Sarthak Kumar
Delhi
Summary
Results-oriented sales and relationship management professional with extensive experience across life insurance, financial services and team leadership. Skilled in client acquisition, relationship building, sales execution and business growth. Recognized for strong communication, multitasking and organizational abilities, with a proven career progression through multiple promotions.
Overview
2
2
Languages
11
11
years of professional experience
Work History
PREMIUM WEALTH MANAGER
Shriram Life Insurance
07.2025 - Current
- Promoted from Wealth Manager to Premium Wealth Manager for exceptional performance, achieving business targets consistently and cultivating effective client relationships.
- Built and managed customer relationships, driving premium business growth and delivering tailored insurance solutions that met customer needs.
- Joined as Wealth Manager, advancing to Premium Wealth Manager through demonstrated performance and significant contributions.
RELATIONSHIP MANAGER
Axis Max Life Insurance Co. Ltd.
07.2021 - 07.2025
- Managed customer relationships and insurance business in the CAT Direct Channel.
- Cultivated customer relationships and managed insurance business in CAT Direct Channel, ensuring client satisfaction and retention.
- Resolved customer complaints efficiently and effectively, enhancing overall customer experience and loyalty.
- Achieved two career promotions, progressing from DM to RM and from RM to SRM, reflecting consistent performance and contribution.
SENIOR RELATIONSHIP MANAGER
Future Generali India Life Insurance
12.2020 - 08.2021
- Managed customer relationships and supported life insurance sales, utilising product knowledge and communication skills to meet business objectives.
- Applied feedback from management to improve team effectiveness.
- Cultivated strong and positive relationships with prospective clients through exceptional interpersonal and rapport building skills.
- Managed complex client queries and issues, providing expert advice and solutions to maintain high satisfaction levels.
SALES OFFICER
Bajaj Finserv Pvt. Ltd.
09.2018 - 08.2020
- Executed sales initiatives and engaged customers in IDB Channel, providing financial product support.
- Executed sales initiatives and engaged customers in IDB Channel, providing financial product support.
- Managed customer relationships through consultative sales techniques to attain individual sales goals.
- Achieved company targets by implementing successful sales strategies.
- Resolved customer issues and complaints with quick-thinking problem-solving.
TEAM LEADER
Sheza Electroworld Pvt. Ltd.
04.2015 - 09.2018
- Led and coordinated team activities while organizing tasks, assigning responsibilities and supporting day-to-day business operations.
- Coordinated team activities by organizing tasks and assigning responsibilities to support effective business operations.
- Earned one promotion from Wealth Manager to Premium Wealth Manager.
- Achieved recognition in three international contests: Thailand, Vietnam and Colombo, showcasing competitive performance.
Education
B.Com (H) -
Bhim Rao Ambedkar University
Muzaffarpur, BR01-2018
12th Pass - COMMERCE
CBSE
Delhi, DL10th Pass -
CBSE
Skills
- Insurance Sector Expertise
- Sales & Relationship Management
- Business Development
- Portfolio management
- Financial Planning
- MS Excel & Data Management
- Task organisation
- Team Leadership
- Client relations
- Communication & Interpersonal Skills
Languages
Hindi - Excellent
English - Excellent
Accomplishments
International Contest Achievements – Shriram Life Insurance
- Successfully achieved 3 International Contests, earning international travel recognition to Thailand, Vietnam, and Sri Lanka through consistent sales performance and achievement of business targets.
GEM Award – Shriram Life Insurance
- Received the GEM Award from the HR team at Shriram Life Insurance in recognition of outstanding performance, dedication, and contribution to business growth.
Custom
- Built substantial experience in relationship management, sales and the life insurance sector.
- Earned two promotions at Axis Max Life Insurance, progressing from DM to RM and RM to SRM.
- Developed expertise in customer handling, communication, task management and data recording using MS Excel.
Timeline
PREMIUM WEALTH MANAGER
Shriram Life Insurance
07.2025 - Current
RELATIONSHIP MANAGER
Axis Max Life Insurance Co. Ltd.
07.2021 - 07.2025
SENIOR RELATIONSHIP MANAGER
Future Generali India Life Insurance
12.2020 - 08.2021
SALES OFFICER
Bajaj Finserv Pvt. Ltd.
09.2018 - 08.2020
TEAM LEADER
Sheza Electroworld Pvt. Ltd.
04.2015 - 09.2018
B.Com (H) -
Bhim Rao Ambedkar University
12th Pass - COMMERCE
CBSE
10th Pass -
CBSE