Sagar Meshram
🚀 MBA Marketing | Sales Manager – Banca Channel at Kotak Life | Expert in Bank-Assurance Sales | Helping Customers Achieve Financial Security
- Role
- Sales Manager at Kotak Life
- Location
- Nagpur, MH, IN
- LinkedIn followers
- 500 followers
About Sagar Meshram
I am an MBA (Marketing) graduate from Savitribai Phule Pune University, currently working as a Sales Manager – Banca Channel at Kotak Life Insurance. My role involves offering life insurance solutions through bank branches, where I interact with customers, handle PLVC (Pre-Login Video Call) processes, and ensure proper documentation and follow-ups.With a strong focus on customer needs, I aim to provide the best insurance options while building long-term relationships. I have developed skills in lead conversion, customer handling, policy servicing, and coordinating with banking partners to meet sales goals.I am passionate about financial planning, customer service, and growing as a sales professional in the insurance sector. Short-term Goal: To deliver strong performance in the banca channel and grow my expertise in financial product sales. Long-term Goal: To achieve a leadership role in the sales and marketing domain of a reputed financial organization.
Experience
Sales Manager
Jul 2024 — Present · Nagpur, IN
Working within bank branches to promote Kotak Life Insurance productsEducating customers about insurance benefits during their banking visitsHandling PLVC (Pre-Login Video Calls) and document submissionBuilding strong coordination between bank staff and insurance operationsMeeting monthly sales targets through warm lead conversionEnsuring excellent customer service and policy issuance follow-up
Education
Savitribai Phule Pune University
Master's degree, Business Administration and Management, General
Rtmnu
Bachelor of Business Administration - BBA, Finance, General
Ramachandran International Institute Of Management (RIIM Pune)
Master's degree, Marketing
Nabira College, Katol
Bachelor of Business Administration - BBA
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