Deep Upadhyay

To leverage over 12 years of experience in Insurance Operations and Sales, with proven skills in client relationship management, bancassurance, and revenue growth. Currently working in Sales (Banca Channel) and seeking to contribute in achieving business targets, maximizing client satisfaction, and driving consistent sales growth.

Business Development Manager – Bancassurance Channel (Sales) - SBI General Insurance Company Ltd.

(2025-06-23)

• Managing bancassurance sales through partner bank branches.
• Driving insurance product sales by engaging with bank staff and customers.
• Generating leads, explaining product benefits, and ensuring policy issuance.
• Achieved initial sales targets within the first quarter through cross-selling and upselling.

Operations Executive - SBI General Insurance Company Ltd.

(2014-06-30 - 2025-06-22)

• Maintained MIS & new business trackers on daily basis.
• Coordinated with sales teams and HO for smooth policy issuance.
• Resolved customer queries and provided end-to-end branch-level support.
• Supported sales conversion by ensuring accurate documentation and compliance.

Operations & Customer Service - Bharti AXA General Insurance Company Ltd.

(2013-01-09 - 2014-06-28)

• Scrutinized business proposal forms as per underwriting guidelines.
• Assisted sales team with policy documentation and customer servicing.
• Built strong client relations, improving cross-sell opportunities.

BBA - Kumaon University (2011)

Intermediate - UA Board (2008)

High School - UP Board (2006)