Amit Sharma — CEO

I’m a business transformation and operations leader with over two decades of experience in BFSI, InsurTech, and digital transformation, driving results across strategy, operations, technology, and customer experience. My career has been built on one consistent goal — turning strategic intent into operational reality. I’ve led large-scale transformations across underwriting, collections, compliance, and data analytics, creating organizations that are efficient, customer-centric, and future-ready. At present, I lead enterprise-wide transformation, automation, GenAI initiatives, and process excellence at one of India’s leading life insurers — steering digital sales acceleration, operational redesign, underwriting automation, customer retention, compliance modernization, and enterprise governance. My work combines operational discipline with analytical depth and technology-led enablement, helping the business scale faster while running leaner 📌 Key Areas of Expertise: ✔ AI & Data-Driven Decision Making – Enterprise AI, Predictive Modeling, Data Governance ✔ Digital Sales Growth & Process Automation – Revenue Optimization, Intelligent Workflows ✔ Customer Experience (CX) Transformation – AI-Driven Customer Segmentation & Retention ✔ Compliance & Risk Strategy – AI Governance, GDPR, BFSI Regulatory Compliance ✔ Enterprise Leadership & Transformation – P&L Management, Large-Scale Operations ✔ Enterprise Operations & Efficiency: Process redesign, automation, cost optimization, and SLA governance. 🏆 Key Achievements: 🔹 Scaled an AI-led sales vertical from ₹130 Cr+ to a ₹1,000 Cr annualized roadmap backed by AI-Powered Lead Allocation (Patent Pending): Designed and implemented an enterprise-wide AI-driven lead distribution model 🔹 Cut policy-issuance turnaround from four days to five minutes by deploying AI-powered automation and workflow re-engineering. 🔹Optimized underwriting and claims operations, embedding risk-based models that improved accuracy, reduced cycle time, and enhanced customer experience. 🔹Implemented a hybrid lead allocation model, improving sales conversion rates by 10% and optimizing field productivity. 💡 I believe in leveraging AI, automation, and data intelligence to drive customer-centric, scalable, and high-impact growth strategies. Transformation is meaningful only when it strengthens execution, accelerates growth, and delivers lasting value for customers, employees, and shareholders 📢 Let’s connect! Open to networking & leadership discussions in AI, BFSI, and digital transformation.

Stackforce AI infers this person is a Fintech expert specializing in AI-driven business transformation and operational efficiency.

Location: Gurugram, Haryana, India

Experience: 21 yrs 6 mos

Skills

Artificial Intelligence (ai)
Data Governance
Risk Analytics

Career Highlights

Scaled AI-led sales vertical from ₹130 Cr+ to ₹1,000 Cr.
Reduced policy-issuance turnaround from four days to five minutes.
Achieved 18% growth in customer retention rates.

Work Experience

Canara HSBC Life Insurance

Senior Vice President I AI & Data Transformation Leader (3 yrs 11 mos)

Vice President & Head - Enterprise Information Management & Analytics (2 yrs)

Edelweiss Life Insurance

VP & Head - Central & Branch Operations (1 yr 11 mos)

DVP - Customer Retention (2 yrs 11 mos)

Canara HSBC Life Insurance

AVP - Customer Retention (1 yr 10 mos)

Sr. Manager - Strategy (1 yr 10 mos)

Manager - Business Planning & Analysis (1 yr 8 mos)

Pipal Research

Marketing Analyst ( Business Planning, Strategy and Analysis) (1 yr 1 mo)

American Express

Financial Analyst (2 yrs 1 mo)

InterGlobe Air Transport

Sr. Executive Revenue & Finance (2 yrs 5 mos)

Education

No Code AI at MIT Professional Education

Business Leader Programm at Indian Institute of Management, Indore

MBA at Madurai Kamaraj University

B.Com at Delhi University

12th at Kendriya Vidyalaya

Amit Sharma

CEO

Gurugram, Haryana, India21 yrs 6 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Scaled AI-led sales vertical from ₹130 Cr+ to ₹1,000 Cr.
Reduced policy-issuance turnaround from four days to five minutes.
Achieved 18% growth in customer retention rates.

Stackforce AI infers this person is a Fintech expert specializing in AI-driven business transformation and operational efficiency.

Contact

amit.sharma5@canarahsbclife.in LinkedIn

Skills

Core Skills

Artificial Intelligence (ai)Data GovernanceRisk Analytics

Other Skills

Business IntelligenceCompliance & Risk StrategyCross-SellingCross-functional Team LeadershipCustomer Experience (CX) TransformationCustomer Lifecycle ManagementCustomer Segmentation StrategyData lakeEnterprise Leadership & TransformationEnterprise Operations & EfficiencyGeospatial DataMarket SegmentationP&L ManagementPredictive AnalyticsStrategic Data Analysis

About

Experience

Canara hsbc life insurance

2 roles

Senior Vice President I AI & Data Transformation Leader

Promoted

Apr 2022 – Present · 3 yrs 11 mos · On-site

Leading AI-powered transformation, digital sales growth, and customer-centric strategies in one of India’s leading life insurance companies. Spearheading enterprise-wide AI & data governance, underwriting optimization, renewal & collection transformation, and sales intelligence to enhance efficiency, compliance, and revenue growth.
Key Transformational Initiatives & Impact:
AI & Data Strategy | Enterprise-Wide Governance & Analytics
🔹Built the company’s first AI & Data Governance Framework, managing 3,000+ data fields with real-time validation and compliance protocols.
🔹Designed a centralized data lake & reporting framework, eliminating 600+ manual reports and enabling self-service BI for leadership decision-making.
🔹Developed AI-driven underwriting & claims analytics, enhancing fraud detection & risk management.
Digital Sales Transformation & Revenue Optimization
🔹Launched an AI-powered hybrid lead allocation model, increasing sales conversion
🔹Sales Potential & Geo-Spatial Analysis – Conducted territory mapping & data-driven sales forecasting, optimizing distribution expansion and partner alignment.
Operations, Underwriting & Renewal Framework Transformation
🔹Modernized underwriting workflows with AI-driven models, ensuring risk assessment accuracy and faster policy issuance.
🔹Redesigned the renewal & collection governance framework, introducing predictive analytics to improve persistency & premium collections.
🔹Launched a customer-first collections strategy, optimizing engagement & retention via AI-powered segmentation.
Risk, Compliance & Governance
🔹Implemented AI-driven compliance monitoring, enhancing regulatory adherence and fraud detection.
🔹Established an automated risk scoring framework to streamline underwriting & claims decision-making.
🚀Cross-Functional Leadership & Future-Ready Strategy
🔹Partnering with CXOs, and relevant teams to create a scalable AI-driven insurance ecosystem

Artificial Intelligence (AI)Data GovernancePredictive AnalyticsBusiness IntelligenceStrategic Data AnalysisRisk Analytics+9

Vice President & Head - Enterprise Information Management & Analytics

Mar 2020 – Mar 2022 · 2 yrs · On-site

Led the establishment of an enterprise-wide data warehouse integrating AI-driven analytics for sales governance and predictive modeling
🔹Developed real-time dashboards for risk assessment, fraud analytics, and underwriting decision-making
🔹Achieved significant enhancements in data management processes, leading to improved operational efficiency and decision-making capabilities

Edelweiss life insurance

2 roles

VP & Head - Central & Branch Operations

Promoted

May 2017 – Apr 2019 · 1 yr 11 mos · On-site

🔹Led Central Operations at Edelweiss Tokio Life Insurance, Mumbai, driving strategic initiatives to enhance customer onboarding, post-acquisition servicing, and seamless payout processes.
🔹Championed "Customer Centricity, Quality, and Cost Efficiency", leveraging technology-driven process automation and workforce development to optimize operations.
🔹Revolutionized policy issuance, reducing processing time from 4 days to just 5 minutes through AI-powered automation and intelligent workflow management.
🔹Developed AI-driven fraud detection models, achieving 70% accuracy in identifying risk patterns and strengthening fraud prevention measures.

DVP - Customer Retention

Jun 2014 – May 2017 · 2 yrs 11 mos · On-site

🔹18% growth observed in Customer Retention (Renewal Rate of existing customers) ration from 49.5% in FY 13-14 to 60.3% in FY 14-15 to 77% in FY 15-16.
🔹Industry ranking improved from 24th to 7th. Highest amongst peer set
🔹Customer Segmentation across portfolio whereby devising Customer Retention and Servicing strategy basis segment
🔹End to End Customer Journey mapping; target quantified at Renewal rate and NPS
🔹Predictive model to predict customer propensity to lapse. The hit rate of model is 85%.
🔹Leading CRM project & 24*7 Call Centre launch through outsourcing

Canara hsbc life insurance

3 roles

AVP - Customer Retention

Aug 2012 – Jun 2014 · 1 yr 10 mos · On-site

🔹Customer Affiliation with Insurer through market research (qualitative @ 80 locations and quantitative) through initiation of customized approach basis demographics, segment and preference.
🔹Customer Engagement process in place whereby reaching customers throughout policy cycle
🔹Customer Analytics through implementation of Lapse Predictive Model
🔹Persistency amongst the top in the Industry.

Sr. Manager - Strategy

Jan 2011 – Nov 2012 · 1 yr 10 mos · On-site

🔹Conducted strategic review to identify growth areas by leveraging distributor network to achieve break-even and become a top insurance player.
🔹Developed a 3-year strategic plan considering market dynamics, regulatory environment, and customer preferences.
🔹Led customer segmentation research to understand perceived value and developed propositions for product, sales, and servicing models.

Manager - Business Planning & Analysis

May 2009 – Jan 2011 · 1 yr 8 mos · On-site

🔹Managed Business Planning & Analysis for Canara HSBC Life Insurance Company Ltd
🔹Conducted benchmarking studies, monthly business updates, and industry analysis
🔹Analyzed operational efficiency and impact on Long Term Business Plan