Sandeep Popli
Business Development Manager
Clyde North,VIC
Summary
Dynamic sales leader with a proven track record at Vero Insurance, adept in CRM proficiency and consultative sales. Excelled in territory expansion and customer relationship management, driving revenue growth and exceeding sales goals. Skilled in leveraging industry partnerships and community networking to secure key accounts and foster long-term client relationships.
Overview
13
13
years of professional experience
Work History
Sales Consultant- Credit Controller
Vero Insurance (Suncorp Ltd.)
Auckland CBD, Auckland
04.2019 - 05.2024
- Processing monthly statements for brokers such as Crombie, Aon, Marsh and many more
- Developed and maintained relationships with new and existing clients to increase sales revenue.
- Participated in regular training sessions on new products, services, and industry trends.
- Generated sales across complete sales cycle process from prospecting through contract negotiations and closings.
- Recognized security risks to properly handle situations.
- Analyzed sales space capacities based on system parameters, securing high stock availability.
- Greeted incoming customers and provided expert sales and service to drive revenue.
- Assisted in developing sales strategies and setting targets for different accounts.
- Established long-term relationships with key contacts at client companies.
- Prepared and delivered appropriate presentations on products and services.
- Developed and maintained relationships with clients to increase sales revenue.
- Monitored competitor activity and pricing strategies to adjust accordingly.
- Greeted and assisted customers to foster positive experiences.
- Processing monthly manual and e- bordereau (bordereau files have client wise payment details) from brokers
- Reconciliation of accounts and policies
- Liaising with brokers for their clients outstanding balances
- Finding lost payments, sorting unallocated cash and cancelling policies due to Non payment
- Supporting the off shore team members and newbies
- Supporting the team and team Managers in making the process flawless
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
Collection Officer & Business Development
Milton Graham (Dun & Bradstreet)
Ellerslie, Auckland
04.2018 - 02.2019
- Profile management, taking calls, Responding email & etc
- Collecting for major clients ASB Bank, IAG & Flexi Cards and other B2B accounts
- Contacting debtors via calls, letters, email and texts
- Liaising with debtors for their outstanding balances from corporate businesses
- Maintained accurate records of collection activities in customer database.
- Encouraged customers to pay due amounts on credit accounts, claims or overdrawn checks.
- Arranged debt repayment or established schedules for repayment based on customer's financial situation.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Evaluate customer’s ability to pay their debt by asking financial questions
- Skip tracing accounts to find more contact details and other financial details of the debtor
- Explaining the benefits and other calculative factors to debtors and motivating them to pay
- Identifying the irregular trends in the accounts and updating the team manager
- Handling escalations and resolve them as per company’s guidelines
- Coordinating with Account Manager for various issues
- Providing systems training and ongoing support to new starters
- Spoke to delinquent members by phone and identified why accounts had not been paid.
- Advised delinquent customers on strategies for debt repayment.
- Researched delinquent accounts to identify key contact details, current phone numbers and email addresses.
- Negotiated credit extensions and waivers when necessary.
- Prepared documentation for repossession when other courses of action were exhausted.
- Evaluated current practices and procedures related to collections operations, making recommendations for improvement where appropriate.
- Adhered strictly to all relevant laws regarding collections activity in accordance with local regulations.
- Collaborated with delinquent members to create effective payment plans and quickly resolve accounts.
- Researched complex accounts and coordinated efforts with external stakeholders as needed.
- Located new addresses of delinquent customers through research, contacting credit bureaus or by questioning neighbors.
- Drafted correspondence outlining payment terms for delinquent accounts.
Business Development Manager
Spark Telecom (NZ)
Central Auckland
11.2016 - 11.2017
- Monitored industry trends and technological advancements to stay ahead of competition.
- Coordinated with marketing team to develop promotional materials and campaigns.
- Attended tradeshows and conferences to network with potential clients.
- Generated leads and capitalized on valuable business opportunities to bring in new company revenue and improve bottom line profit.
- Delivered presentations to senior management and stakeholders to report on progress and results.
- Fostered long-term partnerships with key industry players to enhance market presence.
- Established new customer accounts using negotiation and sales closing abilities.
- Maintained open and ongoing communication with clients to meet needs and expectations.
- Resolved customer complaints regarding sales and service.
- Drafted proposals for prospects in response to their requests for information.
- Coordinated with marketing teams to develop promotional materials and campaigns for target markets.
- Managed all aspects of client accounts including contract negotiations, project planning, budgeting, invoicing and payment processing.
- Created presentations to attract new business opportunities.
- Collaborated with internal teams for successful execution of projects.
- Oversaw the development of business proposals and bids for new projects or contracts.
Team Leader (Sales and Production)
Ebix Software Pvt. Ltd.
Noida, India
05.2013 - 12.2014
- IDS (Insurance data Services)
- American Insurance
- Handled the team of production and quality
- Handling customers queries over phone
- Providing process training to new executives
- Supporting the Manager
- Collaborated with other departments to ensure alignment of goals across teams.
- Developed strategies for problem solving and conflict resolution among team members.
- Established clear expectations for employees, providing guidance when needed.
- Oversaw quality control to identify inconsistencies and malfunctions.
- Assisted with recruitment efforts by interviewing potential candidates and providing input on hiring decisions.
- Championed the adoption of new technologies to improve team productivity and service delivery.
- Analyzed company's expenditures and developed financial models.
- Monitored daily workflow to ensure adherence to established policies and procedures.
- Analyzed data from various sources to identify areas of improvement in the department's operations.
- Wrote and submitted reports on industry trends, prompting managers to develop business plans.
- Audited company's legal documents to verify compliant policies and procedures.
- Created training materials and conducted group trainings on new processes or procedures.
- Motivated team members through recognition programs and performance-based incentives.
- Promoted to leadership position in recognition of strong work ethic and provided exceptional customer service.
- Negotiated with vendors and suppliers to secure favorable terms and improve bottom-line results.
- Facilitated training sessions for new employees on company policies and procedures.
Customer Service Sales Representative
IBM Private Limited
Gurgaon, India
09.2011 - 04.2013
- Delta Airlines Process
- Taking Inbound calls from American Customers and Clients
- Handling customers enquiries and provide them with the appropriate solution for their concern.
- Answered customer questions about products and services and recommended appropriate solutions.
- Produced sales documents, finalized deals and filed records.
- Maximized sales by keeping areas tidy, fully stocked and correctly priced.
- Followed up on customer inquiries not immediately resolved.
- Built sustainable relationships with customers through open communication.
- Operated register, handled cash and processed credit card transactions.
- Performed follow-up calls to confirm customer satisfaction with product or service received.
- Built and maintained knowledge of evolving product and service offerings to promote additional sales to existing customers.
- Developed strategies for improving the customer experience.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Adhered to company policies when dealing with customers.
- Identified potential opportunities to upsell products or services.
- Negotiated prices and set up contracts to finalize sales agreements.
- Called potential customers to assess business needs and present value propositions.
Education
Graduate Diploma - Marketing Management, Strategic Management, Marketing, International Marketing, Quality management & Consumer Behavior and Organization Behavior
Linguis International Institute
Auckland01.2016
Bachelor of Commerce - Economics, Business Studies, Accountancy & English
Delhi University
Delhi, India01.2005
Skills
- Demonstrations
- Territory expansion
- Customer liaison
- Sales funnel management
- CRM proficiency
- Consultative sales
- Time management
- Exceeds sales goals
- Project management
- Lead generation
- Referral generation
- Multilingual capacity
- Community networking
- Customer relationship management
- Industry partnership development
- Closing techniques
- B2B sales
- Sales strategies
Accomplishments
- Awarded as the employee of the month for February and March 2014.
- Hosted shows, programs and functions at larger scales (Charity programs, College annual function 2016 and etc.).
- Sales Award Winner for 2 months in Spark.
- Achieved target in the third month of Joining and further with Milton Graham.
References
References are provided on request.
Hobbies and Interests
- Listening to music
- Cooking
- Bike Riding
- Playing computer Games
Qualificationsandeducation
- Linguis International Institute, Auckland, Graduate Diploma in Business Management, Marketing Management, Strategic Management, Marketing, International Marketing, Quality Management, Consumer Behavior, Organization Behavior, 01/01/15, 12/31/16
- Delhi University, Delhi, India, Bachelor of Commerce, Economics, Business Studies, Accountancy, English, 01/01/02, 12/31/05
Summaryprofile
Diploma in Business, Linguis International, Auckland, 2016, Bachelor of Commerce, Delhi University, Delhi, India, 2005, Ten years + of experience in customer service/ Call Centre roles, collection and other roles., Great customer service skills with patient & tolerant approach., Highly-skilled with excellent work ethic including the ability to communicate with all levels of management and employees., An effective and confident communicator., Ability to rapidly learn new tasks, processes and software., Highly-organized and self-motivated.
Timeline
Sales Consultant- Credit Controller
Vero Insurance (Suncorp Ltd.)
04.2019 - 05.2024
Collection Officer & Business Development
Milton Graham (Dun & Bradstreet)
04.2018 - 02.2019
Business Development Manager
Spark Telecom (NZ)
11.2016 - 11.2017
Team Leader (Sales and Production)
Ebix Software Pvt. Ltd.
05.2013 - 12.2014
Customer Service Sales Representative
IBM Private Limited
09.2011 - 04.2013
Graduate Diploma - Marketing Management, Strategic Management, Marketing, International Marketing, Quality management & Consumer Behavior and Organization Behavior
Linguis International Institute
Bachelor of Commerce - Economics, Business Studies, Accountancy & English
Delhi University
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