Senior Manager - Group Business
MaxLife Insurance Co Ltd
Total years of experience :17 years, 10 Months
* Successfully tapped new market, expanding reach into emerging corporate by managing bids.
* Responsible for driving Risk & Fund Business (Gratuity), EDLI, GTL, MFI for corporate group business through Direct & network of intermediaries (Brokers & Agents ) in the designated territory ( Aandhra Pradesh, Telangana & Kolkata ) and achieving allocated business objective within the organizational strategic frameworks.
* Advice Corporate on their employee benefit structures and work with group underwriting and actuarial team to structure customized solutions.
* Drive the relationship manager’s to generate prospects in line with the acquisition strategies and extend support in sales activities.
* Coordinate with sales support and operational staff of the company to ensure service levels are maintained for all customers.
* Provide to the Head Office, customer feedback on new product benefit demands, service level demands, pricing demands and competitors’ activities.
➢ Handling Team of 8 Members & Achieving sales targets by adopting innovative sales management techniques and Deepening of the book assigned (CASA 92 Cr)
➢ Assist with training and updates, and provide direction pertaining to use of systems, policies and procedures, and problem resolution
➢ Handled opening CASA & Corporate accounts for a Forty Two branch network and Coordinating with various departments for effective sales ( DMat, BB, C&IB, Various Loans)
➢ Assist in making reports and presentations based on the outcomes of the analysis.
➢ Establish client requirements and plan suitable product packages Like Home Loans, Auto Loans, Personal Loans, CC, Forex, LI &GI Etc; make efficient sales presentations.
➢ Handling account opening process of CASA and ensuring KYC compliance.
➢ Responsible for updating daily reports to the Regional Manager.
➢ Worked as the responsible personnel for various marketing strategies for increasing the company profitability..
At Yes Bank, as an Officer handling various desks in the Retail banking & Wealth Management Channels and responsible for handling both Corporate Relationship’s and operational queries, also includes Schedule work, monitoring priority and batching of jobs to ensure smooth workflow. Review, analyze, and correct data entry to ensure final product meets Company or project standards and is comprehensible.
* Customer Relationship Management
* Maintain and develop existing and new customers through planned individual account support..
* Communicate, liaise, and negotiate internally and externally using appropriate methods to facilitate the development of profitable business and sustainable relationships.
* Liaise and attend meetings with Top management for understating company requirements and necessary actions for the same to provide better service.
* All service issues related to corporate relationship.
* Taking care of Audit requirements of the branch and ensuring compliance.
* Compliance to the concurrent auditor report related to account activation, Temporary over Draft, deliverables etc and Mobilization of Fixed/Term Deposit Accounts.
* Initiatives
* Lead generation and cross-selling of other investment products Such as MF’S, Insurance, Etc to the corporate clients for generating more revenue.
* Focusing On HNI & Various SME.
* Successfully tapped new market, expanding reach into emerging corporates.
* Met aggressive annual business development goals and delivered consistent annual growth in sales volume.
* Team management & Training of the new recruits
* Exceptional interpersonal and problem solving skills in working with customers and other Account Managers.
* Resurrected inactive accounts through consistent sales calls and targeted promotion
* Carry out market research, competitor and customer surveys.
* Preparing MIS on daily, weekly and monthly basis for the branch and sales team.
3 * Worked As a " Corporate Relationship Manager - RB&WM " In " YES BANK LTD".
From July 2006 To March 2010.
At Yes Bank, as an Officer handling various desks in the Retail banking & Wealth Management Channels and responsible for handling both Corporate Relationship's and operational queries, also includes Schedule work, monitoring priority and batching of jobs to ensure smooth workflow. Review, analyze, and correct data entry to ensure final product meets Company or project standards and is comprehensible.
➔ Customer Relationship Management
➢ Maintain and develop existing and new customers through planned individual account support..
➢ Communicate, liaise, and negotiate internally and externally using appropriate methods to facilitate the development of profitable business and sustainable relationships.
➢ Liaise and attend meetings with Top management for understating company requirements and necessary actions for the same to provide better service.
➢ All service issues related to corporate relationship.
➔ Back Office Functions
➢ Taking care of Audit requirements of the branch and ensuring compliance.
➢ Compliance to the concurrent auditor report related to account activation, Temporary over Draft, deliverables etc and Mobilization of Fixed/Term Deposit Accounts.
➔ Initiatives
➢ Lead generation and cross-selling of other investment products Such as MF'S, Insurance, Etc to the corporate clients for generating more revenue.
➢ Focusing On HNI & Various SME.
➢ Successfully tapped new market, expanding reach into emerging corporates.
➢ Met aggressive annual business development goals and delivered consistent annual growth in sales volume.
➔ Team management & Training of the new recruits
➢ Exceptional interpersonal and problem solving skills in working with customers and other Account Managers.
➢ Resurrected inactive accounts through consistent sales calls and targeted promotion
➢ Carry out market research, competitor and customer surveys.
➢ Preparing MIS on daily, weekly and monthly basis for the branch and sales team.
➢ M.B.A. (Master of Business Administration) With 67%, From Osmania University, Hyderabad, A.P.
➢ Bachelor Of Computer Applications With 74%, From Osmania University, Hyderabad, A.P.
➢ Diploma in Hardware Engg from ATS Technologies. Professional Excellence Summary: