Abhay Sharma
Nagpur
Summary
Results-driven professional with 17+ years of experience in sales, marketing, business development, and product management in the finance industry. Proven track record of achieving consistent yearly growth, expanding customer bases, and developing new markets. Skilled in strategic planning, team management, customer relationship management, and regulatory compliance.
Overview
19
19
years of professional experience
2009
2009
years of post-secondary education
3
3
Languages
Work History
Senior Sales Manager
Providence Investment corporation Pvt Ltd
06.2024 - 11.2024
- Acquiring and Supporting New Business Partners for Insurance Sales
We are seeking to onboard new business partners for insurance sales and provide them with comprehensive support to ensure their success.
Key Objectives:
1. Identify and acquire new business partners.
2. Educate and train partners to clear exams and become proficient in insurance sales.
3. Provide ongoing support and motivation to partners to acquire new business.
4. Ensure partners are updated on new product launches and market trends.
5. Maintain a profitable centre by keeping partners informed about payouts.
Key Responsibilities:
1. Mentor and train new partners in insurance sales and advanced selling techniques.
2. Provide guidance on generating competitive quotes and closing deals.
3. Keep partners updated on new product launches and market trends.
4. Ensure partners are aware of payouts and profit-sharing structures.
5. Foster a collaborative and supportive environment to drive partner success.
Desired Outcomes:
1. Successful onboarding and training of new business partners.
2. Consistent growth in insurance sales and revenue.
3. High partner satisfaction and retention rates.
4. Establishment of a profitable and sustainable business centre.
Chief Business Manager
Turtle-Mint Insurance Broking Pvt Ltd
06.2023 - 05.2024
- Need acquire new business partners for Insurance sales
- Need to educate them help them in training & clearing exams
- To identify prospective partners & not letting go a single partner irrespective of their premium volume
- Valuing all the partners & motivating them to acquire new business
- To help them generating quote competitive & best in market for deal closure
- To keep partners updated about new launch of products in Insurance segments
- To keep profit centre maintained by updating partners about payouts
Senior Sales Manager
Renewbuy- D2C Insurance Broking Pvt Ltd
08.2022 - 06.2023
- Need acquire new business partners for Insurance sales
- Need to educate them help them in training & clearing exams
- To identify prospective partners & not letting go a single partner irrespective of their premium volume
- Valuing all the partners & motivating them to acquire new business
- To help them generating quote competitive & best in market for deal closure
- To keep partners updated about new launch of products in Insurance segments
- To keep profit centre maintained by updating partners about payouts
Relationship Manager
Nirmal Bang Securities Pvt Ltd
12.2018 - 07.2022
- Had rejoined company as Branch Dealer where basic role was to support offline clients for trade execution & generation of volume at branch
- Was promoted to Relationship manager where I was assigned to acquire new clients & had generate revenue either though brokerage or through cross selling of Mutual Fund
Partner
Alliance Financial Solutions
10.2014 - Current
- Company Overview: Here at Alliance Financial Solutions Nagpur we deal in Insurance/Loans (General & Life) as a Broker -Agent with all leading Insurance Companies & also are DSA (Direct Sales Associate) with all leading Banks, NBFC & Co-operative Societies
- Here at Alliance Financial Solutions Nagpur we deal in Insurance/Loans (General & Life) as a Broker -Agent with all leading Insurance Companies & also are DSA (Direct Sales Associate) with all leading Banks, NBFC & Co-operative Societies
Business Development Manager
Nirmal Bang Securities Pvt Ltd
05.2010 - 08.2014
- Played a major role in the set up of new branches
- Had been assigned with role for setting up Franchises in region which included identification of prospect, proposing them with terms & condition of company getting agreements done and setting them up into autopilot mode
- Had to keep track to compliances & implementation of all laid down rules till franchise level
- Planning, Organizing and executing various activities for increasing the volume of business
- Handling HNI clients with ticket size of 5 Lakhs & above
- Taking care of Generating leads of the prospective customers, fixing appointments with them and convincing them for company's product
Sales Manager
India Infoline Ltd.
02.2007 - 05.2010
- Company Overview: An organisation working in the areas of Financial Services in India since 1995
- It deals in, Equities, Derivatives, Online Trading, Commodities, Margin Funding, PMS, Wealth Management, IPO's, Mutual Funds and Insurance
- Handling a team of 7 Relationship Managers for effectively managing the HNI client base
- Guiding the teams for achieving the targets as allocated
- Guided the branch to contribute more than 25% in terms of revenue and new client acquisition in branch
- Adopting new strategies for increasing satisfaction level of the customer
- An organisation working in the areas of Financial Services in India since 1995
- It deals in, Equities, Derivatives, Online Trading, Commodities, Margin Funding, PMS, Wealth Management, IPO's, Mutual Funds and Insurance
Relationship Manager
India Infoline Ltd.
08.2007 - 01.2009
- Supervising the opening of new DEMAT & Trading accounts, and client activation
- Overseeing back office activities encompassing net entries (CMS), technical aspects (V-SAT, ODIN, Wire) and customer care services (normal & HNI clients)
- Liaising with prospective clients to generate leads for other products like mutual funds, IPO and insurance products
- Subsequently converted them to sales
- As Relationship Manager, generated revenue more than 5 times of the CTC earned
- Contributed to a significant increase in volume of business
- Added new clients to the customer base
Asst Relationship Manager
India Infoline Ltd.
02.2007 - 08.2007
- Sales for opening of new DEMATS & trading accounts and ensuring client activation
- Generating leads for other products offered by the company (mutual fund, IPO and insurance)
Branch Dealer/ Sales Executive
Raga Shares & Securities Pvt Ltd
05.2006 - 01.2007
- As Branch Dealer basic role was to support offline clients for trade execution & generation of volume at branch
Branch Dealer
Kotak Securities Ltd
01.2006 - 05.2006
- As Branch Dealer basic role was to support offline clients for trade execution & generation of volume at branch
Education
BBA -
Nagpur University
HSC - undefined
Nagpur Broad
SSC -
CBSE Board
Nagpur 04.2001 - 01.2001
Skills
Strategic planning
Innovation mindset
Operations management
Marketing
Marketing knowledge
Client relationship management
Sales strategy development
Business development
Competitive analysis
Teamwork and collaboration
Problem-solving
Business growth and retention
Brand-building strategies
Mailingaddress
House No -17 Prabha City, Near Blossom School, Bharatwada Road, Pawangao, Maharashtra, 440035
Personal Information
- Date of Birth: 06/01/85
- Marital Status: Married
Locationpreference
Nagpur, Maharashtra
Timeline
Senior Sales Manager
Providence Investment corporation Pvt Ltd
06.2024 - 11.2024
Chief Business Manager
Turtle-Mint Insurance Broking Pvt Ltd
06.2023 - 05.2024
Senior Sales Manager
Renewbuy- D2C Insurance Broking Pvt Ltd
08.2022 - 06.2023
Relationship Manager
Nirmal Bang Securities Pvt Ltd
12.2018 - 07.2022
Partner
Alliance Financial Solutions
10.2014 - Current
Business Development Manager
Nirmal Bang Securities Pvt Ltd
05.2010 - 08.2014
Relationship Manager
India Infoline Ltd.
08.2007 - 01.2009
Sales Manager
India Infoline Ltd.
02.2007 - 05.2010
Asst Relationship Manager
India Infoline Ltd.
02.2007 - 08.2007
Branch Dealer/ Sales Executive
Raga Shares & Securities Pvt Ltd
05.2006 - 01.2007
Branch Dealer
Kotak Securities Ltd
01.2006 - 05.2006
SSC -
CBSE Board
04.2001 - 01.2001
HSC - undefined
Nagpur Broad
BBA -
Nagpur University
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