Naresh M

A dynamic and multi talented professional with financial product knowledge. Having ability to work under pressure. Excellent communication skills in written and verbal both.

Key Relationship Manager at ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD (2023-09 – Present)

• Good relationship with credit and sales team for increasing business.
• Achieving monthly targets credit life and retail.
• Conducting product training sessions monthly.
• Visiting multi branches & follow up the sales team for business.

Associate Relationship Manager at HDFC SALES PVT LTD (2019-02 – 2023-07)

• Reporting day to day business sourced to Team Manager on daily basis.
• Products are Group insurance products, Life insurance, General Insurance, Mutual funds and Fixed Deposits.
• To build a strong relationship with Home loan Executives for home loan leads.
• Fixing an appointment with customers by calling, meeting them to explain about the products available with us.
• Cross sell the Health and Motor Insurances to loan insurance customers as per customer interest.
• Building a relationship with Existing customer's to get new references.

Customer Relationship Executive at TATA CAPITAL FINANCIAL SERVICES LTD (2018-02 – 2018-12)

• Building relationship with promoter by meeting and speaking with them regularly to generate new business.
• Cross sell the Product extended warranty and product Insurances to the customers as per their interest.

Sr' Business Development Officer at CAPITAL FIRST LIMITED (2016-10 – 2018-01)

• Building relationship with promoter by meeting and speaking with them regularly to generate new business.
• Selling EMI cards and explaining the benefits of the emi cards to customers.
• Cross sell the Product extended warranty and product Insurances to the customers as per their interest.

MBA in Finance – Omega P.G collage (2015)

B.COM in computer – Sai Ram Degree College (2013)

Intermediate – S.V Junior College (2010)

SSC – ZPHS (2008)