Tanya Sharma
New Delhi
Summary
Bancassurance professional with experience in driving insurance sales through bank partnerships and achieving business targets. Skilled in negotiation and closing high-value cases, consistently achieving sales goals and fostering strong partnerships.
Overview
6
6
years of professional experience
2
2
Certifications
Work History
Sales Manager
Indusind General Insurance Company Limited
10.2025 - Current
Responsibilities
- Drive insurance sales through assigned bank branches.
- Build and maintain strong relationships with bank branch managers and staff
- Conduct regular training and product awareness sessions for bank staff
- Ensure achievement of monthly, quarterly, and annual sales targets
- Support joint customer meetings and assist in closing high-value cases
- Handle escalations related to sales, service, and customer complaints
Unit Sales Manager
Zurich Kotak General Insurance Company India Limited
10.2022 - 10.2025
- Manage and drive insurance sales through assigned bank branches
- Conduct regular joint sales calls with bank staff to generate leads and close business
- Train bank employees on insurance products, sales processes, and compliance
- Drive cross-sell and upsell opportunities within the bank customer base
- Handle customer escalations related to sales and post-sales issues
- Implement sales campaigns, contests, and promotional initiatives
Sales Associate
Generali Central Insurance Company Limited
New Delhi
03.2022 - 09.2022
- Generate insurance leads through direct marketing channels (telecalling, field sales, digital leads, referrals)
- Pitch and sell insurance products to individual customers as per their needs
- Explain product features, benefits, exclusions, and pricing clearly to customers
- Conduct customer meetings (in-person or virtual) and follow up on prospects
- Achieve assigned sales targets on a daily, weekly, and monthly basis
- Support customers during policy issuance and post-sales coordination
Relationship Manager
Indus Policy and Financial Advisors
02.2020 - 02.2022
- Recruit, onboard, and manage insurance agents as per business targets
- Build and maintain strong, long-term relationships with active agents
- Drive premium growth through agent activation, productivity, and retention
- Support agents in lead generation, sales planning, and closing cases
- Ensure proper documentation, KYC, and adherence to regulatory requirements
- Handle agent queries, grievances, and operational escalations
- Track business MIS and submit reports to management
Education
MBA - Finance
Shyam Lal College ( IGNOU)
New Delhi06-2025
Bachelor of Arts - Economics
Rajdhani College ( DU)
New Delhi12-2020
Senior Secondary - Economics
Govt SKV ( CBSE)
03-2017
Matriculation - Science
Govt SKV (CBSE)
03-2015
Skills
- Bank partner relationship management
- Target planning and achievement
- Cross-sell through bank channels
- Negotiation and closing skills
- Presentation and product training skills
Certification
NCC B Certificate
Affiliations
Volunteer- Delhi Youth Network
Timeline
Sales Manager
Indusind General Insurance Company Limited
10.2025 - Current
Unit Sales Manager
Zurich Kotak General Insurance Company India Limited
10.2022 - 10.2025
Sales Associate
Generali Central Insurance Company Limited
03.2022 - 09.2022
Relationship Manager
Indus Policy and Financial Advisors
02.2020 - 02.2022
MBA - Finance
Shyam Lal College ( IGNOU)
Bachelor of Arts - Economics
Rajdhani College ( DU)
Senior Secondary - Economics
Govt SKV ( CBSE)
Matriculation - Science
Govt SKV (CBSE)