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bhavin parekh

@bhavinparekh

Digital sales and retention leader at Zurich Kotak General Insurance who improved sales conversion by 33% within 90 days.

India

Message

At Zurich Kotak General Insurance, I led a 105-member sales and support organisation across digital motor-insurance sales, acquisition and renewals. I redesigned the sales funnel and operating cadence, delivering a 33% conversion uplift and an 8-point retention improvement within 90 days.

Across insurance, fintech and contact-centre operations, I’ve led sales and retention teams, including a 135-member Demat acquisition organisation at 5Paisa Capital Ltd. At ICICI Lombard General Insurance, I generated ₹19 lakh+ in incremental revenue through cross-sell and upsell, and set up a new contact centre at Vashi.

Experience

Work history, roles, and key accomplishments

Chief Manager – Digital Sales & Retention

Zurich Kotak General Insurance

May 2025 - Sep 2025 (4 months)

Led a 105-member sales and support organisation for digital motor-insurance sales, acquisition, and renewals. Delivered a 33% sales-conversion uplift and an 8-point retention improvement within 90 days.

Digital Sales Retention Lead Management Call Calibration IRDAI Compliance MBR WBR Governance Sales Quality Process Improvement

Team Manager – Digital Sales (Demat Acquisition)

5Paisa Capital Ltd

Dec 2023 - Apr 2025 (1 year 4 months)

Built and led a 135-member sales organisation for Demat acquisition across organic, app, paid, and referral channels. Achieved consistent 16% quarter-on-quarter uplift in conversion and productivity.

Demat Account Acquisition KPI Management Lead Segmentation Call Calibration SEBI Compliance CDSL WBR MBR Performance Reviews Team Leadership

Senior Manager – Retention & Inside Sales

Onsite-Go

Mar 2022 - Nov 2023 (1 year 8 months)

Led a 68-member cross-functional team across web sales, cross-sell, NPS, AFS, and AMC renewals. Tripled workstation revenue from ₹1 lakh to ₹3 lakh within one year through process redesign and performance management.

Retention Inside Sales Cross Selling Renewals Process Redesign Performance Management B2B Sales Root Cause Analysis

Senior Unit Sales Manager – Telesales & Cross-Sell

ICICI Lombard General Insurance

Jan 2016 - Nov 2021 (5 years 10 months)

Managed health-insurance telesales, cross-sell, and upsell performance, increasing workstation revenue by 83% in 12 months. Set up a new contact centre at Vashi, covering recruitment, training, and ramp-up.

Telesales Cross Selling Upselling Contact Center Setup Recruitment Training Incentive Design Call Quality Monitoring

Assistant Manager – Sales Operations

Serco BPO Services

Jan 2015 - Nov 2015 (10 months)

Supported inbound and outbound ULIP telesales operations for HDFC Life, maintaining service levels and keeping call abandonment below 8% FTD. Led sales-operations routines to support revenue targets.

Sales Operations Telesales Service Level Management Call Abandonment Rate ULIP Process Improvement

Branch Manager – Retail Lending & Insurance

Capital First Ltd

Dec 2012 - Jan 2015 (2 years 1 month)

Managed Gold Loans, Personal Loans, and insurance across six branches, with responsibility for disbursements, collections, team delivery, and branch P&L. Promoted to Branch Manager within six months.

Retail Lending Gold Loans Personal Loans Insurance Branch Management P&L management Collections Team Leadership