Sneha Sharma

I am an accomplished professional with a robust background in the financial and insurance sectors, excelling in relationship management, sales, and leadership roles. In my current position as Relationship Manager for Banca Insurance at SUD Life, I have fostered strong collaborations with partner banks, addressed financial needs of key customers, and executed successful sales promotions. As an Assistant Manager at Axis Bank, I played a crucial role in promoting and selling a variety of banking products, acquiring new customers, and ensuring KYC compliance.

Additionally, my tenure as a Development Manager at Edelweiss Tokio Life showcased my leadership and team management skills in driving insurance product development aligned with company goals. My commitment to customer relationships and revenue generation is further demonstrated by my roles at IDBI Bank and Axis Bank in Jabalpur. My foundational experience at Data Soft Services, working for the High Court, honed my organizational skills and provided valuable insights into legal proceedings.

Overall, I bring a unique blend of skills and experiences that contribute to my effectiveness in dynamic and growth-oriented professional environments.

CPC Manager (Credit Life, Group Insurance) - SUD Life Insurance company - Surat, Gujarat

(2024-08 - 2025-01)

Established in 2009, Star Union Dai-ichi Life Insurance (SUD Life) is a joint venture of Bank of India, Union Bank of India, and Japan's Dai-ichi Life Holdings. With over 15,000 bank branches, SUD Life is a major life insurance distributor in India, prioritizing diverse customer needs. Dai-ichi Life, founded in 1902, adds global expertise.

Relationship manager (Banca Insurance, Union Bank) - SUD life insurance company - Bhuj, Gujarat

(2023-02 - 2024-02)

Established in 2009, Star Union Dai-ichi Life Insurance (SUD Life) is a joint venture of Bank of India, Union Bank of India, and Japan's Dai-ichi Life Holdings. With over 15,000 bank branches, SUD Life is a major life insurance distributor in India, prioritizing diverse customer needs. Dai-ichi Life, founded in 1902, adds global expertise. Committed to long-term value, SUD Life emerges as a rising star in India's life insurance sector.

• Build Strong Relationships: Foster collaboration with partner banks, focusing on stakeholder management and support.
• Wealth Management: Address financial needs of key customers and High Net Worth Individuals associated with the bank.
• Lead Generation and Targets: Execute sales promotions for new business, credit life, and renewals in partner bank branches.
• Brand Promotion: Implement initiatives to promote the company's brand image in designated branches.
• Sales Management and Reporting: Oversee the entire sales process, maintain records, and provide regular performance reports to supervising officials.

Assistant manager - Axis Bank Ltd - Bhuj, Gujarat

(2022-03 - 2022-09)

Axis Bank, India's third-largest private sector bank, provides comprehensive financial services to Large and Mid-Corporates, MSMEs, Agriculture, and Retail. With 4,050 domestic branches and a global presence, including offices in Singapore, Hong Kong, Dubai, Colombo, and Shanghai, the bank offers services like corporate lending, trade finance, syndication, investment banking, and liability businesses.

• Sales of Banking Products: Promote and sell a range of bank products, including Savings Accounts, Current Accounts, Term Deposits, Debit/Credit Cards, and IPG Products.
• Customer Acquisition: Proactively acquire new customers for the bank and establish new business relationships.
• KYC Compliance: Ensure compliance with KYC norms while interacting with customers and processing transactions.
• High Net-Worth Outreach: Engage with High Net-Worth Individuals to expand the customer base.
• Business Relationship Development: Build and nurture business relationships with existing customers to foster customer retention and growth.

Development Manager - Edelweiss Tokio Life Insurance Company - Bhuj, Gujarat

(2019-06 - 2020-03)

Edelweiss Tokio Life is a private sector insurance provider established in 2011. The company is a joint venture between Edelweiss Group of India, and Tokio Marine Holdings of Japan. It is among the fastest growing private players in the life insurance sector in India.

• Insurance Product Development: Manage end-to-end development of insurance products, ensuring alignment with company goals.
• Project Planning and Execution: Create and execute project plans, overseeing tasks from conception to completion.
• Cross-functional Collaboration: Collaborate with diverse teams across the company to ensure seamless product development.
• Leadership and Team Management: Lead cross-functional teams, utilizing 5+ years of experience in insurance product development.
• Analytical and Communication Skills: Apply strong analytical and problem-solving skills, coupled with excellent communication and interpersonal abilities.

Senior Sales Executive (CASA IDBI bank ltd) - Innovesuraces pvt ltd - Jabalpur, M.P

(2018-07 - 2018-11)

IDBI Bank, a universal bank since 2004, inherits a rich legacy from the Industrial Development Bank of India. With a commitment to diverse financial solutions, accessibility, and customer service, it aims to be the 'most preferred and trusted bank,' embodying a history of industry support and a dedication to stakeholders' value.

• Quality CASA Acquisition: Attain and activate Current Account Saving accounts (CASA), meeting defined standards.
• Higher CASA Variants: Secure and activate Higher CASA variants, ensuring compliance.
• CASA Values and Revenue: Achieve Monthly Average Balance (MAB) targets, drive cross-selling for revenue.
• Revenue Generation: Promote cross-selling of Life Insurance, Mutual Funds, Gold, Trade/FX, and Asset products.
• Customer Relationship: Cultivate positive relationships with customers, adhering to IDBI Personality guidelines

Sales Executive (credit card, Axis bank Ltd) - Axis Securities Ltd - Jabalpur, M.P

(2016-03 - 2018-06)

Axis Bank, India's third-largest private sector bank, provides comprehensive financial services to Large and Mid-Corporates, MSMEs, Agriculture, and Retail. With 4,050 domestic branches and a global presence, including offices in Singapore, Hong Kong, Dubai, Colombo, and Shanghai, the bank offers services like corporate lending, trade finance, syndication, investment banking, and liability businesses.

• Needs Assessment: Identify customer needs and effectively communicate relevant product/service information.
• Sales Pitch: Persuade customers to make purchases, providing clarification as needed.
• Financial Product Expertise: Demonstrate knowledge of financial products, including credit cards, loans, and investments.
• Sales Process Management: Efficiently process customer purchases, ensuring accurate record-keeping.
• Customer Relationship: Cultivate positive customer relationships by addressing inquiries and concerns.

Office Assistant / Computer Operator - Data Soft Services Ltd - Jabalpur, M.P

(2012-09 - 2015-05)

Established in 1997, Datasoft Computer Services excels in data processing, scanning, and software development. Led by a seasoned team, the company prioritizes quality, customer satisfaction, and global respect. The focus is on trust-building, reliability, and adherence to ISO standards for information system security.

• Worked for the High Court of Madhya Pradesh, involved in indexing documents across 26 fields.
• Conducted quality checks on indexed fields and scanned images, ensuring accuracy and completeness.
• Cleaned and organized scanned documents from the High Court, maintaining data integrity.
• Managed and maintained court files, contributing to an efficient filing system.
• Collaborated with Honorable Judge Sanjay Yadav in courtroom responsibilities, gaining valuable experience in legal proceedings and court operations.

Bachelor of Commerce - Commerce - Rani Durgavati Vishwavidyalaya Jabalpur (2009)

Diploma in Computer Application - Computer Application - RnD Technologies Jabalpur (2011)

Post Graduate Diploma in Computer Application - Computer Application - Makhan Lal Institute Jabalpur (2014)