell initiatives.- Providing periodic progress updates to General Managers (State Heads) supported by detailed data insights.- Training new employees on the Learning Management System (LMS), highlighting the critical importance of upsell strategies.- Driving NRI business growth by increasing awareness of process updates and educating Sales Managers (SMs).- Leading a team of 12-15 Upsell Sales Managers across the Delhi region, focusing on improving the productivity of PASA and upsell business operations.- Showing Direction to struggling BH/SM & regions with the help of data analysis & Sales Scripts pitches to open Existing customers. Show less