Sparsh Sharma
Sector 22, Noida
Summary
Dedicated and goal-oriented Life Insurance Sales Professional with experience in identifying client needs, educating customers on insurance policies, and providing tailored life insurance solutions. Proven ability to build strong relationships, meet and exceed sales targets, and deliver exceptional customer service
Overview
7
7
years of professional experience
Work History
Bajaj Life Insurance Ltd
Senior Business Sales Manager
07.2025 - Current
- Knowledge of Underwriting Process, Claim Procedure, Surrender Procedure, Portfolio Management, Fund Switching and much more.
- Renewal and Premium Collection.
- Maintain customer data, leads details for follow up
- Analyse customer feedback to identify areas for improvement and implement necessary changes.
SBI Securities
Relationship Officer
03.2020 - 12.2023
- Engaged with clients through various channels, including face-to-face meetings, telephone calls, and digital communication for demat account opening.
- Customer relationship and Portfolio management.
- Deal in Demat & Trading Account, Share Dematerialization, Share Transfer, Mutual funds, SIP, Corporate Bonds, RBI Bonds, 54 EC Bonds etc.
SBI Card
Branch Relationship Executive
10.2018 - 02.2020
- Manage Walk in customers and try to solve their Queries.
- Engaged with customers to better understand needs and deliver solution.
- Deal in Credit card and Credit card related Service like Payments, Reissue, Card upgrade etc
Education
Master of Commerce -
Chaudhary Charan Singh University
MuzaffarnagarBachelor of Commerce -
Chaudhary Charan Singh University
MuzaffarnagarSkills
Insurance Product Knowledge
Timeline
Bajaj Life Insurance Ltd
Senior Business Sales Manager
07.2025 - Current
SBI Securities
Relationship Officer
03.2020 - 12.2023
SBI Card
Branch Relationship Executive
10.2018 - 02.2020
Master of Commerce -
Chaudhary Charan Singh University
Bachelor of Commerce -
Chaudhary Charan Singh University