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Lakshmi CP, FINANCIAL SALES MANAGER

Lakshmi CP

FINANCIAL SALES MANAGER·Axis Max Life Insurance

United Arab Emirates

Master's degree, finace

Work experience

Total years of experience: 3 years, 0 months

FINANCIAL SALES MANAGER

July 2024 - Present

Axis Max Life Insurance

Kerala, India

July 2024 - Present

Developed customer relationships promoting insurance products through banking channels.
Recommended suitable investment plans based on customer financial requirements.
Achieved monthly sales targets through strategic lead conversion activities.
Assisted customers regarding policy issuance, renewals, and documentation procedures.
Coordinated branch activities supporting bancassurance sales and customer engagement.
Ensured compliance with IRDAI regulations and banking operational standards.
Company industry:
Insurance & TPA
Job role:
Sales

RELATIONSHIP OFFICER

February 2023 - February 2024

Aditya Birla Sun Life Insurance – HDFC Bank

Kerala, India

February 2023 - February 2024

Managed customer requirements involving deposits, insurance, and loan products.
Cross-sold financial products including credit cards, insurance, and banking services.
Supported branch teams achieving CASA growth and revenue generation targets.
Prepared MIS reports tracking branch performance and customer interactions regularly.
Assisted customers resolving service queries and financial documentation requirements.
Generated leads through relationship-building and customer engagement initiatives.
Coordinated banking sales activities improving branch-level customer acquisition.
Company industry:
Banking
Job role:
Sales

Education

Jyothis College

January 2017

January 2017

Master's degree, finace

India

St Joseph College

January 2015

January 2015

Bachelor's degree, Accounting And Corporate Governance

India

Skills

ACCOUNTING
Intermediate
ACCOUNTING
Intermediate
BANKING
Intermediate
BANKING
Intermediate
BANKING SERVICES
Intermediate
BANKING SERVICES
Intermediate
CLIENT SERVICES
Intermediate
CLIENT SERVICES
Intermediate
CUSTOMER RELATIONSHIP MANAGEMENT
Intermediate
CUSTOMER RELATIONSHIP MANAGEMENT
Intermediate
CUSTOMER RETENTION
Intermediate
CUSTOMER RETENTION
Intermediate
FINANCIAL PLANNING
Intermediate
FINANCIAL PLANNING
Intermediate
PORTFOLIO MANAGEMENT
Intermediate
PORTFOLIO MANAGEMENT
Intermediate
RELATIONSHIP BUILDING
Intermediate
RELATIONSHIP BUILDING
Intermediate
WEALTH MANAGEMENT
Intermediate
WEALTH MANAGEMENT
Intermediate

Languages

English
Beginner
Hindi
Beginner
Malayalam
Beginner