Puneet Sharma

Experience

• 

  Vanguard Info Solutions Ltd

  Mar 2004 - Jun 2007

  Quality Analyst

  • Responsible for doing on floor verifications.• Training and Certification of Verifiers.• Generate MIS Reports (Weekly, Fortnightly, Monthly & for Top Management) Promotional activities for initiative (s).• Responsible for day-to-day client interaction and translating client vision into quality and operational strategies.• Responsible for presenting all kind of reports to management & clients on process implementation. • Subject Matter Expert of the process currently working with lead contact between team members and management.• Drive and lead specified teams across the organization on allocated initiative (s).• Handled a team of 10 members. Show less

• 

  Dewan Housing Finance Corporation Limited

  Dec 2008 - Jun 2014

  • Handling Referral Partners for sourcing business.• Ensuring Cross-Sell and Attachment Insurance Business for Delhi NCR.• Generating Fee Income form Self-sourcing / Branch Sourcing of Home Loans and Insurance.• Prompt in identifying prospects, analyzing requirements, rendering guidance to clients and closing deals• Formulation and implementing selling strategy with focus on Lead Generation.• Training & Development, Driving the Channel & Internal Team to achieve the set targets.• Establishing and sustaining relationship with the Channel Partners.• Maintaining adequate value penetration of insurance business as against Home Loan disbursements.• Conducting monthly RnR and contests for the sales team.• Maintaining MIS Reports.• Tracking issuance with the Insurance Companies.• Keep the sales team updated on their achievements in their respective contests. Show less

  • Zonal Business Development Manager

    Nov 2013 - Jun 2014

  • Relationship Manager

    Dec 2010 - Nov 2013

  • Sales Officer

    Dec 2008 - Nov 2010
• 

  DHFL Pramerica Life Insurance

  Jul 2014 - Jan 2018

  Zonal Business Manager

  • Spearheading business development operations in the assigned territories of PCH/UP/UK (North) through new acquisitions of Insurance products and cross-selling to existing customers.• Analyzing past performance of business, scanning external environment (competitive & market) and planning future deliverables.• Leading & mentoring Relationship Managers for achievement of region targets and generating revenue for the organization.• Planning Yearly, Quarterly & Monthly Targets, Costs, Productivity and Promotions for the region.• Driving a Team of Branch Manager, Area Managers, Sales Managers, Asst Sales Managers and Front Line to achieve business objectives and manage processes in the region.• Organizing promotional and motivational programs for better activation of branches, Home Loan DSTs and Sales Officers on a month-on-month basis• Providing right direction & conceptualizing action plans. Running business opportunity presentations & driving R & R initiative.• Managing cross-functional relationships with Operations, Customer Service, Finance and Marketing teams to ensure timely delivery of business requirements.• Conduct Product and Process training for Partners and team members. Show less

• 

  Exide Life Insurance

  Jan 2018 - Jun 2019

  Cluster Manager
• 

  ICICI Prudential Life Insurance Company Limited

  Jul 2019 - Jun 2021

  Associate Regional Manager
• 

  Max Life Insurance Company Limited

  Jun 2021 - now

  Sr Regional Manager