NITIN SHARMA
Kolkata
Overview
3
3
Languages
1
1
Certification
19
19
years of professional experience
Work History
Associate Director, Cluster Head- WM
Standard Chartered Bank
KOLKATA
10.2025 - Current
- Embedded insurance as an anchor product to strengthen customer relationships and expand local market share, facilitating RM activation.
- Set sales targets and performance standards while reviewing metrics to guide insurance specialists in achieving goals.
- Directed, mentored, and managed a team of insurance specialists to enhance overall performance and effectiveness.
- Ensure all sales, advisory, and operational activities comply with the Group's risk management framework and regulatory conduct guidelines
Senior Insurance Specialist
Standard Chartered Bank
KOLKATA
01.2011 - 10.2025
- - Supported management of two largest branches in East, covering nearly 25% of zone insurance business.
- - Identified insurance prospects and supported relationship managers in successfully closing calls, enhancing client acquisition efforts.
- - Liaised between relationship managers and insurance providers, and managed sales and governance for sourced business.
- - Developed and implemented client retention strategies that contributed to increased customer satisfaction and loyalty.
- - Advised clients on suitable coverage options while tracking new product offerings and industry trends, strengthening client relationships through regular follow-ups and dedicated service support.
- - Monitored business persistence above 90% at all times.
- - Achieved qualification for multiple Banca contests, showcasing competitive performance. multiple times, earning rewards and recognition at overseas locations.
- - Claimed victories in several Banca CEO contests, demonstrating exceptional performance. and received felicitation at SCB Mumbai headquarters
Relationship Manager
ICICI Securities Ltd, Kolkata, India
KOLKATA
04.2008 - 06.2009
- Managed client relationships for ICICI Securities wealth and broking services.
- Advised customers on equity, mutual fund, and derivative products.
- Reviewed client portfolios and recommended suitable investment strategies.
Education
MBA - Marketing Management
NMIMS Distance Education
Mumbai 05-2023
B.COM - B.COM
Umesh Chandra College
Calcutta University05-2007
Secondary Education -
Carmel School- I.C.S.E
Madhupur Jharkhand04-2004
Skills
- Portfolio Management
- Insurance strategy
- Risk compliance
- Sales strategy
- Portfolio analysis
- Customer relationship management
Languages
English
Advanced (C1)
C1
Bengali
Advanced (C1)
C1
Hindi
Advanced (C1)
C1
Certification
- IRDA Certified
- INSEAD Wealth Academy-HNW Programme, ABU DHABI
Accomplishments
- CEO Recognition Award , 2022,2024 & 2025
- Banassurance Olympics, Wealth Wizard & Wealth Titans.
Timeline
Associate Director, Cluster Head- WM
Standard Chartered Bank
10.2025 - Current
Senior Insurance Specialist
Standard Chartered Bank
01.2011 - 10.2025
Relationship Manager
ICICI Securities Ltd, Kolkata, India
04.2008 - 06.2009
MBA - Marketing Management
NMIMS Distance Education
B.COM - B.COM
Umesh Chandra College
Secondary Education -
Carmel School- I.C.S.E