SOHAM SHARMA

Financial Planning and Goal Setting

• Develop personalized financial plans based on a client’s income, expenses, goals (e.g. retirement, education, estate planning), and risk tolerance.

Investment Management

• Create and manage investment portfolios tailored to each client's objectives, using stocks, bonds, mutual funds, and other assets.

Client Relationship Management

• Build and maintain long-term relationships, regularly updating clients on portfolio performance and adjusting strategies as needed.

Took a planned break to focus on mental and physical well-being. Spent time traveling across India, reconnecting with family and friends, and reflecting on personal and professional goals. This period allowed for renewed clarity, resilience, and a deeper understanding of my long-term direction

• Developed and maintained General Insurance (GI) and Health Insurance portfolios across HDFC Bank branches, ensuring consistent growth and client satisfaction.
• Managed relationships with both internal stakeholders and external clients to drive business and ensure smooth coordination.
• Achieved targets for both new policy acquisition and renewals through strategic planning and execution.
• Monitored key performance metrics including MIS, lead trackers, and business loss reports to identify gaps and opportunities.
• Analyzed competitor performance and aligned strategies to stay ahead in the market.
• Drove sales of both corporate and retail GI and Health Insurance products.
• Conducted training sessions for channel partner staff on new and existing insurance products to enhance product knowledge and sales efficiency.
• Successfully handled 2 clusters, covering a total of 17 HDFC Bank branches.

• Developed and managed General Insurance (GI) and Health Insurance portfolios for High Net-Worth Individuals (HNI), offering tailored solutions to meet their financial needs.
• Guided channel partners on effective lead generation strategies to drive insurance business growth.
• Maintained detailed and organized records of daily client meetings, ensuring seamless tracking and follow-ups.
• Conducted branch-level training sessions to enhance product knowledge and execution capabilities among frontline teams.
• Oversaw operations and insurance sales activities for two retail branches and one Non-Resident (NR) branch, ensuring alignment with business objectives and compliance standards.

• Developed and maintained strong working relationships with IndusInd Bank to grow the General Insurance (GI) business portfolio.
• Built and nurtured relationships with both internal stakeholders and external customers to drive engagement and business results.
• Conducted regular reviews of sales performance and service-related data to ensure consistent growth, identify gaps, and improve service delivery.

• Established and managed a small business providing customized printing solutions and office/stationery supplies to local clients and small businesses.
• Oversaw day-to-day operations including order management, vendor coordination, inventory control, and customer service.
• Built and maintained client relationships, resulting in strong repeat business and positive referrals.
• Handled budgeting, pricing, and marketing activities, including social media promotions and local advertising.
• Managed bulk printing orders for events, schools, and corporate clients, ensuring quality and timely delivery.

• Worked closely with Relationship Managers (RMs) and Priority Bankers (PBs) to drive sales of insurance products and support overall portfolio growth.
• Assisted bank staff in achieving sales targets by providing product knowledge, joint customer calls, and strategic support.
• Conducted regular training sessions on new and existing insurance products to enhance sales effectiveness and customer service.
• Built and maintained strong relationships with bank teams to ensure seamless collaboration and sustained business performance.