Dharmesh Patel

Experience

• 

  ICICI Prudential Life Insurance Company Limited

  Oct 2006 - Sept 2009

  Associate Business Manager

  • Understanding of the sales process and customers buying habits of risk covering products byusing an effective method and sales tools to manage sales from the first instance of contactto the closing the saleDharmesh Patel - page 2• Adapting personal communication styles to build credibility with potential customers andhandle objections tactfully• Understanding customers needs and offering suitable solutions• Negotiate effectively to strike a balance between profitability and maintaining clientrelationships.• Examine the buying and selling cycle and understanding sales forecasting• Finding new customers, retaining them and maintaining effective client relationships• Enhancing communication styles to identify customer needs, offer solutions, handleobjections and improve negotiation• Managing key accounts efficiently• Staying motivated Show less

• 

  Kotak Life

  Dec 2009 - Dec 2013

  Assistant Branch Manager

  • Maintain adequate knowledge of all internal service systems and download it throughtraining programs within Insurance advisors and front line sales team channel.• Use available resources efficiently to assess customer issues and recommend solutionswhich has been assigned or generated by the operation and Home office servicing teams.• Record details of each customer interactions and any actions taken for product sales andservicing. Coach team to use product pushing tools (Need analysis, Fact Finder, Gap ofinvestment and required risk protection to achieve future goals and events of clients)• Follow up on any customer issues requiring additional research and initiative to help himon desired manners.• Conduct monthly, quarterly and half yearly meetings to felicitate sales team andInsurance Advisors to generate and maintain insurance sales targets. Keep themmotivated and enthusiast all the time to achieve common organizational and individualgoals Show less

• 

  Max Life Insurance Company Limited

  Jan 2014 - Dec 2017

  Sr. Associate Partner

  • Responding to letters that provide requested information; processing new applications,surrenders, fund transfers and allocation changes for variable products; providing policyhistories; running benefit illustrations and following up with customers and/or agentswith appropriate, information• Identify sales opportunities during calls with customers and notifying agents and salesteam accordingly• Identifying and tracking client retention opportunities; conserving policies orcoordinating with the Conservation Unit• Identifying and handling client complaint issues and reporting to Compliance Unit, andcoordinating follow up as necessary• Coordinate complex aer-issue service requests with the production units, such asInsurance Product Services and Title and Claims• Assist clients with registering on the customer portal (website); trouble-shoot forcustomers and agents in relation to accessing and using the portal Show less

• 

  Edelweiss Tokio Life Insurance

  Dec 2017 - Jul 2019

  Sr. Branch Head

  • Provide field support to Advisors and sales managers in the south west acrossGujarat regarding large and/or complex cases and competitive situations with afocus on helping to generate sales and place new Insurance business.• Facilitate webinars, Video Conference and group presentation to improve FinancialAdvisors knowledge and awareness of products and individual / corporate strategiesthat will help to drive sales.• Participate in proactive outbound programs to increase Financial Advisor awarenessof team services, product enhancements, and marketing initiatives Communicatedeffectively internally and externally with others.• Deliver classroom training programs focused on advanced sales and productsmarketing concepts and strategies for Financial Advisors Enforced all policies andprocedures successfully.• Support Financial Advisors through proactive follow up on submitted business,supporting key events such as Professional Development Symposiums.• Work closely with the regional teams, Zonal Team and Home office supportchannels including the Admin, Head of Agency and Business DevelopmentConsultants / Partners to support sales growth.• Track applied new business proposals from start to finish. Liaise between FinancialAdvisors and internal teams (Product, Pricing, Underwriting, New Business issuanceand contracting) to assist with smooth placement of business. Show less

• 

  Loblaw Companies Limited

  Jan 2020 - now

  Determine materials, tools and equipment needed for product order.• Perform hand and automatic assembly operation on components, sub-assemblies, andassemblies.• Reviewed and verified all work was in compliance with sales orders and customerrequirements.• Utilized hand and power tools to complete assembly tasks.• Proposed process improvement to increase quality and efficiency.• Completed and entered quality records, scrap reports, and machine logs in a timely.

  • Inventory Coordinator

    Dec 2020 - now

  • Warehouse Assembler

    Jan 2020 - Dec 2020
• 

  RBC Insurance

  Jul 2021 - now

  Insurance Advisor