Deendayal Sharma
Sr.corporate agency manager ||Life Insurance || financial portfolio management ||Sales & Digital marketing || HR Consultant || Operations and Manpower management
- Role
- Senior Corporate Agency Manager at HDFC Life
- Location
- Jaipur, RJ, IN
- LinkedIn followers
- 500 followers
About Deendayal Sharma
With 5 years of extensive experience in service and operations management, combined…
Experience
Senior Corporate Agency Manager
Mar 2025 — Present · Jaipur, IN
Sales Performance and Target Achievement: • Meeting or exceeding monthly, quarterly, and annual sales targets for insurance products. • Managing the sales funnel within the bank channel and ensuring a consistent pipeline of leads. Relationship Management: • Building and maintaining strong relationships with bank channel partners, including branch managers, sales teams, and key decision-makers. • Ensuring proper communication and collaboration between the bank and the insurance company. Training and Development: • Training bank employees (relationship managers, sales teams, etc.) on insurance products and sales techniques. • Ensuring that bank staff are well-equipped to promote insurance products to customers. Product Knowledge and Upselling: • Promoting the full suite of insurance products and ensuring that cross-selling and upselling strategies are in place. • Keeping updated on new insurance products, market trends, and competitor offerings. Compliance and Documentation: • Ensuring compliance with regulatory requirements for insurance sales through the bank channel. • Overseeing the proper documentation and policy issuance processes. Customer Relationship and Retention: • Managing high-value corporate clients and ensuring excellent service and retention. • Addressing customer queries and issues effectively to enhance satisfaction. Reporting and Analysis: • Regular reporting on sales figures, performance metrics, and trends. • Analyzing market data and making strategic recommendations to improve performance.
Education
Suresh Gyan Vihar University
Master of Business Administration - MBA, Operation and production management
Rajasthan Technical University
b.tech, Electrical Engineering
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