Summary
Overview
Work History
Education
Skills
Languages
Interests
Accomplishments
Timeline
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DEEPAK SHARMA

DELHI

Summary

Dynamic Associate Partner with expertise in developing and mentoring teams of financial consultants. Guides individuals through the life insurance advisory process, fostering strong sales skills and client relationship management. Empowers consultants to achieve professional growth and financial success through structured training and personal development.

Overview

25
25
years of professional experience

Work History

Associate Partner

AXIS MAX LIFE INSURANCE LTD.
12.2022 - Current

Developed and mentored teams of financial consultants, including chartered accountants, retired professionals, and individuals transitioning into new careers, equipping them with sales and relationship-building skills in the life insurance sector and guiding them through the advisory and sales process.

Facilitated understanding of customer needs among consultants, enabling them to present tailored financial protection solutions and foster long-term client relationships based on trust and professionalism while mentoring them in generating quality referrals and expanding professional networks.

Emphasised personal development, financial awareness, and entrepreneurial growth, enabling individuals to establish successful careers in life insurance consultancy through structured guidance and practical training that supports their professional and financial aspirations.

Partner

SUBSTANCE REALTY PVT LTD.
09.2011 - 12.2022
  • Established a network of distributors to enhance visibility and support for real estate projects by Sobha, Ansal API, Tata, and others.

Sales Manager

MULTIPLE
04.2004 - 09.2011
  • Worked with ICICI Priority, Future Generali, and India Infoline to develop strategic partnerships.
  • Built distribution network and consistently achieved sales targets each month.
  • Collaborated with teams at ICICI, Priority, Future Generali, and India Infoline to enhance sales initiatives.

Indipendant Representative

japan life india
12.2000 - 03.2004

Developed independent representation for company within competitive multi-level marketing sector.
Managed sales initiatives for premium magnetic medical mattresses priced at approximately 1 lac.
Expanded distribution network by successfully achieving three organisational levels and onboarding 154 distributors.

  • Trained new representatives, sharing knowledge and best practices for better team performance.
  • Addressed customer questions, problems and complaints in person and via phone to maintain positive relationships and support smooth communications.
  • Managed customer enquiries and provided detailed information on services to enhance satisfaction.

Education

Bachelor of Business Administration - BUSINESS MANAGEMENT

Suresh Gyan Vihar University
Jaipur, IN-RJ
01-2022

Skills

  • Business development
  • Customer relationship management
  • Client engagement
  • Referral generation
  • Sales training
  • Market analysis
  • Strategic planning
  • Networking
  • Performance evaluation
  • Time management
  • Problem solving
  • Mentorship
  • Team building
  • Team building and training
  • Financial advisory

Languages

Hindi
First Language
English
Advanced
C1

Interests

  • Sketching &, Reading

Accomplishments

  • Created a team of highly professional, successful chartered Accountants.
  • Producing MDRT's year on year basis.
  • Achieved business target by 200% on a year-on-year basis.
  • Won the Pearl of Agency Award from the CEO.
  • Business Presistency above 95%.Won the Peral

Timeline

Associate Partner

AXIS MAX LIFE INSURANCE LTD.
12.2022 - Current

Partner

SUBSTANCE REALTY PVT LTD.
09.2011 - 12.2022

Sales Manager

MULTIPLE
04.2004 - 09.2011

Indipendant Representative

japan life india
12.2000 - 03.2004

Bachelor of Business Administration - BUSINESS MANAGEMENT

Suresh Gyan Vihar University
DEEPAK SHARMA