MANAV KOHLI | 516-851-2552 | [email protected] |
EXPERIENCE CAPIFY – Fintech Feb 2016 – Present Client Retention Specialist
• Manage and consult with qualified accounts to review renewal options for business financing • Achieve daily quota of contacting a minimum of 80 enterprise accounts via phone call • Develop monthly sales pipeline forecast in Salesforce and internal CRM database • Monitor client activities and provide relevant analysis to executive management and IT • Collaborate with internal credit department to facilitate momentum of deals through the sales funnel • Maintain and update customer and prospect database; identify renewal and up-selling opportunities • Calculate rates and arrange best payback factor for clients in conjunction with the underwriting team • Negotiate competitive agreements in order to achieve the team’s monthly sales budget objective
POLICYGENIUS, INC. – Fintech Start Up (Funded Series A&B) Mar 2015 – Nov 2015 Senior Client Services Manager - Life Insurance Agent
• Managed client portfolio valued at $250 million in active life insurance coverage • Facilitated clients’ enrollment into life insurance policies which contributed to over 30% growth in sales in
the second and third quarter of 2015 • Consulted with clients on their financial needs and provided need based solutions • Developed and maintained a customer and prospect database for future Client Services Managers • Introduced departmental customer and client services procedures including quality assurance process • Identified key improvements in quoting process which led to development of internal CRM • Provided feedback on functionality of User Experience and Interface with engineering and design teams • Liaised with vendors and stakeholders to ensure high NPS satisfaction coverage and Delighted survey
VERIZON WIRELESS – Telecommunications Company May 2013 – Jan 2015 Store Sales Manager
• Marketed and sold wireless phones to general public and businesses to achieve persona and store quota • Ensured a minimum of 10% of all monthly business was new business through new clients and up-sell • Performed daily reporting and accounting of store sales, inventory, and employee commissions • Analyzed sales reports to propose profitable in-house promotions to management • Managed vendor relationships including ensuring order accuracy and timely payment • Conducted inventory audits bi-weekly and maintained general upkeep of the store
EDUCATION GENERAL ASSEMBLY - NY, NY Digital Marketing ST. JOHN’S UNIVERSITY – Queens, NY Dec 2013 Bachelor of Arts - Dual Major in Government & International Politics and History LANGUAGES & SKILLS
• Fluent in Hindi and Punjabi • MS Office (Excel, Word, PowerPoint, Outlook, Access) Google Apps, Zen-desk, Salesforce, QuickBooks
CERTIFICATES & LICENSES • Licensed in NY State Life, Accident, and Health
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