Palak Agarwal

Envisage plans and creatively chalk methodologies to reach out to prospective clients. Research prospective companies/leads, nurture and engage with them to build a potential sales pipeline. Engage with the prospects via multiple outbound channels such as cold emails, cold calls, Linked In, and leveraging other social media channels. Build on qualified opportunities in US/EM-EA market.

Handled and directed outbound and inbound calls. Contacted potential clients via e-mail and phone to establish rapport and set up meetings. Interrelationship with key decision makers and match customers with the right solutions for their needs. Conducting sales through various verticals such as email, coldcalling, and Linked In.

Researched industrialists and individuals online. Demonstrated exceptional communication skills, establishing meaningful connections through personalized emails and persuasive phone calls, resulting in successful meetings and site visits. Managed both outbound and inbound calls proficiently, ensuring seamless communication flow and delivering exceptional customer service.

Conducted comprehensive research on organizations and individuals through online platforms and personal interactions, effectively identifying new prospects for business development. Introduced a user-friendly and secure client portal, providing a centralized platform for clients to access and manage their investment information, premiums, and loan details, enhancing customer satisfaction and convenience. Approach all sorts of insurance, and investment products (Life insurance, general insurance, mutual funds, 2-wheeler/4 wheeler insurance).