Navneet Kumar
BRAMPTON,ON
Summary
Dynamic insurance professional with a strong focus on customer relationship management, regulatory compliance, and client retention strategies. Proven ability to optimize processes and enhance client satisfaction. Results-driven professional with expertise in insurance evaluation and regulatory compliance. Proven track record in implementing client retention strategies and delivering exceptional customer service.
Overview
14
14
years of professional experience
Work History
Licensed Insurance Advisor
RBC Insurance Agency Ltd
Mississauga, Ontario
01.2020 - 08.2022
- Evaluated client needs to recommend suitable insurance products and coverage options.
- Conducted policy reviews to ensure adherence to regulations and standards.
- Delivered exceptional customer service through effective communication and support.
- Collaborated with team members to optimize insurance application processes.
Regional Branch Manager
TATA Capital Ltd.
Karnal, India
05.2015 - 08.2019
- Led branch teams to deliver exceptional customer service and support client needs.
- Analyzed market trends to identify regional growth opportunities.
- Coordinated with sales teams to align strategies, resulting in improved branch performance.
- Established relationships with local businesses, fostering partnerships that supported community engagement.
- Ensured compliance with all relevant banking laws and regulations.
- Conducted regular staff meetings to discuss goals, objectives, and challenges.
- Resolved customer complaints professionally, fostering positive client relationships.
- Implemented marketing campaigns that increased regional brand awareness and customer engagement.
Sales Manage
HDFC Bank
Karnal, India
06.2008 - 06.2015
- Achieved company growth through strategic sales planning and market expansion initiatives.
- Directed daily operations of sales department, supervising staff performance to meet departmental goals.
- Collaborated with marketing to create targeted promotional materials that increased product visibility.
- Analyzed customer data to identify trends and enhance retention strategies.
- Mentored junior sales personnel, ensuring adherence to best practices in customer relations.
- Implemented process changes that improved workflow efficiency within the sales department.
- Cultivated strong professional relationships with key clients and suppliers.
- Maintained accurate records of transactions between customers and company representatives.
Education
MBA - Sales
Maharishi Markendashwar University
Ambala05-2008
Skills
- Insurance evaluation
- Regulatory compliance
- Policy review
- Customer management
- Client retention strategies
- Market analysis
Languages
English
Full Professional
Hindi
Native/ Bilingual
Punjabi
Full Professional
Timeline
Licensed Insurance Advisor
RBC Insurance Agency Ltd
01.2020 - 08.2022
Regional Branch Manager
TATA Capital Ltd.
05.2015 - 08.2019
Sales Manage
HDFC Bank
06.2008 - 06.2015
MBA - Sales
Maharishi Markendashwar University