Amit Mehta

• Ensure team are well managed to deliver business performance and achieve targets
• Generate new business via direct selling to customers and referrals from different approved sales channels
• Monitor team performance and report on metrics
• Motivate team members
• Discover training needs and Provide coaching
• Create an inspiring team environment with an open communication culture
• Set clear team goals
• Delegate tasks and set deadlines
• Designed and implemented training to further develop staff based on business goals.

• Responsible for establishing meeting times, managing day-to-day operations, and keeping members on track
• Set clear team goals
• Delegate tasks and set deadlines
• Monitor team performance and report on metrics
• Motivate team members
• Manage challenges and task

Achievements: Half year best performer with team in CBD process

• Collating the details of potential and customers and following up on the leads
• Studying the customer profile and suggesting company products accordingly
• Managing customer relations
• Collecting and organizing the documents
• And Completing the application docket
• Coordinating with the to complete the process within the shortest possible time

Achievement: Promoted from senior Sales Officer to assistant Team Leader in 2022.

• Managing teams
• Coordinator with manager And Management
• Motivate team members
• Understood customer needs to craft exceptional sales journeys.

• Connecting with and consulting new and existing customers to introduce existing and new insurance products
• Calculate premiums and establishing payment methods
• Customizing insurance programs to suit individual customers, often covering a variety of risks
• Contacting underwriter and processing binder coverage
• Ensuring completion of policy requirements including medical examination
• Assist customers while processing claims
• Developing marketing strategies
• Consulting clients about necessary bookkeeping requirements and providing group insurance programs
• Install bookkeeping systems and resolve system problems
• Plan and oversee incorporation of insurance programs into the bookkeeping system

• Handling working capital management, Coordinating with banks and monitoring the finance
• Interpreting Cash Flows of group companies and predicting future trends
• Analyzed market trends with surveys and used information to stimulate business and revenue growth
• Preparation of Forecasted Financial Accounts for Loan Proposal
• Recommend innovative alternatives to generate revenue and reducing unnecessary costs

• Maximized business potential by providing excellent customer services and ensuring 100 % client retention
• Contacted satisfied customer to offer additional services
• Collected and processed payment
• Resolved customer concerns promptly to maintain satisfaction
• Increased revenue by acquiring new customer and determining need to offer relevant product

• Finalizing accounts and filing tax returns
• Conducting Statutory, Concurrent, Tax and Stock Audits
• Representing the client for appeals in front of the Commissioner of Income Tax
• Assisting in company formation procedure
• Procedures for better record keeping documents and track the activity in the Accounts Department
• Conducted monthly budget vs actual expenses, identified the variances along with the root cause and provided recommendations