Gagan Sharma
Summary
Dynamic sales professional with a proven track record at Kotak Mahindra Life Insurance, excelling in customer service and client relations. Adept at identifying business opportunities and delivering tailored solutions, I leverage strong problem-solving skills and data management expertise to drive growth and enhance customer satisfaction.
Overview
6
6
years of professional experience
Work History
(PRM) (S2S Channel)
Kotak Mahindra Life Insurance Company Limited
01.2024 - Current
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Completed day-to-day duties accurately and efficiently.
- Identified needs of customers promptly and efficiently.
Sales Officer (Direct Marketing Chanel)
Bajaj Allianz General Insurance Company Limited
01.2022 - 01.2024
- Supported sales team members to drive growth and development.
- Ensured compliance with sales policies, practices, and legal requirements.
- Identified and targeted new business opportunities through market research and analysis.
- Prepared and submitted sales reports and expense reports on a regular and timely basis.
- Developed client relationships to enhance customer satisfaction and retention.
Sales Officer (Banca Chanel)
Icici Lombard General Insurance Company Limited
01.2020 - 12.2021
- Assisted customers in selecting appropriate insurance products for their needs.
- Processed policy applications and ensured accurate documentation for underwriting.
- Identified customer needs and developed customized solutions.
- Prepared weekly reports summarizing current sales performance metrics.
Education
B.com - Commerce
CCS University
CCS UNIVERSITY MEERUT UTTAR PRADESH08-2025
3 Year Polytechnic Diploma - Computer Science and Engg
Bteup
JANTA POLYTECHNIC JAHANGIRABAD BULANDSHAHR01.2019
Intermediate -
U.P. Board
U.P.01.2015
High school -
U.P. Board
U.P.01.2013
Skills
- Basic computer knowledge (MS Word, MS Excel)
- Optimistic
- Positive attitude
- Flexibility
- Great patience
- Self-motivation
- Hardworking
- Customer service
- Sales reporting
- Client relations
- Data management
- Verbal communication
- Problem-solving
- HELP CLAIM PROCESS
Languages
- Hindi
- English
Disclaimer
I hereby declare that all above information mentioned above is true to the best of my knowledge.
Alternate Mobile
7618507783
Personal Information
- Father's Name: Mr. Pushpendra Sharma
- Gender: Male
- Nationality: Indian
- Marital Status: Unmarried
Languages
Hindi
First Language
English
Beginner
A1
Timeline
(PRM) (S2S Channel)
Kotak Mahindra Life Insurance Company Limited
01.2024 - Current
Sales Officer (Direct Marketing Chanel)
Bajaj Allianz General Insurance Company Limited
01.2022 - 01.2024
Sales Officer (Banca Chanel)
Icici Lombard General Insurance Company Limited
01.2020 - 12.2021
B.com - Commerce
CCS University
3 Year Polytechnic Diploma - Computer Science and Engg
Bteup
Intermediate -
U.P. Board
High school -
U.P. Board