Amanpreet Kaur Shimbe

I focus on generating new business opportunities for the company by identifying, contacting, and qualifying potential clients. I am responsible for creating and managing leads through the sales pipeline.

• Counsel professionals on various programs sold by various top Indian. • Interacting with Senior and Mid-level working professionals in a consultative manner.

• Managed and closed high-quality leads for prepaid card solutions and SaaS platforms tailored to corporate clients. • Worked closely with decision-makers including CFOs, HR heads, and procurement teams to understand client requirements. • Drove revenue through strategic pitching, lead nurturing, and conversion across diverse industries. • Maintained data in CRM tools and provided regular updates and performance reports to senior leadership. • Collaborated with cross-functional teams to ensure smooth onboarding and client satisfaction.

• Worked on IIM-A and IMT-G programs. Learnt Lead Squared CRM. • Development and maintain client relationships. • Implemented various financial techniques to complete balance procedures. • Maintained relationships with client to reduce after sales refunds and increased retention.

• Well-rounded experience in sales and customer service. • Effective communicator with excellent relationship building and analytical abilities willingness to meet and engage customers. Develop sales targets for individual salesperson and provide necessary assistance to achieve pre-designed goals. • Design and execute innovative business plans to optimize existing relationship. • Oversee service delivery by financial services staff to ensure effective customer-oriented services.

LIFE INSURANCE SALES