UDIT VERMA
PATNA
Summary
Detail-oriented manager with a strong background in sales forecasting and regulatory compliance. Committed to fostering team success and achieving revenue targets through effective leadership and market insights.
Overview
13
13
years of professional experience
Work History
Cluster Manager
BAJAJ LIFE INSURANCE
Bhagalpur
10.2025 - Current
- Managed daily operations of insurance cluster teams.
- Monitored compliance with company policies and regulations.
- Conducted performance reviews and provided feedback to staff.
Cluster Sales Manager
MAX LIFE INSURANCE |
PATNA
12.2022 - 10.2024
- Developed long-term strategic partnerships with key accounts through effective relationship management practices.
- Performed sales consultations and educated clients on products and services.
- Spent a minimum of working hours outside the office to conduct sales calls and create, develop, and maintain referral relationships to generate viable sales leads.
- Developed and significantly grew the assigned territory using strong engagement and marketing skills.
Corporate Sales Manager
HDFC LIFE
PATNA
02.2022 - 12.2022
- Analyzed market trends, evaluated competitors' activities, and developed pricing models.
- Identified new business opportunities through networking events and cold-calling prospects.
- Supported sales team members to drive growth and development.
- Ensured compliance with applicable laws and regulations related to corporate sales activities.
- Connected with potential customers to build new corporate partnerships and solicit sales.
Area Sales Manager
BAJAJ ALLIANZ
Patna
12.2020 - 05.2021
- Analyzed sales statistics to formulate policy and drive KPI benchmarks.
- Cultivated a culture of success and ongoing business and goal achievement
within the team. - Coached, developed and motivated team to achieve revenue goals.
- Created detailed reports on regional sales performance for management
review.
BRANCH MANAGER
ICICI SECURITIES
Mumbai
03.2019 - 10.2020
- Organized professional development programs for employees at all levels of the organization.
- Supported the outside sales force in servicing and obtaining new business.
- Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
- Built a strong rapport with new and existing clients to better serve their financial needs and promote branch loyalty.
- Designed sales and service strategies to improve revenue and retention.
Assistant Production Manager
PIRAMAL FUND MANAGER
Mumbai
12.2016 - 01.2019
- Provided input for performance reviews and identified areas for additional
improvement. - Prevented and resolved customer issues regarding production through
planning. - Applied lean strategies to implement operational enhancements, promote
efficiency and cut costs.
Senior Relationship Manager
ICICI SECURITIES
Mumbai
03.2013 - 01.2016
- Collaborated with team members to design customized products and services that fit the customer's requirements.
- Analyzed customer data to identify areas of risk and potential opportunities for growth.
- Conducted regular meetings with customers to discuss their needs, and provide tailored solutions.
- Implemented strategies for increasing customer retention rates by providing excellent service levels at all times.
- Performed periodic reviews of client portfolios in order to identify areas requiring further attention or improvement.
Education
MBA - Marketing Management
KOHINOOR BUSINESS SCHOOL
LONAVALA12-2013
Skills
- Sales strategy
- Market analysis
- Customer relationship management, lead generation
- Sales forecasting
- Team leadership
- Regulatory compliance
- Networking skills
- Marketing strategy
- Market research, forecasting, and analysis
- Sales cycle management
- Lead identification and generation
- Presentations and public speaking
- Sales strategy development
- Detail-oriented
- Profitability optimization
- Strategic account development
- Strategic planning
- Team oversight
Timeline
Cluster Manager
BAJAJ LIFE INSURANCE
10.2025 - Current
Cluster Sales Manager
MAX LIFE INSURANCE |
12.2022 - 10.2024
Corporate Sales Manager
HDFC LIFE
02.2022 - 12.2022
Area Sales Manager
BAJAJ ALLIANZ
12.2020 - 05.2021
BRANCH MANAGER
ICICI SECURITIES
03.2019 - 10.2020
Assistant Production Manager
PIRAMAL FUND MANAGER
12.2016 - 01.2019
Senior Relationship Manager
ICICI SECURITIES
03.2013 - 01.2016
MBA - Marketing Management
KOHINOOR BUSINESS SCHOOL