Summary
Overview
Work History
Education
Skills
Initiatives
Accomplishments
Career Details
Service Delivery
Hobbies and Interests
Key Deliverables
Personal Information
Languages
Timeline
AdministrativeAssistant

Pankaj Sharma

Gurgaon

Summary

Dynamic Sales Manager with notable experience in leading high-performing sales teams. Showcases strong leadership and strategic planning skills, adept at driving revenue growth and improving sales-team performance. Successfully implemented innovative sales strategies that increased market share in previous roles.

Overview

17
17
years of professional experience

Work History

Senior Manager

ICICI Lombard GIC Ltd.
Lucknow
01.2024 - Current
  • Leading the retail motor broking vertical with end-to-end ownership of business growth, broker onboarding, sales performance, and customer experience.
  • Developed and executed sales strategies focused on high-potential geographies, resulting in a 120% achievement of sales targets FY2024-2025
  • Onboarded and activated 10+ new motor insurance brokers across UP, expanding the active distribution base and increasing market penetration.
  • Launched a Broker Performance Dashboard to track productivity, engagement, and policy conversion metrics—improving team performance by 20%.
  • Collaborated closely with underwriting, claims, and operations teams to streamline policy issuance.
  • Ensured 100% compliance with IRDAI guidelines and internal processes across all partner touchpoints and documentation.
  • Implemented regular training and refresher programs for brokers and internal sales teams to enhance product knowledge and improve pitch quality.
  • Set up a structured feedback loop for brokers and clients, using insights to fine-tune processes and elevate service standards.
  • Took ownership of escalated cases and high-value transactions to ensure timely resolution and client satisfaction.
  • Initiated weekly performance reviews with field teams and broker partners to monitor KPIs and drive continuous improvement.
  • Focused on the profit pool business.

Asst. Manager (Ops/Sales-B2C)

InsuranceDekho
Gurgaon
09.2015 - 09.2023
  • Analyzing of the daily performance, hot leads and cold leads & Number of conversion.
  • Aggressive Sales call plans to acquire large prospective customers through referrals.
  • Generated revenue month on month by achieving the sales targets.
  • Recruited and trained new employees to meet job requirements.
  • Held regular one-on-one meetings with employees to review performance and priorities and provide feedback.
  • Led team meetings and one-on-one coaching sessions to continuously improve performance.
  • Coached, mentored and trained team members in order to improve their job performance.
  • Conducted regular meetings with staff to discuss progress and identify areas of improvement.
  • Established and monitored KPIs to evaluate performance and identify areas for improvement.
  • Managed risk by developing and implementing effective risk management strategies.
  • Provided support and guidance to colleagues to maintain a collaborative work environment.

Group Team Leader

Cogent E-Services Ltd
Bareilly
05.2014 - 06.2015
  • Performance Measurement: Monthly, Bi-Annual & Annual Performance Appraisals; Variable Component Management; monthly one to ones, business reviews.
  • People Management: Assigning & managing SPOC roles, identifying behavior training needs and arranging for the trainings.
  • Process/Operations Management: Ensuring all quality, productivity, service level, etc targets are met. Ensuring Schedule adherence, attendance, Attrition Management.
  • Process engagement: Process' Rewards & Recognition; process knowledge engagements. Training needs identification; facilitating trainings; feedback for training; conducting process quizzes; process knowledge engagements for the team.
  • Audits, Analysis & Reports: Process, Quality, Compliance, Information Security Audits; Early warning signals, Performance Reports; Quarterly Business Reviews. Trend, Tenure, Missed cases, various queues, error Pareto, root cause, Increment Value, Availability, Variance, Utilization, Attrition Analysis.
  • Hiring: Assessed individuals on personality traits via personal interviews.

Team Leader

Serco BPO pvt. Ltd.
Gurgaon
03.2013 - 05.2014
  • Handling complaints from prepaid customer's of Airtel, Taking Escalation calls for customers.
  • Looking after the daily Revenue and Outbound MIS, Analyzing the agent wise daily Performance i.e. SR closure and Calls.
  • Responsible for grooming team coaches and executives for better customer delight in terms of AIRTEL quality parameters.
  • Responsible for the recruitment and training of Executives, and Responsible for monthly R&R and activities for executives.
  • Orientation of team members by regular audits on performance parameters and share feedback to enhance better quality parameter.
  • Responsible for accurate and Quality Solution of Customers complaints for AIRTEL.
  • To look after the daily routine work of updating the remarks, generating the MIS.
  • Capturing VOC related to different process and work out resolution by co-coordinating with closure co-coordinators, Call Center & ARC's.
  • Weekly task including Highlighting Wrong Raising trends and other related issues of the process via Regular dashboards.

Team Leader/ Shift Incharge

Spanco BPO pvt. Ltd.
Gurgaon
09.2008 - 03.2011
  • Handled Entire evening shift (Aprx 70 agents) as Shift Incharge for six months in Spanco.
  • Awarded for Leadership Excellence Award in 2010 & 2011.
  • Nominated for Coffee with Sr. Leadership in Aegis-Aug'10 & May'11.
  • Awarded for best Team Leader multiple time for topping the scorecard-Month wise.
  • Under my supervision 8 of my Team members got promoted to Sr Executive in different variant i.e MIS, Quality, Training & Dialer Management.
  • Got promotion as ATL & Team Leader in Aegis BPO Services Ltd due to consistent performance and leadership ability.

CCE/ATL

Aegis BPO pvt. Ltd.
09.2008 - 03.2011
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Worked effectively in team environments to make the workplace more productive.
  • Recognized by management for providing exceptional customer service.
  • Worked with cross-functional teams to achieve goals.
  • Identified needs of customers promptly and efficiently.

Education

Bachelors of Arts -

MJP Rohelkhand University
Bareilly, UP
01.2005

Skills

  • Sales strategy
  • Performance analysis
  • Revenue generation
  • KPI management
  • Employee training
  • Risk management
  • Coaching and mentoring
  • Data analysis
  • Revenue growth
  • Managing operations and efficiency
  • Performance reviewing
  • Multitasking Abilities
  • Sales techniques
  • Positive attitude
  • Problem-solving abilities

Initiatives

  • Played a key role in process transition and stabilization for outbound motor insurance sales in Jaipur, setting new benchmarks in lead conversions during the ramp-up period
  • customer satisfaction by single-handedly managing PAN India Support Desk during early-stage transitions.
  • Introduced Agent PMS (Performance Monitoring System) in Aegis Airtel to help Customer Service Associates track individual performance, resulting in increased transparency and faster promotions.
  • Developed Weekly/Monthly Report Cards to showcase team and individual KPIs, boosting accountability and enabling targeted coaching.
  • Successfully executed a “Short Call Reduction” project, improving call handling efficiency with a measurable drop in short call rates from 18% to 3%.
  • Implemented structured employee development programs, leading to internal promotions of multiple team members across MIS, Quality, and Training functions.
  • Actively contributed to employee retention by fostering a supportive team environment, proactively resolving conflicts, and recognizing high performers through customized R&R initiatives.
  • Designed and deployed performance review frameworks for Team Leaders and Sales Reps, including MoM tracking and regular client update meetings.
  • Maintained operational continuity and .

Accomplishments

  • Awarded with title "Power House", InsuranceDekho, 2021
  • Delite award, 2020
  • Best TL award, 2016
  • Revenue target overachieved on month on basis in Motor Insurance sales
  • Successfully managed Sales process (B2C) in Jaipur
  • Sparkling Team Lead award, for the lowest shrinkage
  • Certificate of Retention Champion, for lowest Attrition among all the Team Leads
  • Under my supervision 4 of my CSR / Sr CSR promoted as TL through IJP

Career Details

  • ICICI Lombard GIC Ltd., Lucknow, Sr. Manager - Retail Motor Broking, 01/2024 - till Date.
  • InsuranceDekho, Gurgaon, Asst. Manager (Ops/Sales-B2C), 09/01/15 - 09/30/23
  • Cogent E-Services Ltd, Bareilly, Group Team Leader, 05/01/14 - 06/30/15
  • Serco BPO pvt. Ltd., Gurgaon, Team Leader, 03/01/11 - 08/31/13
  • Spanco BPO pvt. Ltd., Gurgaon, Team Leader/ Shift Incharge, 09/01/08 - 03/31/11
  • Aegis BPO pvt. Ltd., CCE/ATL, 09/01/08 - 03/31/11

Service Delivery

Setting Goals, Strategic thinking, Product knowledge, Dedicated, Flexible, Sales Pitch Development, Managed a team of 15 sales representatives to deliver monthly business targets, Achieve best in class productivity in order to maximize the efficacy of the sales process

Hobbies and Interests

  • Chess
  • Cricket
  • Listening to music

Key Deliverables

  • Oversaw end-to-end operations for B2C motor insurance sales, including inbound sales, endorsements, renewals, documentation, and cheque reconciliations.
  • Analyzed daily sales and operational performance to ensure lead conversions, timely renewals, and policy bookings across multiple insurer platforms.
  • Managed insurer interactions to fulfill daily and monthly operational requirements, ensuring smooth coordination and compliance.
  • Mentored and coached team leads through weekly reviews, publishing MoMs, and following up on action items for continuous process improvement.
  • Initiated and led weekly/monthly team and client meetings to address challenges, dependencies, and escalations proactively.
  • Identified training needs and coordinated learning sessions, enhancing team capabilities and reducing error rates.
  • Transitioned outbound motor insurance sales operations to Jaipur and delivered highest short-term sales volumes during setup phase.
  • Independently managed the PAN India support desk during initial phase of process transition, ensuring business continuity.
  • Maintained insurer portal hygiene by resolving document discrepancies and payment pendencies, preventing portal lockouts.
  • Generated consistent new business revenue by implementing aggressive lead follow-up strategies and customer retention practices.
  • Handled customer QRCs and escalations via email desk, ensuring quick resolution and improving customer satisfaction scores.
  • Championed employee retention initiatives and conflict resolution strategies, contributing to low attrition and a positive team environment.

Personal Information

  • Father's Name: Late G.R.Sharma
  • Date of Birth: 06/12/83
  • Marital Status: Married

Languages

Hindi
First Language
English
Upper Intermediate
B2

Timeline

Senior Manager

ICICI Lombard GIC Ltd.
01.2024 - Current

Asst. Manager (Ops/Sales-B2C)

InsuranceDekho
09.2015 - 09.2023

Group Team Leader

Cogent E-Services Ltd
05.2014 - 06.2015

Team Leader

Serco BPO pvt. Ltd.
03.2013 - 05.2014

Team Leader/ Shift Incharge

Spanco BPO pvt. Ltd.
09.2008 - 03.2011

CCE/ATL

Aegis BPO pvt. Ltd.
09.2008 - 03.2011

Bachelors of Arts -

MJP Rohelkhand University
Pankaj Sharma