Branch manager handing Sr.Sales manager - Star Health and Allied Insurance Co Ltd
(2024-07)
- Handling 8 Sales Managers + 1 New SM (2 Chief Sales Manager, 5 Sr.Sales Manager, 2 Jr. Sales Manager) and Agent overall strength 1,625 agents
- Acquisition of new clients & Building relationships with the sales manager and agents
- Building relationship with the Sales Manager and agents on a daily basis
- Introducing the products of star health to the agents and customers
- Studying the portfolio of the customers and suggesting them about the suitable products, according to their transactions and also after understanding their needs
- Sharing new ideas health related awareness with clients
- Advising customers about the most suitable health plans and insurance policies, after studying their background
- Responsible for all Clients Operation and Risk Management
Area Manager - Bajaj Allianz life insurance Limited-Direct &Banca-Insurance BFL - Chennai, Salem
(2022-11 - 2024-07)
- Handling 5 member in my team (Executive relationship manager), and co-partner bajajfinance gold loan office 55-branch handling insurance product selling overall tamilnadu
- Acquisition of new clients & Building relationships with the client
- Building relationship with the customers on a daily basis
- Introducing the products of bajajallianzLife to the customers
- Studying the portfolio of the customers and suggesting them about the suitable products, according to their transactions and also after understanding their needs
- Sharing Investment ideas with clients
- Advising customers about the most suitable investment plans and insurance policies, after studying their background
- Responsible for all Clients Operation and Risk Management
Branch Sales Manager (Chola Wealth Product) - Cholamandalam Securities Limited-Direct &Banca-Insurance - Chennai, Salem
(2021-10 - 2022-11)
- Acquisition of new clients & Building relationships with the client
- Building relationship with the customers on a daily basis
- Introducing the products of chola multidask Investment product Like 1.Life insurance co-partner Bancaproduct ICICI pru Life & HDFC life & ABSL Life, 2.Health product Chennai Chola MS& ICICI Lambord& Star Health, 3.Bonds (Govt.Bonds, Private bonds, Sovern gold bonds), 4.Mutual Fund SIP/ Lum Sum Investment, 5.Chola New Demat account open with Buying/Selling
- Studying the portfolio of the customers and suggesting them about the suitable products, according to their transactions and also after understanding their needs
- Sharing Investment ideas with clients
- Advising customers about the most suitable investment plans and insurance policies, after studying their background
- Responsible for all Clients Operation and Risk Management
- Won OND 2021 Business Contest (Actual target: 2 Lacs, Achieved: 5 Lacs)
- Won many sales Contest wining Gift voucher Rs.12,000
Relationship Manager (Customer Advisory Team) - Max Life Insurance Co. Ltd - Salem
(2014-07 - 2020-12)
Joined as an Assistant Manager- Direct Channel since July 2014-15 and Next level promoted Deputy Manager 2015-16 & Next level as Relationship Manager Team handling - since 2017 to till.
- Handling 2 member in my team (Sales Officer and Assistant Manager)
- Acquisition of new clients & Building relationships with the client
- Building relationship with the customers on a daily basis
- Introducing the products of Max Life to the customers
- Studying the portfolio of the customers and suggesting them about the suitable products, according to their transactions and also after understanding their needs
- Sharing Investment ideas with clients
- Advising customers about the most suitable investment plans and insurance policies, after studying their background
- Got 2 Promotion and 5 Salary Hike
- Won JFM 2018 Business Contest (Actual target: 18Lacs, Achieved: 28Lacs)
- Maintain Persistency and Collection percentage – 96%
- Over Achieved YTD year on year
Sales Officer – Branch banking - ICICI Bank
(2011-06 - 2014-07)
Joined as a Junior Officer - Branch Banking On-Roll Employee direct banking. Promoted Fixed Deposit, Credit Card Sales and Service since Jun 2011 to 2012 & Move to the next level sales officer grade 2012- Jul 14
