KAMLESH SHARMA

A Cluster Manager at Axis Asset Management Company plays a pivotal role in overseeing and driving the performance of a group of branches or business units within a designated region. This position involves strategic leadership, operational management, and close collaboration with various stakeholders to achieve business objectives.

• Ensuring My Team is supporting channel partner to Sourcing business,login application, Policy issuance and services end to end
• Generating LI leads from bank Relationship Manager and going on appointments and closing the sales & over the calls also.
• Logging the policy & tracking issuance of the policy to customer satisfaction.
• Generating leads after analysis the customers need, explore the customers financial goals.
• Mobilizing insurance investment and establishing strong relationship.
• Strong target & deadline orientation with management skills and good exposure and knowledge of full suite of product.
• Driving insurance sales, Joint meeting with channel partner for closing big deals.
• Handing Bancassurance relationship Of Hdfc Bank (Virtual Channel)
• Maintaining excellent Partner management relationship to derive maximum business.
• Meeting Cluster Heads and TPP Head on Weekly basis for having maximum lead to TATA AIA LIFE.

• Handling walking customer of Insurance and sell the insurance policy in bank.
• Explained features, advantages, and disadvantages of various policies to promote the sale of insurance plans.
• Calculated premiums and established payments methods for sales.
• Successfully handled customer service, underwriting follow up, premium payments, new applications, and daily deposits.
• Sale the product TERM INSURANCE, TRADITIONAL PLANS, ULIP PLAN.
• Work on Cross selling data.
• E-KYC, Customer Updating and Verification as per KYC.
• Got Promoted from Assistant Manager TO Deputy Manager in TATA AIA Life.
• Got Three Times increments in Kotak Life.
• Got Appreciation certificate from G Murlidhar.
• Got Appreciation certificate in HDFC Life 4 Times From Vice President for Valuable contribution in Agency Life.

• Managed strong relationships with agents and strategic associates to elevate brand awareness through community initiatives such as Meals on Wheels.
• Recruiting agents from the markets and build the relationships.
• Consults with agents and prospective agents to assess insurance needs of clients & financial planning goals.