محمد Swaleeh

• Handled end-to-end medical and general insurance sales for the GCC market.
• Assessed client needs and presented tailored insurance solutions.
• Negotiated policy terms and successfully closed deals.
• Coordinated with underwriters and brokers to ensure regional compliance.
• Managed client relationships to drive renewals and upselling.
• Oversaw the full sales cycle from lead generation to contract signing.
• Ensured timely follow-ups and resolved client queries efficiently.
Technologies & skills Used: Odoo CRM, B2C Sales, B2B Sales, Client Engagement, Insurance Product
Knowledge (Medical/General), Consultative Selling, Proposal Development, Deal Negotiation, Lead
Generation, Sales Cycle Management, Relationship Management, Client Retention, Market Adaptability (GCC
Region).

• Integrated WordPress to enable dynamic content updates and enhance accessibility to process
documentation.
• Led the development and maintenance of a centralized knowledge base to streamline information access for
call centre agents.
• Managed a blended team handling both inbound and outbound call operations.
• Conducted regular coaching sessions focused on improving communication, conversion, and issue resolution
skills.
• Collaborated with QA and training teams to address skill gaps and enhance team productivity.
• Led performance reviews, set individual targets, and motivated team members to achieve SLA and campaign
goals.
Technologies & Skills Used: WordPress, HTML5, CSS3, JavaScript, Team Leadership, SAP, People
Management, Coaching, Skill Development, Quality Assurance, Compliance Adherence, Process Optimization,
Problem Solving.

• Promoted to QA role in Nov 2022 for demonstrating strong process knowledge and consistent high
performance.
• Conducted detailed eligibility verification and processed medical records requests with 100% accuracy
standards.
Technologies & Skills Used: Dental CRM (Implemented by Care stack), HIPAA compliance, patient data
accuracy, dental terminology,
workflow analytical problem-solving, team adaptability, process improvement, cross-functional

• Maintained and updated records for over 300+ students, ensuring 100% accuracy in documentation and
follow-ups.
• Acted as a primary point of contact, handling an average of 30+ inbound and outbound calls daily, providing
course details and enrolment guidance.
• Assisted in converting inquiries to admissions, contributing to a 15-20% monthly increase in enrolments
through effective counselling and needs analysis.
• Relayed key updates and feedback between students, parents, and management, improving communication
turnaround time by 25%.
• Ensured consistent professionalism and punctuality, maintaining a 100% attendance record during the tenure.
Technologies & Skills Used: MS Excel/Google Sheets, Student Enrolment Counselling, Lead
Conversion/Follow-ups, Cross-selling Courses/Programs, Handling Objections/Closing Deals, Problem
Solving, Team Collaboration, Consistency/Punctuality.

• Increased on-time loan repayments by 25% through personalized customer education and structured
repayment guidance.
• Reduced average loan collection cycle time by 18% by aligning visits with customer availability and improving
follow-up efficiency.
• Boosted customer satisfaction scores by 22% through flexible and respectful repayment coordination.
• Improved recovery rates by 20% by identifying high-risk accounts early and implementing proactive collection
strategies.
• Achieved 110% of monthly sales targets by deploying tailored pitches for gold loan products.
• Contributed to a 15% increase in portfolio quality by guiding customers toward responsible borrowing and
repayment behaviour.
• Collaborated with internal teams to enhance process compliance, reducing operational errors by 12%.
Technologies & Skills Used: Loan Product Sales (Gold & Finance), Field-based Loan Recovery, Payment
Follow-up, Flexible Repayment Planning, Conflict Resolution, Negotiation, Trust Building, Cash Collection and
reporting, B2C Sales, Problem Solving.