Utkarsh Sharma

With nearly seven years of experience at HDFC Life, I specialize in sales strategy, team management, and relationship building. Currently serving as Associate Regional Head, I lead initiatives to drive sales and foster partnerships, leveraging strong communication and organizational skills to achieve business objectives.

Throughout my career, I have been committed to managing dynamic teams and cultivating key relationships to deliver impactful results. Proficient in sales and Microsoft Office tools, I aim to contribute to HDFC Life’s mission through effective collaboration and goal-oriented execution

Associate Regional Head at HDFC Life (2024-07 – Present)

Responsible for handling rural vertical of Yes Bank. I'm heading 72 branches of Madhya Pradesh & Gujarat region and managing a team size of 29 front line and 4 leaders. Accountable for the operations of sales force, development and implementation of annual targets, monitoring performance of team and sales goals and achieving key metrics

Territory Manager at HDFC Life (2022-08 – 2024-07)

Handled Yes Bank relationship for HDFC LIFE. Managing Rural Branch Banking for yes bank west and south zone comprising of 5 states (Maharashtra, Karnataka, Andhra Pradesh, Telangana, Tamil Nadu) with a spread of 110 branches.

• Established and fostered relationships with key stakeholders (Third Party Distribution team, Bank Zonal and Regional Head)
• Managed a team of 20 front line seller and 4 first level supervisor
• Developed and implemented a business plan in conjunction with bank and internal team resulting in a growth of market share

Corporate Sales Manager at HDFC Life (2021-02 – 2022-07)

As a corporate sales manager I took care of Business Banking and Rural Branch Banking for yes bank relationship. Heading the state of Maharashtra and managing a workforce of 10 sellers.

• Coordinated with HR for recruiting new talent
• Ensured each team member achieves organization and individual goals
• Met clients and pitched HDFC Life products
• Supervised sales operations to ensure profit maximization and realization of sales targets

Deputy Manager at HDFC Life (2019-06 – 2021-01)

Deputy Manager has the responsibility of driving sales and achieving the sales target for the assigned bank branches. Handling HDFC Bank relationship for one of the cluster in Pune

• Sales Support: Support the bank staff in their sales effort, in terms of generating benefit illustrations, accompanying on client calls
• Relationship Management: Engage in open and trusting relationship with the Branch Manager/officers/staff
• Engage employees of the bank branches in regular discussions to transfer knowledge about insurance, JV Company's product offerings and understand their issues/concerns about selling insurance (if any)
• Lead Generation: Spearhead all lead generation initiative from the bank – through walk in, data-mining, referrals and others

Sales Intern at Lazoi Lifecare Pvt. Ltd. (2018-04 – 2018-05)

The project was related to the sales of DocPractice software and providing auxiliary services like search engine optimization SEO, social media optimization SMO. Informed clients like doctors, hospitals and diagnostic centers of various processes and analyzed the buying behavior. Lead generation, product pitching, formulating strategies, gathering competitor's data, standardizing processes, brand building were the key deliverables.

Software Developer at Tata Consultancy Services (2014-09 – 2016-07)

The TCS BaNCS Global Banking Platform embodies the Digital First, Cloud First philosophy on which all the solutions are designed, enabling bank to offer products and services to the customers throughout their lifecycle and across all touch points. The solution comprises innovative, adaptive digital apps and a high performing processing engine, it can support a wide range of products and services covering assets and liabilities, cash and securities, and has been deployed at more than 400 financial institutions, with an assured 24x7x365 availability.

• Developed front end of a US based banking firm using JAVA as platform
• Coordinated with BFSI clients and the testing team to fix issues and deployed enhancements as per requirements of business user
• Created database schemas that represent and support business process
• Performed User Acceptance Testing for BFSI clients by testing critical enhancements in QA
• Deployed critical Change Requests in production environment using UNIX
• Produced releases of software components
• Prepared End User Documentation and training
• Single point of contact for client to communicate their needs and ensured deliveries were made on time

Post Graduate Diploma in Management in Marketing & Finance – T A Pai Management Institute, Manipal (2017-07 – 2019-04)

B.E in Electronics & Communication – Medicaps Institute of Technology and Management, Indore (2010 – 2014)