Savita Sharma

Savita Sharma
Correspondence Address: Tagra Kali Ram, Kalka
Savi.klk@gmail.com
8558857733

PROFESSIONAL EXPERIENCE

• CHOLA MS GENERAL INSURANCE CO LTD, SEPT 2013 TILL DATE

• Bharti-axa General insurance co ltd April 2012 August 2013
• Max New York life insurance Co Ltd- August, 2011 till March 2012.
• IFFCO-TOKIO Insurance services Ltd, sister concern of IFFCO TOKIO General Insurance Co Ltd –
February 05 to July 2011
• UGCE Insurance Institute of education and training – Sept 2003 to January 2005

• CHOLA MS GENERAL INSURANCE CO LTD SEPT 2013 TILL DATE

STATE HEAD-CUSTOMER LIFE CYCLE MANAGEMENT SEPT 2013 TILL DATE

• Responsible for converting complete renewal base for all banca and non-banca channels across
Punjab, Haryana, himachal Pradesh and Jammu & Kashmir.
• Lead assignment to team as per channel
• Retaining existing renewals base and cross selling to existing customers.
• To arrange all kind of approvals for picking the case.
• Training to executives for all product calculation and new products launched for cross selling.
• Responsible for managing data and maintenance of records.
• Development of marketing strategies by monitoring the performance of various schemes and
accordingly incorporating the findings.
• Arranging new contest and schemes to motivate the team.
• Responsible to retain the existing base of company under Banca & Non Banca channels across
Punjab, Haryana, J & K and Himachal Pradesh.
• Cross selling of various product to existing customers of the company.
• Motivating team for maximum conversion.

• Bharti-AXA General insurance co ltd April 2012 till August 2013

AGENCY DEVELOPMENT MANAGER APRIL 2012, till August 2013

• Responsible for handling the Marketing of Insurance products.

• Recruiting and providing guidance to motivate Insurance Agents for generating profits and
achieving Business Goals. To Provide product training as well as sales training
• Handling Small & Medium Enterprises & tapping new markets/segments to accomplish targets.
• Responsible for managing data and maintenance of records.
 Savita Sharma

• Development of marketing strategies by monitoring the performance of various schemes and

accordingly incorporating the findings.

• Max New York life insurance Co Ltd- August, 2011 till March2012

AGENCY DEVELOPMENT MANAGER AUGUST 2011, till March 2012

• Responsible for handling the Marketing of Insurance products of Life Insurance

• Recruiting and providing guidance to motivate Insurance Agents for generating profits and
achieving Business Goals. To Provide product training as well as sales training
• Handling Small & Medium Enterprises & tapping new markets/segments to accomplish targets.
• Responsible for managing data and maintenance of records.
• Development of marketing strategies by monitoring the performance of various schemes and
accordingly incorporating the findings.

• IFFCO-TOKIO Insurance services Ltd, sister concern of IFFCO TOKIO General Insurance Co Ltd

UNDERWRITING –COMMERCIAL LINE PRODUCTS Feb 2005 to July 2011

Job Profile February, 2005 September 2011

• To work on all the non motor & motor cover notes received in the office.
• To check the rates charged, discount allowed, coverage being given as per company’s policy, the kind
of risk covered, to check the pre inspections done in case of MBD, CAR, CPM and other Eng policies,
follow up with Corporate office in case of commercial line policies need approval.
• Issuance of retail policies incl Shopkeepers policy, Home policy, Jewelers Block policy and few of other
retail policies.
• Dealing with the discrepancies in Commercial and retail policies.
• Imparting training on all non-motor products.
• Designing power point presentations for different Products.
• Visiting various commercial clients for product presentation.

UGCE Insurance Institute of Education and Training, Chandigarh

INSURANCE TRAINER SEPT 2003 UPTO JANUARY 05

Job Profile: Imparting 50 hrs IRDA training to all the new recruits of different Life and General Insurance
companies at various centers of UGCE-IIET and product training for general insurance products launched
by companies.

PERFORMANCE CAPABILITIES
Savita Sharma

 Good interpersonal skills and communication skills

 Strong presentation skills
 Excellent team player
 Adaptable and quick to learn in a new environment

PROFESSIONAL QUALIFICATION

 Fellowship from Insurance Institute of India Mumbai –General Insurance

 Post Graduate Diploma in Insurance Business Management, Sept 2001-02
 Diploma in Computer Science & Business Management from UPTRON-ACL - Two Years
 Graduation from Punjabi University, Patiala
 Proficient with the use of Windows, MS Office

VALUE ADDITION

WORKSHOPS & SEMINARS& PROJECTS UNDERTAKEN

International Exposition on Insurance in 1999, 2000 and 2001 in Chandigarh.

Seminar on concept of Brokers in India
• Seminar on Art of Public Speaking
• Insurance Need in General Public
• Assessing the awareness about the private Insurance Companies
• Importance of Team Building in an organisation and designing the training module for Team
Building for staff of Khalsa College, Chandigarh