VINOD SHARMA
JHANSI
Summary
Experienced and accomplished professional with over 10 years of expertise in personal financial planning, client relationship management, team creation and management, as well as team training and operational responsibilities. Skilled in delivering top-notch client service and fostering strong relationships with both clients and team members. Possesses excellent communication, analytical, and negotiation skills to effectively navigate complex financial situations.
Overview
10
10
years of professional experience
Work History
AGENCY DEVELOPMENT MANAGER
IFFCOTOKIO GENERAL INSURANCE COMPANY LTD
2020.01 - Current
- Responsible for prospecting, managing, recruiting new agents and achieving sales targets
- Training, motivating and developing the team members
- Presenting products to them and also managing all business operations for them
- Planning and formulating sales strategies with team members for different products.
RELATIONSHIP MANAGER
YES BANK LTD
2019.07 - 2019.12
- Analyzing financial products and recommending appropriate products to clients for their financial goal
- Managed all product inquiries for clients and provided direct and indirect solutions
- Designed strategies to retain present businesses and for acquiring prospective clients.
PRODUCT ANALYST AND TRAINER
DJT INSURANCE BROKERS PVT LTD
2018.01 - 2019.06
- Analyze insurance products both life and general insurance
- Product comparison
- Product training of sales team
- Team selection
- Devising product sales strategies with Sales team
- Product placement strategies and product sales scripts.
SENIOR ASSOCIATE (FINANCIAL PLANNING & WEALTH MANAGEMENT SERVICES)
ELITE WEALTH ADVISORS LTD
2016.06 - 2017.12
- To provide product training to new and existing employees in company and support sales team to close their leads
- Required to work with new employees during their initial time to guide them and monitor their performance through CRM software
- Mutual fund research, product comparison and also finding products from various sources that meet the clientʼs needs
- Required to create comprehensive financial plan and explain clientʼs financial plan to them and create a comprehensive investment portfolio with appropriate investment products that meet the clientʼs needs
- Reviewing financial plan and investment portfolio on quarterly basis and produce financial report that forecasts improvement in clientʼs financial goals achievement.
FINANCIAL PLANNER (TEAM LEADER)
HFI WEALTH CREATORS PVT LTD
2014.05 - 2016.05
- Financial Plan Creation
- Client Portfolio Management
- Customer Relationship Management
- Team Management.
Education
CFPCM - undefined
FPSB INDIA
DELHI12.2014
B. COM - undefined
OSMANIA UNIVERSITY
HYDERABAD07.2012
Class XII - undefined
D.A.V SR. SEC. PUBLIC SCHOOL
SINGRAULI03.2009
Class X -
D.A.V SR. SEC. PUBLIC SCHOOL
SINGRAULI03.2007
Skills
- Team motivation
- Coaching and Mentoring
- Business Development
- Marketing
Personal Information
- Place of Birth: SINGRAULI
- Date of Birth: 06/17/91
- Gender: Male
- Marital Status: MARRIED
Timeline
AGENCY DEVELOPMENT MANAGER
IFFCOTOKIO GENERAL INSURANCE COMPANY LTD
2020.01 - Current
RELATIONSHIP MANAGER
YES BANK LTD
2019.07 - 2019.12
PRODUCT ANALYST AND TRAINER
DJT INSURANCE BROKERS PVT LTD
2018.01 - 2019.06
SENIOR ASSOCIATE (FINANCIAL PLANNING & WEALTH MANAGEMENT SERVICES)
ELITE WEALTH ADVISORS LTD
2016.06 - 2017.12
FINANCIAL PLANNER (TEAM LEADER)
HFI WEALTH CREATORS PVT LTD
2014.05 - 2016.05
CFPCM - undefined
FPSB INDIA
B. COM - undefined
OSMANIA UNIVERSITY
Class XII - undefined
D.A.V SR. SEC. PUBLIC SCHOOL
Class X -
D.A.V SR. SEC. PUBLIC SCHOOL
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