Mahesh Panchal
Senior Manager, Telesales, Contact Center, Field Sales, Relationship Management
Mumbai
Summary
My objective is to obtain a challenging leadership position applying creative management skills with a growing organization.
Overview
3
3
Languages
21
21
years of professional experience
Work History
Senior Manager- Retail Direct (Tele Sales)
M/S Mialtus Insurance Broking Pvt Ltd
01.2025 - 06.2025
- Handled a team of 60 Telesales Team & 5 Team Leader's & 2 Assistant Manager.
- Handled Health / Motor Fresh & Renewal business.
- Worked on Field with RM's for sales closures.
- Handled 16 Relationship Manager's(RM's) for General & Life Insurance verticals.
- Handling End to End Sales through Website Organic Leads / Search Campaigns / KAM's
- Prepare and publish weekly dashboard.
- Process: Tele Sales (Inhouse Call Center End to End Sales)
- Job Profile: End to End Sales(Motor/Health/Life / KAM's)
Senior Manager (Tele Sales)
Lendenclub
07.2024 - 09.2024
- Handled a team of 30 Telesales Team, 3 Team Leader's & 1Team Manager.
- Handling End to End Sales (Investment) through Website Organic Leads / Search Campaigns.
- Worked on Field to get business( Investment Process)
- Prepare and publish weekly dashboard.
- Accountable towards achieving the overall team target (Investment).
- Handling second level escalations.
- Process: Tele Sales (Inhouse Call Center End to End Sales)
- Job Profile: End to End Sales (Investment)
Area Business Head (Tele Sales)
Indiafirst Life Insurance Company Ltd
12.2022 - 06.2024
- Handled a team of 50 Telesales Team, 4 Team Leader's.
- Handling End to End Sales through Website Organic Leads / Search Campaigns.
- Whenever required worked on Field for Sales closures.
- Prepare and publish weekly dashboard.
- Ensured 100% Policy issuance with the help of underwriting team.
- Accountable towards achieving the overall team target (End to End Sales).
- Handling second level escalations.
- Process: Tele Sales (Inhouse Call Center-End to End Sales)
- Job Profile: End to End Sales
Assistant Manager (Tele Sales)
Tata AIA Life Insurance Company Ltd
07.2021 - 12.2022
- Handled a team of 153 Telesales Team, 12 Team Leader's with 3 Assistant Managers at Vendor location.
- Handling Lead Generation/End to End Sales through Website Organic Leads / Search Campaigns.
- Manage Stake Holder Management.
- Co-Ordination with Sales Team about Leads quality & Sales numbers.
- Prepare and publish weekly dashboard.
- Accountable towards achieving the overall team target (Lead Generation/End to End Sales).
- Handling second level escalations.
- Handling data management with Vendor & Co-ordinate with Marketing Team.
- Analysis Data Quality & Data Management.
- Ensure all reports are prepared with accuracy and submitted to business for review.
- Conducting calibration sessions with Training team & Quality Team.
- Setting up of operational and quality guidelines.
- Developing standard scripts for the process.
- Adhere to compliance policies and ensure that the team works as per the set guidelines
- Process: Tele Sales (Call Center Lead Generation & End to End Sales)
- Job Profile: Lead Generation & End to End Sales
Manager (Tele Marketing)
Mahindra Holidays & Resorts India Ltd
06.2018 - 01.2021
- Handled a team of 52 Telesales Team & 4 Team Leader's.
- Worked on Venue for Sales Closures.
- Prepare and publish weekly dashboard.
- Accountable towards achieving the overall team target.
- Handling second level escalations.
- Handling data management and coordinating with technical team for resolutions
- Prepare and publish weekly dashboard.
- Ensure all reports are prepared with accuracy and submitted to business and management team within the specified time frame.
- Conducting calibration sessions with Training team.
- Setting up of operational and quality guidelines.
- Developing standard scripts for the process
- Adhere to compliance policies and ensure that the team works as per the set guidelines.
- Process: Tele Marketing (Holiday Membership)
- Job Profile: Lead Generation & Sales
Manager (Retail Sales)
Provincial Insurance Broking Pvt Ltd.
04.2017 - 06.2018
- Handled a team of 20 Telesales Team & 2 Team Leaders.
- Handled Health / Motor Fresh & Renewal business.
- Worked on Field with RM's for sales closures.
- Handled 4 Relationship Manager's(RM's) for Motor & Health Process, also went on Field for Sales closure.
- Prepare and publish weekly dashboard.
- Accountable towards achieving the overall team target.
- Handling data management and coordinating with technical team for resolutions.
- Prepare and publish weekly dashboard.
- Conducting calibration sessions with team.
- Setting up of operational and quality guidelines.
- Developing standard scripts for the process.
- Adhere to compliance policies and ensure that the team works as per the set guidelines.
- Process: Retail Sales
- Job Profile: Retails Sales (Motor / Health)
Sr. Executive Direct Marketing
Tata AIG General Insurance Co. Ltd.
08.2007 - 06.2016
- Lead and oversee verification process for Auto and Health.
- Handled a team of 4 verifiers with 80 Telesales Team with 6 Team Leaders.
- Primary responsibility leads and oversee Outbound Sales team of 80 Telesales Team for Health / Motor and Travel & 6 Team Leader's.
- Handling Online Sales process as well as Website Leads Sales.
- Achieving Aggregator Target month on month basis.
- Closely liaison with internal & external stakeholders to achieve category goals.
- To drive internal stakeholders such as Underwriters, Operations, and IT team to achieve the category goals.
- Accountable towards achieving the overall team target.
- Handling second level escalations.
- Handling data management and coordinating with technical team for resolutions.
- Ensure all reports are prepared with accuracy and submitted to business and management team within the specified time frame.
- Prepare and Publish weekly business dashboard.
- Pro-actively communicate with stakeholders on critical concerns affecting business standards.
- Provide inputs for business and bring about improvements by passing on qualitative feedback along with voice of customer.
- Review daily and periodical reports to track team/agent performance.
- Conducting calibration sessions with Clients, Training team.
- Handle pre sales and post sales queries.
- Setting up of operational and quality guidelines.
- Developing standard scripts for the process.
- Adhere to compliance policies and ensure that the team works as per the set guidelines.
- Process: Direct Marketing (D2C)
- Job Profile: Sales Verification / Retails Sales –Revenue Generation (Motor / Health)
Tele caller / Team Leader
Tata AIG General Insurance Co. Ltd. (Payroll : Frontline Sales Pvt Ltd)
01.2004 - 08.2007
- Tele calling.
- Worked on Field with RM's for sales closures.
- Handled 6 Relationship Manager's(RM's) for Motor & Health Process, also went on Field for Sales closure.
- Handled a team of 11 Tele caller & generate the revenue.
- Handled the Database & Analyzed.
- Handle pre-sales queries.
- Process: Outbound (Tata AIG General Insurance Co Ltd)
- Job Profile: Tele calling & Team Handling
Education
B.Com -
Mumbai University
01.2001
Skills
Strategic planning Including Data analysis & Process Improvement
Cross-functional collaboration
Operations management
Cross-functional team coordination
Timeline
Senior Manager- Retail Direct (Tele Sales)
M/S Mialtus Insurance Broking Pvt Ltd
01.2025 - 06.2025
Senior Manager (Tele Sales)
Lendenclub
07.2024 - 09.2024
Area Business Head (Tele Sales)
Indiafirst Life Insurance Company Ltd
12.2022 - 06.2024
Assistant Manager (Tele Sales)
Tata AIA Life Insurance Company Ltd
07.2021 - 12.2022
Manager (Tele Marketing)
Mahindra Holidays & Resorts India Ltd
06.2018 - 01.2021
Manager (Retail Sales)
Provincial Insurance Broking Pvt Ltd.
04.2017 - 06.2018
Sr. Executive Direct Marketing
Tata AIG General Insurance Co. Ltd.
08.2007 - 06.2016
Tele caller / Team Leader
Tata AIG General Insurance Co. Ltd. (Payroll : Frontline Sales Pvt Ltd)
01.2004 - 08.2007
B.Com -
Mumbai University
Disclaimer
The information provided above is true to the best of my knowledge and confidential in nature. Place: Mumbai Date
Personal Information
- Date of Birth: 10th February,1977
- Nationality: Indian
- Marital Status: Married
- Address: No.7, Janaki Niwas, Deshmukh CHS, Near Municipal High School, Bhandup Village, Bhandup East, Mumbai – 400 092
Playing Cricket, Travelling
Played Corporate Cricket