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Ravi Sharma, Relationship Associate

Ravi Sharma

Relationship Associate·Axis Max Life Insurance

India

Master's degree, MBA(Finance)

Work experience

Total years of experience: 11 years, 1 months

Relationship Associate

March 2025 - Present

Axis Max Life Insurance

Fatehpur, India

March 2025 - Present

Driving life insurance sales through bancassurance and open market channels
Managing comprehensive financial planning and portfolio reviews for high-net- worth
clients to ensure long term wealth protection
Building and maintaining deep-rooted relationship with bank partners and clients to
drive customer retention and cross sell ratios
Consistently achieving monthly revenue targets by identifying investment gaps and
providing customized insurance linked wealth solution
Collaborating with Axis bank staff to leverage the bancassurance channel for strategic
lead generation and policy closure
Expertise in Asset Allocation, ensuring clients have the right mix of equity, debt, and life
cover based on their risk profile
Adopting a Goal-Based Investing approach; helping clients understand the synergy
between high-return Mutual Funds (NISM-backed knowledge) and long-term Insurance
protection

Company industry:
Insurance & TPA
Job role:
Accounting and Auditing

Senior Sales Manager

August 2024 - October 2024

Paytm Services

Ajmer, India

August 2024 - October 2024

Handled POS machine sales and merchant onboarding Cross
sold loan and insurance products to merchants Planned and
executed daily field sales activities
Managed MIS reporting and performance tracking

Company industry:
Financial Services
Job role:
Sales

supply planner

November 2023 - July 2024

Krishna Trading Company

Fatehpur, India

November 2023 - July 2024

oversee all the supply and management of the water supplier company.

Company industry:
Food & Beverage Production
Job role:
Management

Sales Executive / Sales Operations – FMCG & Distribution

October 2021 - July 2024

Modern Food Industries - India

Sikar, India

October 2021 - July 2024

Managed territory sales, distributor handling, and retail network
Achieved monthly and quarterly sales targets consistently
Successfully launched SMOODH (Parle Agro) at Jhunjhunu HQ
Expanded business in Sikar region and appointed new distributors
Improved SKU penetration and executed promotional activities

Company industry:
FMCG

sales representative

January 2023 - November 2023

Ann FMCG

Sikar, India

January 2023 - November 2023

Do Sales and marketing for the conpany as it is newly launched in our area.

Company industry:
FMCG
Job role:
Sales

junior sales officer

October 2021 - December 2022

G.D. Food Products Pvt Ltd

Sikar, India

October 2021 - December 2022

Doing Sales job for Tops products. Sale Highly ranges of variety of Tops product.

Company industry:
FMCG
Job role:
Sales

sales representative

March 2021 - October 2021

Epicuagro

Jhunjhunun, India

March 2021 - October 2021

Represent Parle Agro product like appy fizz fruty in the market. responsible for overall sale in the allocated territory. Succesfully launched smoodh in my area.

Company industry:
Food & Beverage Production
Job role:
Sales

Branch Manager – Transport & Logistics

December 2018 - July 2020

Sharma Roadlines

Surat, India

December 2018 - July 2020

Managed branch operations including vehicle movement and route planning
Supervised staff and ensured smooth daily operations
Handled customer coordination, payments, and documentation
Ensured compliance and audit readiness

Company industry:
Distribution, Supply Chain & Logistics

Sales Representative

October 2017 - October 2018

Al Saif Electrical Devices,

Sharjah, United Arab Emirates

October 2017 - October 2018

Managed retail sales and customer acquisition in UAE market
Achieved assigned sales targets
Coordinated order processing and delivery with internal teams

Company industry:
Retail & Wholesale
Job role:
Sales

Sales & Marketing Representative

July 2015 - June 2017

Coca-Cola India Milan Enterprises

Fatehpur, India

July 2015 - June 2017

Managed distributor and retail sales for assigned territory
Increased market reach and added new retail outlets
Executed merchandising and promotional activities
Maintained strong relationships with retailers and distributors

Company industry:
Retail & Wholesale
Job role:
Sales

Supervisor – Accounts & Administration

February 2014 - June 2015

Larsen & Toubro

Lucknow, India

February 2014 - June 2015

Supported accounts and administrative functions
Coordinated with vendors and maintained documentation
Assisted in billing, record keeping, and office operations

Company industry:
Construction & Building
Job role:
Accounting and Auditing

Education

Amity University

June 2017

June 2017

Master's degree, MBA(Finance)

India

Suresh Gyan Vihar University

June 2013

June 2013

Bachelor's degree, BBA(Marketing)

India

Rajasthan Board of Sr Sec Education Ajmer

January 2010

January 2010

High school or equivalent, Commerce And Business Administration

India

courses: -Passed 12th from Rajasthan Board in 2010.

Skills

FINANCE
Intermediate
FINANCE
Intermediate
LEADERSHIP
Intermediate
LEADERSHIP
Intermediate
MICROSOFT OFFICE
Expert
MICROSOFT OFFICE
Expert
MICROSOFT WINDOWS
Beginner
MICROSOFT WINDOWS
Beginner
PROBLEM SOLVING
Expert
PROBLEM SOLVING
Expert
COMMUNICATION SKILLS
Expert
COMMUNICATION SKILLS
Expert
LANGUAGES
Expert
LANGUAGES
Expert
Customer Service
Expert
Customer Service
Expert
ENVIRONMENTAL CERTIFICATION
Intermediate
ENVIRONMENTAL CERTIFICATION
Intermediate
CUSTOMER ACQUISITION MANAGEMENT
Intermediate
CUSTOMER ACQUISITION MANAGEMENT
Intermediate
ENERGY TRANSPORT
Intermediate
ENERGY TRANSPORT
Intermediate
FAST MOVING CONSUMER GOODS
Intermediate
FAST MOVING CONSUMER GOODS
Intermediate
FINANCIAL NEEDS ASSESSMENT
Intermediate
FINANCIAL NEEDS ASSESSMENT
Intermediate
FINANCIAL SERVICES
Intermediate
FINANCIAL SERVICES
Intermediate
LOGISTICS
Intermediate
LOGISTICS
Intermediate
RELATIONSHIP MANAGEMENT
Intermediate
RELATIONSHIP MANAGEMENT
Intermediate
RETAIL EXPERIENCE
Intermediate
RETAIL EXPERIENCE
Intermediate
SALES
Intermediate
SALES
Intermediate
Customer Relationship Management
Expert
Customer Relationship Management
Expert

Languages

English

Expert

Hindi

Expert

Arabic

Beginner

Training and Certifications

Certifications
Driving
RSCIT
Sales Management
Digital Marketing
NISM Series V-A: Mutual Fund Distributors Certification