Cricket
Shobhit Sharma
Mutual Funds and Insurance Sales
Meerut
Summary
Experienced turnaround specialist and change manager with a proven track record of driving success and delivering significant profits within organizations. Skilled in spearheading sales, marketing, and business development, driving network expansion efforts, and ensuring compliance. Successfully executed strategic plans that led to increased turnover and profitability. Recognized for augmenting growth, generating new business, and executing business plans by leveraging a comprehensive understanding of industry dynamics. Known for a team-based management style and the ability to drive visions into reality while motivating peak performances. Highly successful in meeting KPI targets, with a focus on quality deliverables. Customer-centric approach with a keen ability to address client priorities and resolve escalations within prescribed timeframes. A leader and organizational change agent focused on improving business processes to increase reliability, simplicity, and enable scalable growth. Effective communicator with strong relationship management skills, capable of relating to people at any level of business across the globe. Possesses excellent analytical and negotiation skills. Experienced in financial planning and investment strategies, utilizing risk assessment to optimize client portfolios. Proven track record of building strong client relationships and delivering personalized financial advice.
Overview
20
20
years of professional experience
1
1
Certification
3
3
Languages
Work History
Corporate Wealth Manager
Om Sanchay Insurance Agency
01.2018 - Current
- Delivered exceptional client service through prompt communication, proactive problem-solving, and a commitment to always putting the client''s interests first.
- Liaising with key corporate accounts & managing their investment portfolios using mutual fund tool
- Increased client satisfaction by providing personalized wealth management solutions and tailored financial strategies.
- Interviewing clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan
- Provided ongoing portfolio monitoring services to ensure alignment of investments with changing market conditions or changes in client''s circumstances.
- Providing consultancy regarding cash management, insurance coverage, investment planning, & other areas to help them achieve their financial goals
- Analyzing financial information obtained from clients to determine strategies for meeting clients' financial objectives
- Managed a diverse portfolio of high-net-worth clients, ensuring optimal asset allocation and risk management.
- Contacting clients periodically to determine any changes in their financial status
- Preparing & interpreting clients information such as investment performance reports, financial document summaries, or income projections
- Designed custom-tailored portfolios based on individual client needs, risk tolerance levels, time horizons, financial objectives.
- Investigating available investment opportunities to determine compatibility with client financial plans
- Mentored junior team members to develop their skills in investment analysis, client relationship management, and sales techniques.
- Cultivated strong relationships with clients through regular communication and in-person meetings to review progress toward financial goals.
- Collaborated with tax professionals and attorneys to optimize clients'' wealth preservation strategies.
Key Account Manager
Idea Cellular Ltd.
06.2015 - 01.2018
- Managed a team of 12 Direct Sales Executives & 3 channel partners for the post-paid corporate & retail sales
- Conducted training & development sessions for FOS teams & aligning them with the company's objectives and targets
- Controlled the churn & optimized the after-sales service which augmented the revenue
- Directed marketing operations, thereby achieving increased sales growth/ maximized profitability
- Devised business strategies to ensure company sales targets and profitability are achieved or exceeded, including rigorous prospecting activities to further ensure customer satisfaction and engagement
- Built & developed excellent customer relationships by maintaining communication channels to ensure customer satisfaction and engagement
- Conducted regular account reviews with clients to assess performance, identify areas for improvement, and strategize future growth opportunities.
- Setup long-range objectives and specified the strategies & actions to achieve them
- Analyzed market trends, identifying opportunities for expanding product offerings within key accounts.
- Formulated strategies and reached out to the unexplored market segments for business expansion; explored new business opportunities in various segments
- Developed relations with key decision makers in target organizations for business development
- Analyzed sales and customer data to identify trends and opportunities for increased profitability.
- Developed customized proposals for potential clients, demonstrating the value of the company''s products and services.
- Built and maintained strong client relationships to drive business growth.
Zonal Manager
Oxford Juniors Pre-School
12.2014 - 06.2015
- Identified franchisee at different locations across Punjab for Pre-Schools
- Developed the schools as per requirements; strategized the marketing activities for the zone
- Monitored all student acquisition activities for the zone
- Established a customer-centric culture within the zone, leading to improved customer satisfaction ratings and repeat business.
- Managed a high-performing team of sales professionals, providing coaching and performance feedback for continuous improvement.
- Enhanced communication between departments by initiating regular meetings to discuss ongoing projects, upcoming deadlines, goals achievements, and challenges faced.
- Coordinated with human resources to recruit top talent, ensuring that the zone''s workforce remains competitive and well-equipped for business challenges.
- Implemented cost-saving initiatives within the zone, reducing overhead expenses and increasing profitability.
- Negotiated favorable contracts with suppliers, ensuring competitive pricing and efficient delivery schedules for the zone.
Zonal Manager- Development
Dream Tel Pvt. Ltd.
02.2013 - 12.2014
- Developed channel partners; managed the collection operations; conducted training & development sessions; strategizing the process
Assistant Professor
J.P. Institute of Engineering & Technology
06.2009 - 06.2010
- Evaluated student progress through regular assessments, providing detailed feedback for improvement and growth.
Senior Agency Manager
ICICI Prudential Life Insurance Co. Ltd.
06.2006 - 05.2009
- Repositioned agency products in response to emerging risks or regulatory changes to ensure ongoing compliance with industry guidelines.
- Developed and executed successful marketing campaigns, driving significant growth in new business opportunities.
- Led a team of agents to achieve top performance in the region through regular coaching, training sessions, and performance evaluations.
- Analyzed market trends and competitive landscape to inform strategic planning and drive business growth initiatives.
- Provided expert advice on risk mitigation strategies based on thorough analysis of clients'' unique circumstances.
- Championed diversity and inclusion within the workplace by promoting cultural awareness programs and encouraging open dialogue among colleagues.
- Served as a trusted advisor to clients on matters related to policy coverage, claims handling, and industry regulations.
- Managed complex claims and disputes with unwavering professionalism, ensuring all parties received fair resolutions aligned with company policies.
Insurance Care Consultant
Bajaj Allianz Life Insurance Co. Ltd.
09.2005 - 05.2006
- Streamlined client onboarding processes by implementing efficient data collection methods and reducing paperwork.
- Oversaw account management activities including billing inquiries, policy adjustments, and renewals to maintain high levels of client satisfaction.
- Delivered tailored insurance presentations to diverse audiences, demonstrating the benefits of specific policies and coverage options.
- Conducted thorough policy reviews for existing clients, identifying gaps in coverage and recommending appropriate solutions.
- Coordinated with legal counsel to address complex policy issues or disputes, providing expert guidance in the resolution process.
- Provided exceptional customer service during the claims process by guiding clients through each step and advocating on their behalf when needed.
- Collaborated with underwriters to negotiate favorable terms for clients, ensuring optimal insurance plan offerings.
Education
MBA - Marketing & Sales Management
NIMS University
Jaipur, India 04.2001 - 2014.01
Master of Technology - Control and Instrumentation Engineering
Dr. B.R. Ambedkar National Institute of Technology
Jalandhar, India 04.2001 - 2012.01
Bachelor of Technology - Electronics and Communication Engineering
Radha Govind Engineering College
Meerut, India07-2005
Skills
Market Analysis and Sales Optimization
Certification
Founder Member, International Health Convention, Malaysia, Awarded by CEO Mrs. Shikha Sharma
Personal Information
Date of Birth: 07/16/84
Accomplishments
- Achieved Month on month Targets by completing the customer acquisition and retention with accuracy and efficiency.
- Supervised team of 25 staff members.
Interests
Gym
Running
Swimming
Driving on hilly areas
Listening Motivational Podcasts
Timeline
Corporate Wealth Manager
Om Sanchay Insurance Agency
01.2018 - Current
Key Account Manager
Idea Cellular Ltd.
06.2015 - 01.2018
Zonal Manager
Oxford Juniors Pre-School
12.2014 - 06.2015
Zonal Manager- Development
Dream Tel Pvt. Ltd.
02.2013 - 12.2014
Assistant Professor
J.P. Institute of Engineering & Technology
06.2009 - 06.2010
Founder Member, International Health Convention, Malaysia, Awarded by CEO Mrs. Shikha Sharma
07-2008
Senior Agency Manager
ICICI Prudential Life Insurance Co. Ltd.
06.2006 - 05.2009
Insurance Care Consultant
Bajaj Allianz Life Insurance Co. Ltd.
09.2005 - 05.2006
MBA - Marketing & Sales Management
NIMS University
04.2001 - 2014.01
Master of Technology - Control and Instrumentation Engineering
Dr. B.R. Ambedkar National Institute of Technology
04.2001 - 2012.01
Bachelor of Technology - Electronics and Communication Engineering
Radha Govind Engineering College
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