Shanmugapriyan Kumar

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Insurance Sales Agent Specialist

Lookinsure

Aug 2025 - Current (11 months)

Develop and maintain relationships with clients, understand their insurance needs, and offer appropriate coverage options and policies. Conduct thorough market research to identify potential clients and develop targeted sales strategies to maximize business growth. Provide exceptional customer service by promptly addressing client inquiries, resolving issues, and processing policy changes or renewals. Stay updated on industry trends, regulations, and product knowledge to effectively educate clients on available insurance options.

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Senior Officer

Financial Services

May 2021 - Feb 2025 (3 years 10 months)

Researching potential leads from business directories, web searches, or digital resources. Identifying and qualifying potential leads based on specific business criteria. Contacting potential customers via email, phone, or in-person visits. Utilizing various techniques to generate leads, including direct sales tactics, email marketing campaigns, and digital marketing strategies. Developing and maintaining a thorough knowledge of the company's products or services. Conducting follow-ups with leads to ensure they are converted into sales opportunities. Tracking and documenting all activities and results in a CRM (Customer Relationship Management) system. Participating in regular meetings with the sales and marketing teams to discuss lead gene

Relationship Manager

HDB Financial Services

Aug 2017 - Feb 2020 (2 years 7 months)

Identifying and qualifying potential leads based on specific business criteria. Contacting potential customers via email, phone, or in-person visits. Getting outcomes from the given portfolio. Developing and maintaining a thorough knowledge of the company's products or services. Conducting follow-ups with leads to ensure they are converted into sales opportunities. Tracking and documenting all activities and results in a CRM (Customer Relationship Management) system. Participating in regular meetings with the sales and marketing teams to discuss lead generation strategies and targets. Keeping up-to-date with industry trends and competitive landscape to stay ahead in the market.

Consultant

Sutherland Global Services

Feb 2016 - Jul 2017 (1 year 6 months)

Organize and execute assigned business projects on behalf of clients according to client's requirements. Being one point of contact for customers from UK and US, provide exceptional customer service to consumers. Respond to inquiries about products and services, processing payments, or performing general account maintenance. Up-selling customers to new products or services may be encouraged. Meet with assigned clients when needed and perform an initial assessment of a problematic situation. Analyze and interpret data to unearth weaknesses and problems, and comprehend the causes. Formulate recommendations and solutions with attention to a client's wishes, capabilities and limitations forming concise reports. Present findings and suggestions

Shanmugapriyan Kumar

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