SRIJAN SHARMA
BILASPUR
Summary
Experienced "Financial Relationship Manager, and Trainer" with 7 Years of experience in Banking and Insurance Sector. Excellent reputation for resolving problems, improving customer satisfaction, and driving overall operational improvements. Consistently saved costs while increasing profits.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Circle Strategic Initiativ Manager and ACE Trainer
axis max life insurance
Raipur
08.2024 - Current
- Trained junior staff in SP licensing, customer pitching, and service excellence.
- Led circle-level strategic initiatives to boost efficiency and align with business goals.
- Monitored hygiene and governance metrics from RA to Circle level for compliance.
- Collaborated with Sales, Marketing, HR, and Compliance to drive key improvements.
- Responsible for monthly data-driven reports and insights to senior leadership.
Cluster Manager
MAX LIFE INSURANCE LTD.
Bilaspur
08.2022 - Current
- Managing 29 branches in Bilaspur & Korba with a 120-member team.
- Driving YTD insurance target planning and execution.
- Building synergy across teams and managing cluster-level relationships.
- Leading training programs for staff and SPs on products, logins, and processes.
Assistant Branch Manager
IDFC FIRST BANK
Bilaspur
09.2020 - 08.2021
- Managed employee scheduling, aligning individual needs with business priorities.
- Handled full branch liability business, insurance targets, and team product training.
- Awarded IDFC Bank’s "Bharat Ki Shaan" by State Head in presence of CEO Mr. V. Vaidyanathan.
- Promoted to Operations Manager in first year based on exceptional performance.
Select Relationship Manager
INDUSIND BANK
Bilaspur
07.2019 - 08.2020
- Led quality assurance: grievance management, cost control, and customer surveys.
- Consistently ranked Top 3 SRM in Odisha–Chhattisgarh for 4 months.
- Certified by IRDA & NISM; completed Fund Management training.
- Awarded 3 Zonal and 4 Regional honors by Senior VP and State Head.
Priority Relationship Manager
AXIS BANK LTD.
Bilaspur
04.2018 - 07.2019
- Worked with Branch Manager to resolve Cost Specific problems, improve operations and provide exceptional customer service.
- Enhanced Investment productivity by 182% in respect of assigned target.
Client Relationship Partner
YES BANK LTD.
Bilaspur
09.2016 - 03.2018
- Delivered exceptional service to portfolio customers, meeting sales targets consistently.
- Awarded by Zonal Head for quality focus and results.
- Increased Liability book by ₹1 crore in FY 2016-17.
- Won Regional award for Working Capital Loan competition.
Education
MBA - Finance & Marketing
Guru Ghasidas Central University
Bilaspur06.2016
PGDCA - Computer Application
C V Raman University
Bilaspur06.2014
B Tech. Honours - Mechanical Stream
Guru Ghasidas Central University
Bilaspur04.2009
Higher Secondary -
Saraswati Shishu Mandir
Bilaspur04.2009
High School -
Saraswati Shishu Mandir
Bilaspur04.2007
Skills
- Leadership and Teamwork
- Communication Skills
- Customer Relationship Management (CRM)
- Microsoft Office
- Training and Engagement sessions
- Insurance product’s, process and policy
Certification
- IRDA, Bilaspur - August 2021
- NISM, Bilaspur - November 2019
Languages
English, Hindi
Hobbies and Interests
Sports, Cycling, Teaching/Training
Timeline
Circle Strategic Initiativ Manager and ACE Trainer
axis max life insurance
08.2024 - Current
Cluster Manager
MAX LIFE INSURANCE LTD.
08.2022 - Current
Assistant Branch Manager
IDFC FIRST BANK
09.2020 - 08.2021
Select Relationship Manager
INDUSIND BANK
07.2019 - 08.2020
Priority Relationship Manager
AXIS BANK LTD.
04.2018 - 07.2019
Client Relationship Partner
YES BANK LTD.
09.2016 - 03.2018
MBA - Finance & Marketing
Guru Ghasidas Central University
PGDCA - Computer Application
C V Raman University
B Tech. Honours - Mechanical Stream
Guru Ghasidas Central University
Higher Secondary -
Saraswati Shishu Mandir
High School -
Saraswati Shishu Mandir
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