Deepak Sharma
@deepaksharma30
Insurance & Bancassurance Professional | CRM | Business Operations | FinTech & InsurTech | 10+ Years Experience
IndiaWhat I'm looking for
Experienced Life Insurance and Bancassurance professional with 10+ years of experience in customer relationship management, CRM operations, banking-channel coordination, client portfolio management, lead generation and sales operations. Currently seeking remote international opportunities in Insurance, FinTech, InsurTech, Business Operations, CRM Operations, Customer Success and Business Analyst-track roles.
Experience
Work history, roles, and key accomplishments
Premier Wealth Manager
Bajaj Life Insurance Co. Ltd.
Nov 2025 - Present (11 months)
Maintains client information in CRM systems, manages sales processes, and coordinates business development activities. Manages relationships with 14 Axis Bank channel partners and supports customer relationship management through banking-channel partnerships.
Senior Corporate Account Manager
Tata AIA Life Insurance Co. Ltd.
Jan 2022 - Nov 2025 (3 years 10 months)
Managed customer relationships and maintained accurate client information through CRM systems. Managed the complete sales lifecycle from proposal development through closure and follow-up, and built long-term customer relationships.
Sales Officer
Canara HSBC OBC Life Insurance Co. Ltd.
Dec 2019 - Jan 2022 (2 years 1 month)
Managed relationships and business activities across 6 Canara Bank retail branches. Maintained customer information in CRM systems and coordinated with branch employees for lead generation and business development.
Senior Relationship Manager
IDBI Federal Life Insurance Co. Ltd.
Sep 2017 - Sep 2019 (2 years)
Managed customer relationships and identified insurance requirements. Coordinated the complete sales lifecycle including proposals, closing, and follow-up, and developed long-term customer relationships.
Sales Development Manager
HDFC Life Insurance Co. Ltd.
Jul 2015 - Sep 2017 (2 years 2 months)
Managed the NRI Bancassurance vertical and 10 HDFC Bank channel partners. Coordinated customer-awareness activities and analyzed customer needs to provide customized service.
Education
Degrees, certifications, and relevant coursework
Arya P.G. College, Panipat
Bachelor of Commerce, Commerce
Completed Bachelor of Commerce with a focus on Commerce.
Arya Sr. Sec. School, Panipat
12th, Commerce
Completed 12th grade with a focus on Commerce.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Salary expectations
Job categories
Skills
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