Pooja Prajapati

Experienced team manager in finance and insurance with a proven track record of leading high-performing sales teams and driving business growth. Skilled in financial planning, wealth management, insurance solutions, and loan advisory. Strong leadership abilities with expertise in team development, client relationship management and achieving sales target.

Agency Development Manger - Axis max life insurance co ltd

(2024-10)

• Business development identify growth opportunities and develop strategies to maximize potential.
• Recruitment process develop sources of advisor hiring, build a team of advisor on the commission basis and help to sales.
• Meeting with customer to understand customer needs and ensure customer queries.

Team Manager - Vallabh advisory pvt ltd

(2018-01 - 2024-08)

• Managing a tele caller sales team in the finances sector require strong focus on training, motivation, and performances tracking.
• Coordinate with customer to answer all queries and ensure complete customer satisfaction.
• Goal setting, monthly goal for call volume, sales target and revenue generation.
• Managing inbound calls, resolving client queries, and expanding client base while maintaining satisfaction
• Maintained up-to-date client records with proper documentation.

Relationship manager - Balaji Credit services Pvt Ltd

(2016-09 - 2017-04)

• Generate leads for loan
• Arrange meeting with company manager
• Maintained mis report regular basis

Bachelors of commerce - Commerce - JM Patel colleg, Maharashtra University (2016)