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Sankalp Negi

Sales Manager at ICICI Lombard

Summary

Talented Manager in insurance sector with exceptional background in financial services continuously evolves in terms of growth to attain a higher level of excellence by abiding to company's values and syncing myself with its objectives

Education

20112013

MBA Finance

Institute of management tecnology

2 Year Post Graduate Diploma in Management (PGDM)

20072010

B Com

Jamia Millia Islamia

Work History

Dec 2015Present

Sales Manager

ICICI Lombard
  • Owns, manages and establishes end-to-end relationships with channel partners/Clients and internal stakeholders to meet sales target
  • Achieving business targets through large and mid-size automobiles selling firms
  • Handling Monthly automobile insurance portfolio of 5cr
  • Handling a team size of 6 people
  • Acquisition of new clients to increase the business volume
  • Nurturing relationship with the clients by taking care of all service related issues and providing them new insights as to how they can achieve increase there bottom line
  • Coordinating with other departments such as product, marketing and operations
  • Organizing renewal campaign in coordination with channel partners/ Clients
Apr 2013Nov 2015

Assistant manager renewals

Sbilife insurance co ltd
  • Worked as a Renewal officer with a team of associates and senior associates in Bhopal region for completion of yearly renewal target
  • Generating and analyzing project specific reports and directing the team to work on the necessary area’s to increase customer satisfaction
  • Handling customer complaints and resolving them through CRM. Also making them understand the future and current benefits of the policies and how it fits in there life
  • Forecasting monthly renewal with the help of customer response and past data
  • Interacting with HNI clients for the timely renewal, and providing solutions for their financial needs.
  • Monitoring daily renewal collection  & analyzing it to fill the gaps for achieving renewal budget
  • Guiding my team with financial tools for presenting insurance policy in a better way. So that policy becomes a best fit for client’s portfolio
  • Improved operational efficiency through implementation of “Monthly contests” among my team associates
  • Identifying training requirements of my team for smooth function of process
  • Supporting sales team to identify the gaps for target achievement 
Apr 2012Jun 2012

Summer Intern

IDBI Bank
  • Project was to check the financial viability of the cotton ginning units situated in Vidarbha region
  • Prepare financial model using excel to generate the financial statements, key ratios and breakeven point and analysis of  liquidity risk present in the industry

Certifications

20162016

V-A: Mutual Fund Distributors Certification Examination

National Institute of Securities Markets (NISM)
20152015

Licentiate

Insurance Institute of India

KEY PROJECTS

  • Performance comparison and risk analysis of two FMCG mutual funds (SBI Magnum & ICICI prudential)
  • Comparable companies valuation of Tata Global Beverages using data through capital line software(used for extracting historical financial data) 
  • An article on European debt crisis describing the reasons for the mounting debt in peripheral economies

Skills

Strong communication and presentation skills
Good with excel and financial modelling
Well versed with the all kinds financial products and there technicalities
Well versed with financial planning tools 

EXTRA CURRICULAR ACHIEVEMENTS

  • Presented a case study in International case conference, Goa organized by IMT Nagpur under the title “Ganesh Ginning and Pressing” which touched the aspects of Project Appraisal Finance 
  • Achieved 3rd position in Business Plan completion organized by Rotary club Nagpur in association with Technologists Investors and Entrepreneurs (TIE)