Kushal Sena R

« Achieved 35 Lakhs revenue target in 8 months by closing 35+ policies (NOPs), maintaining consistent monthly
performance and strong client conversion rates.
« Promoted within 8 months from Deputy Customer Relationship Manager to Senior Relationship Manager,
recognizing performance across 35+ successful client acquisitions.
« Analyzed client financial profiles, risk appetite, and long-term goals to recommend customized insurance and
investment solutions, improving client satisfaction and retention.

« Analyzed the volatility of popular cryptocurrencies like Bitcoin and Ethereum alongside traditional stocks, using
metrics such as standard deviation, beta, and Value at Risk (VaR) to evaluate and compare their risk profiles
« Developed SQL-based tracking system with custom KPIs to monitor workflow efficiency, resulting in 15%
productivity improvement across 4 cross-functional teams
« Developed a volatility trading strategy that generated a 30% return on a hypothetical 10 Lakh portfolio.

« Organized 13 events and 3 workshops, attracting participants from 15+ college with a footfall of 5000
« Oversaw a budget of 2.5 lakhs, resulting in a 1 lakh surplus.
« Successfully managed a team of 7 core members, delegating tasks and ensuring efficient operations.