Mohit Sharma Vertical Head

Mohit Preay Sharma
Enterprising leader & planner with a strong record of contributions in streamlining operations, invigorating
businesses, heightening productivity and improving systems & procedures, seeking senior level assignments in
Profit Centre Operations, Channel / Distribution Management& Business Development with an organisation of high
repute.
[email protected] +91 9999989011
Executive Profile
Key Impact Areas
 A result-oriented professional with over 20 Years of expertise in Channel Management,
Business Development, Team Management and Client Relationship Management
 Successfully Managed North and East India Zones with 2450 + bank branches. Business Channel
 Experienced in managing large team of 250+ employees. ( 7 Regional Heads + 23 TMs) Development Management
 Expertise in managing the entire marketing/business development activities, analyzing
market trends and establishing healthy & prolonged business relations with Channel partner.
 Key PSU Bancassurance Relationships Managed : - Canara Bank, Central Bank of India, Distribution
Profit Centre
Syndicate Bank. Management
 Key Private Bancassurance Relationships Managed: - Axis Bank, HDFC Bank, Bandhan
Operations
Bank, AU Small Finance bank and Equitas bank
 Actively nurtured and deepened strong rapport with channel partners of the company to win
confidence, anticipate needs and deliver appropriate product solutions Client Training &
 Competent in planning, directing and facilitating operations at highest level of management; Relationship Development
developed competency in implementing strategies towards enhancing business volumes and Management
growth
People Market Research
Notable Accomplishments across Career Management & Analysis
 Future Generali Life Insurance: - Promoted as National Head for Emerging Verticals in
Au Small Finance Bank.
 Apollo Munich Health Insurance: - Promoted as Astt.. Vice President Role in Apollo Strategic Retail –
Munich Health Insurance. Planning & Business
 Bajaj Allianz Life Insurance Co. Ltd.: -Promoted as Regional Manager. Execution Management
 Twice achieved CEO Excellence award.
 Nominated for IIM –Ahmadabad Certificate Program
 Three Consequent years Achieved Annual Bancassurance annual Oscars Awards for
destination Bali-Spain-Newzeland for FY 2010-11, FY 2011-12, FY 2012-13
 Qualified for IPL Trophy-Dubai and Singapore.
Professional Experience
April 2020 -Till date: - Future Generali India Life Insurance Co. Ltd-working as Zonal
Head North for AU Bank relationship.
Promoted as National Head for Emerging Verticals of AU Small Finance Bank.
Responsible for the penetration of Distribution by driving the Bancassurance strategy and ensuring the
sales targets are met at each Regional Level, there by resulting and contributing into the overall
objective of building a productive sales team within North Zone.
Key Deliverables in the Role

 Include all the metrics and variables which have a direct / indirect impact on the financials of
the Zone.
 For sales folks, it should include all the new business-related metrics including items like
NB Volumes, Product Mix, Ticket Sizes, Persistency, Expenses etc.
 Management of national strategic accounts, involving relationship building with key
stakeholders.
 Building channel productivity in the zone by increasing top line Increase distribution spread
by deepening existing partnership.
 Managing customer relationships to minimize churn by maintaining persistency, renewals in
the Zone
 Managing team performance and motivation in a highly competitive market
 To ensure customer Satisfaction by keeping a check on NPS Score and Quality of business.
May 2015 – April 2020 worked with Apollo Munich Health Insurance Bancassurance as
Zonal Head North.
Got promoted from Chief Manager to Astt. Vice President

Managed: - Axis, HDFC, Bandhan, Equitas, Canara , Central Bank of India and IOB
 Responsible for planning and ensuring execution of business plan across all the Banks
relationships in North Zone.
 Ensuring the growth of New Business by driving benchmark productivity and activation
across bank branches.
 Designing campaign and Contest for Banca and Internal stake holders.
 Devising Counter plan and policies to nullify competitions strategies and ensure meeting
sales Objective of organization.
 Planning Business Promotion Activities across Zones Accomplish set revenue and business
targets for banks.
 Liaise with the respective General Manger, Deputy General Managers and Regional Heads
of the Bank to review and strategies for business goals.
 Monitor competitor activities and devise prompt effective counter measures.
Dec’07 – April 2015 worked with Bajaj Allianz Life Ins. Co. Ltd. As Regional Manager
Got promoted from Territory Manager to Regional Manager
Managed: - Syndicate, Dena, United Bank, Vijaya Bank, Dhanlakshmi Bank
 Ensured Business & Relationship enhancement with bankers across the region.
 Analyze business potential, conceptualize & execute strategies to drive sales, augment
turnover and achieve targets.
 Manage & mentor a Sales Teams, for accomplishments of individual and organization goals.
 Liaise with the respective GMs, Regional Heads of the Bank to review and strategies
business goal.
 Promoting Credit life policy and achieving penetration targets,
Previous Experience
October 2007 - Dec 2007 Delta Instruments Area Manager –(North)
May 2006 – Oct 2007 ICICI Bank Ltd. As Sales Manager (Investments)
Jan 2005 – May 2006 Bajaj Allianz Life Ins. Co. Financial Planning
Consultant
Sept. 2003–Jan 2005 Standard Chartered Bank as Sales Executive-

Liability Sales
Nov. 2001–Sept 2003 Compulearn Tech India Ltd as Sales Executive
Education
Post Graduate Diploma in Business Administrations (Marketing)
Bachelor of Commerce From Delhi University in 1997
Personal Details :-
Date of Birth: May 1976
Languages Known: English, Hindi & Punjabi

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Mohit Sharma Vertical Head

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Mohit Preay Sharma

[email protected] +91 9999989011

Key Deliverables in the Role

Got promoted from Chief Manager to Astt. Vice President

Sept. 2003–Jan 2005 Standard Chartered Bank as Sales Executive-

Nov. 2001–Sept 2003 Compulearn Tech India Ltd as Sales Executive

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