Pushpadeep Shetty

Insurance and InsurTech sales leader with 9+ years of experience across Life and Health Insurance, Bancassurance, direct sales, and cluster operations. Proven record of leading multi-branch teams, driving partner and channel management, and scaling digital insurance platforms including CRM-based tracking and proposal systems. Recognized top performer with a track record of training teams on products, compliance, and system adoption.

Seeking to bring cluster leadership and digital-sales expertise to a role in Insurance IT, InsurTech, or HealthTech.

Cluster Sales Manager - PNB MetLife India Insurance Co. Ltd. - Karnataka Bank Channel

(2023-07)

• Lead multi-branch cluster operations across the Karnataka Bank channel, overseeing partner relationships and branch-level sales performance.
• Drive adoption of digital proposal systems and CRM-based tracking to improve sales visibility and turnaround time.
• Train and coach branch teams on products, compliance requirements, and platform usage.

Cluster Sales Manager - Care Health Insurance Ltd. - Union Bank Channel

(2021-10 - 2022-06)

• Managed cluster operations and partner engagement across the Union Bank channel.
• Directed digital proposal and CRM adoption initiatives, and delivered product and compliance training to branch teams.
• Recognized as FGMO Top Performer (Feb 2022) for sustained sales delivery.

Sales Manager - Bajaj Finance Ltd.

(2018-07 - 2019-03)

• Managed a direct insurance sales team, accountable for performance delivery against targets.
• Conducted ongoing training and coaching for the sales team, alongside MIS reporting to track results.

Associate Manager - Max Life Insurance - Axis Bank Channel

(2015-07 - 2018-07)

• Drove life insurance sales through the Axis Bank CRM and digital platforms.
• Achieved Cluster and Circle Topper recognition, including the highest-ticket policy closure in the circle.

M.Com - Karnataka State Open University (KSOU) (2014)

BBM - Mangalore University (2011)