Summary
Work History
Education
Skills
Timeline
CustomerServiceRepresentative
Suresh Sharma

Suresh Sharma

Jaipur

Summary

Experienced insurance professional with a customer-centric approach and solid background in customer service and sales. Demonstrated success in consistently surpassing sales targets, showcasing a strong aptitude for building rapport with clients and identifying cross-selling opportunities. Adept at fostering lasting relationships and delivering exceptional service to ensure client satisfaction.

Work History

Senior Business Development Manager

Shriram Life Insurance Company
09.2024 - Current


  • Sold insurance policies to new and existing clients and consistently meeting or achieve sales target.
  • Collaborated with internal stakeholders to identify opportunities and develop targeted sales strategies and built and maintained relationship with stakeholders to drive business growth and retention.
  • Maintained accurate records of client interactions,sales performance ,and policy details.
  • Provided personalized solutions to clients,ensuring a high level of customer satisfation

Associate Manager

HDFC Life Insurance Company
02 2019 - 08 2023
  • Regional SPOC Of Persistancy - Drive Complete Calling On Time And Ensuring Collection On 13th Month And 61st Month
  • Work With The Sales Team And Business Partners To Help Them Learn About Changes To New Process and Guidelines
  • Branch Customer Sales Service And Operation Activities Like Scrutiny And Underwriting
  • Ensuring Accurancy In Processing
  • Achieving Individual Productivity & Performance Levels
  • Ensuring Nill Pending Cases In Conversion And Servicing
  • Adhereance To Quality Standards And Norms Contribution In Team Activities.
  • Trained and mentored new hires, supporting onboarding process to promote mastery of job-specific skills.
  • Recruited top-performing candidates to build staff retention and team performance.
  • Tracked KPIs to drive profitability and target delivery.

Relationship Manager

Max Life Insurance Company
08 2023 - 08.2023
  • Managed long-term customer relationships to increase revenue.
  • Identified and developed new business opportunities, expanding existing client bases.
  • Sourced new business through strategic networking to maximise investment opportunities.
  • Updated clients on new financial products for improved investment possibilities.
  • Assessed client asset portfolios to maximise return on investment.

Education

Bachelor Of Commerce -

Rajasthan University
04/2014 - 03.2017

Skills

Excellent communication and sales skills

Timeline

Senior Business Development Manager

Shriram Life Insurance Company
09.2024 - Current

Associate Manager

HDFC Life Insurance Company
02 2019 - 08 2023

Relationship Manager

Max Life Insurance Company
08 2023 - 08.2023

Bachelor Of Commerce -

Rajasthan University
04/2014 - 03.2017

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Suresh Sharma