Document
Document
Document
Monitoring the overall performance of product, identifying improvement areas and implementing adequate measures to
maximize value creation.
Identifying potential business opportunities, developing and enhancing business for the organization, setting up business
operations and ensuring seamless marketing and sales strategies.
Instrumental in setting-up guidelines of the Bank / Govt of India, to achieve the periodical targets of deposit mobilization and
loan disbursements.
Contributing towards making branch grow as a profit centre; also ensuring compliance with statutory/ regulatory
requirements specified under different acts governing banking regulations by RBI.
Looking after banc assurance operations; interfacing with insurance company and imparting relevant product training to the
channel sales members for insurance sale and IRDA certification.
Planning and conceptualizing various strategies to achieve business goals for sales of Investment & Insurance products and
aim towards the growth in business volumes as well as profitability in order to achieve the set targets; responsible for selling
Saving & Current Products, Mutual Fund & Insurance, managing processes and conducting client servicing activities.
Responsible for creating awareness and ensuring adherence to the KCY, AML, mis-selling, Information Protection policy and
other compliance norms of the bank.
Ensuring compliance of IRDA rules & regulations for selling of insurance products. Accountable for sales, client interaction
and after sales service.
Identifying training needs; involved in hiring of SMs as per Headcount and assured onboard training, operation risk training
of new joinees.
Maintaining active interaction with existing clients to rebuild confidence ensuring prolonged retention. Exploring new
business opportunities through systematic prospecting to generate business enquiries; liaised with High Net worth accounts
for business promotion.
Developing business for the organization, identify business opportunities/ revenue models and generating business plans to
achieve the same and locate potential clients in targeted segments to secure profitable business.
Establishing new profitable business partners by analyzing latest marketing trends, tracking competitor’s activities and
providing valuable inputs for fine tuning of sales & marketing strategies; efficiently enhanced acquisition of Target clientele
across all Liability products.
CAREER HIGHLIGHTS
Highlights with Reliance Nippon Life Insurance Ltd, Joined as Senior Territory Manager – TMCDA on 10 th Oct 2023 and working
Till now in Chennai. Taking care of 14 Branches across TN handling CDA. In last 6 months recruited 67 new CDA’s & did a business
Of 4 Cr [Agency CDA].
Highlights with Pramerica Life Insurance Ltd, Joined as Senior Branch Head on 10 th Oct 2022 and working till 09th Oct 2023 in Chennai,
Velachery branch. [Agency channel]
Highlights with Bharti AXA Life Insurance Co.Ltd, joined as Senior Area Head on 11 th April 2022, created my own and
handling 4 Partner Office in Chennai, Gopala Puram and worked till 09th Oct 2022. [Direct partner office channel]
Highlights with Policy Bazar, joined as Sr. Area Manager on 11 th Dec 2021 and worked till 9th April 2022. Created 240 POS, 20
Leaders with 83L business in Chennai without branch. [Agency channel]
Highlights with Bajaj Allianz Life Insurance Co.Ltd., Joined as Territory Manager on 2nd April 2020 and worked till 20 th
April 2021 and Recruited 49 RP and 330 Pos-P in Chennai Arumbakkam branch. [RPD Channel]
Highlights with Reliance Life Insurance Co.Ltd, joined as Senior Territory Manager on 30 th April 2019 handling 11 branches in
Agency CDA till 20th April 2021. Achieved 150% of YTD target. [Agency Channel]
Highlights with APC – MAX Life Insurance: Joined as Office head on 1 st Feb 2018 and worked band 3 position, designation AVP.
Achievement: In 6 months with scratch level recruited 7 BDM (on role employee with 1 trainer own) and 22 Leaders. Relieved
on 30th Oct 2018. [APC Channel]
Highlights with Life Insurance Corporation: As Agent @ Port Blair, A & N Island
Sold totally 175 policy with a premium of 22 lakhs in two year.
SYMPOSIUM
Attended a two day “Financial Management” workshop cum seminar at Sun Sea Resorts, Port Blair organized by Save the
Children, International NGO
Attended a Seminar on “Accounts Management of FCRA Funds – its control and solutions” organized by Human Rights
Law Network (NGO) at Port Blair
Attended a seminar on “Administrative & Management Services” sponsored by Employment Exchange, Port Blair.
PERSONAL DOSSIER