+91-9999074501 info@wealthadvantageservices.com

About Director & CEO

To be a part of growth-oriented organization with talented design and to serve the organization with high professional integrity and commitment to achieve organizational and individual goals.

Contact: 9999074501

Email: praveenkumar.sharma000036@gmail.com

Address: 31st A, 1st Floor Submall, Sector - 27, Noida, 201301

Owner Image
Praveen Kumar Sharma
Director & CEO

Work History

Aditya Birla Capital Branch Head – South Delhi

Major Roles/Responsibilities
Agency Development Manager (ADM) & Partner Management

Responsibility: Recruit quality Agency Development Managers (ADMs) and Partners. Manage additional responsibilities such as events and branch capacity creation from the office. Ensure they are trained to generate Life Insurance business.

Adviser / IMF / Broker / Corporate Agent Management

Responsibility: Recruit quality Advisers, IMFs, Brokers, Partner Offices, and Corporate Agents. Ensure they are trained to generate Life Insurance business on commission and R&R basis.

Client Solutions

Responsibility: Provide customized solutions to clients after identifying their needs. Efficiently meet sales targets.

TATA AIA Life Insurance Company Branch Manager- FRIDABAD

Major Roles/Responsibilities

The Branch Manager's responsibilities include managing resources and staff, developing and attaining sales goals, delivering customer service, and growing the location's revenues.

Branch managers oversee the performance of other employees who work in their branches.

Additional responsibilities: Efficiently meet sales targets, and maintain relationships with existing customers and HNIs (High Net-worth Individuals).

Exide Life Insurance Company Branch Manager and Location Head Noida Branch.

Major Roles/Responsibilities

Recruit quality Agency Development Managers and manage additional responsibilities from the office. Ensure they are trained to generate life insurance business on commission and R&R basis.

Provide customized solutions to HNI clients after identifying their needs for life insurance and retirement investment.

Meet sales targets efficiently and maintain relationships with existing HUF customers and ICs.

Maintain constant interaction and coordination with HNI clients by offering products based on their requirements and ensuring effective after-sales follow-ups.

BAJAJ ALLIANZ LIFE INSURANCE CO LTD. SR. PARTNER

Major Roles/Responsibilities

Responsibility to recruit quality advisers and agency development partners, and ensure they are trained to generate life insurance business on commission and R&R basis.

Provide customized solutions to HNI clients after identifying their needs for life insurance and retirement investment.

Meet sales targets efficiently and maintain relationships with existing HUF customers and ICs.

Awards & Achievements

Award
Got Double Promotion SAM and ABM (Associate Business Manager) in 2012 Promoted Agency Manager in 2011
Award
Achieved the highest number of applications of FSP at pan India level in May 2010.