Open to opportunities

Sharda Verma

@shardaverma

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Customer-focused insurance professional with strong administrative and service experience.

India

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What I'm looking for

I seek a role where I can use my customer-service, administrative and insurance experience to improve client outcomes, grow responsibilities, and work within a collaborative team.

I am a customer-focused professional with a background in customer service, purchase and billing operations, and insurance retirement management. I have over a decade of experience across courier services, manufacturing administration, and life insurance operations, and I bring adaptability, problem-solving, and strong teamwork to every role.

My notable achievements include managing major client relationships at DTDC, handling purchasing and billing workflows for a machine tools firm from 2014–2022, and currently working as a Retirement Manager at Kotak Mahindra Life Insurance. I am committed to continuous learning and applying my administrative and technical skills to improve customer outcomes and organizational processes.

Experience

Work history, roles, and key accomplishments

Current

Retirement Manager

Current

Kotak Mahindra Life Insurance

Feb 2024 - Present (1 year 11 months)

Working on retirement-related insurance policies, managing client relationships and policy administration to support customer financial planning and service delivery.

Retirement Planning Client Relationship Management Policy Administration Customer Service Regulatory Compliance

Purchase & Billing Officer

Vishvkarma Machine Tools

Mar 2014 - Mar 2022 (8 years)

Managed purchasing, billing corrections, and administrative operations to streamline procurement and invoicing processes across the manufacturing company.

Purchasing Billing Billing Correction Vendor Management Administrative Support Inventory Control MS Excel

Customer Service Assistant

DTDC Courier Co.

Jan 2011 - Dec 2014 (3 years 11 months)

Handled major client accounts, provided excellent customer service, and processed orders, returns, and exchanges to support courier operations and growth.

Customer Service Client Management Order Processing Communication Data Entry MS Office

Education

Degrees, certifications, and relevant coursework

Pearson Test of English (PTE)

PTE Qualification, English Language Proficiency

Grade: Overall 54

Pearson Test of English (PTE) qualified in 2016 with each 6 bands and an overall score of 54.

IELTS

IELTS Qualification, English Language Proficiency

Grade: 5.5 Bands

International English Language Testing System (IELTS) qualified in 2015 with an overall band score of 5.5.

Kurukshetra University

Bachelor of Arts, Arts

Grade: 51%

Bachelor of Arts (B.A.) completed from Kurukshetra University in 2012 with 51% marks.

Haryana Board (10+2)

10+2, Higher Secondary Education

Grade: 62%

Completed 10+2 from Haryana Board in 2008 with 62% marks.

Haryana Board (Matric)

Matriculation, Secondary Education

Grade: 46%

Completed Matriculation from Haryana Board in 2006 with 46% marks.

VLCC Institute

Postgraduate Diploma in Cosmetology, Cosmetology

2016 -

Postgraduate Diploma in Cosmetology (one-year program) started in November 2016 covering galvanic, ultrasonic, high frequency, dermascope, and steamer treatments.