ANGELINE BATHERICIYA A K
CHENNAI
Summary
Results-driven Key Relationship Manager with proven experience in managing and enhancing key client relationships. Possess strong interpersonal skills, ability to negotiate and resolve conflicts effectively, resulting in improved customer satisfaction and loyalty. Demonstrated success in creating strategies that optimize customer value. Consistently made significant contributions towards achieving business goals through effective relationship management.
Overview
5
5
years of professional experience
Work History
Key Relationship Manager
aviva life insurance company
Chennai
06.2024 - Current
- Identified and qualified potential customers through outbound calling.
- Developed effective scripts for making cold calls, managing conversations, and overcoming objections.
- Assisted with marketing campaigns to drive lead generation initiatives.
- Assisted clients in selecting appropriate coverage options for their needs.
- Generated leads through cold calling, networking, referrals, and other marketing initiatives.
- Reviewed insurance policies periodically to make sure they meet customer needs.
Assistant Branch Manager
aviva life insurance company
Chennai
06.2023 - 05.2024
- Developed and implemented portfolio strategies to meet clients' short-term and long-term financial goals.
- Monitored investments, identified risks, and managed portfolio performance through regular reviews.
- Provided advice on investment opportunities based on individual client profiles.
- Built and presented investment proposals for clients.
- Met with clients on regular basis to discuss market trends, portfolio adjustments and performance details.
- Reviewed and rebalanced client portfolios to adhere to client investment limits.
Client Account Manager Level 4 & 5
aviva life insurance company
Chennai
05.2022 - 06.2023
- Greeted customers and provided prompt, courteous service.
- Assisted with customer inquiries, complaints, and requests for information regarding insurance policies.
- Processed new policy applications and updated existing policy documents.
- Responded promptly to emails and phone calls from customers seeking assistance.
- Investigated discrepancies between actual charges and expected premiums.
Senior Financial Sales Manager
future generali life insurance company
Chennai
03.2021 - 04.2022
- Developed and implemented sales strategies to meet organizational objectives.
- Conducted market analysis to identify potential new customers and opportunities for growth.
- Conducted comprehensive reviews of existing policies, making recommendations for improvement or changes.
RO / SRO / RM / ERM
CANARA HSBC LIFE INSURANCE COMPANY LIMITED
Chennai
06.2019 - 02.2021
- Developed and executed lead generation strategies to increase qualified leads by 20%.
- Created and implemented effective lead nurturing campaigns with email marketing, content marketing, webinars, and other tactics.
- Optimized the Lead Scorin process for better segmentation of prospects into different stages of the funnel.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
Education
MBA - GENERAL
DANIEL THOMAS MATRICULATION HIGHER SECONDARYSCHOOL
CHENNAI04-2020
Skills
- Meeting facilitation
- Overcoming Objections
- Competitor Analysis
- Pipeline Management
- Relationship building and management
- Wealth management portfolios
- Referral Screening
- Client acquisition
Accomplishments
AVIVA LIFE INSURANCE COMPANY LTD
- AWARD OF EXCELLENCE - INTERNATIONAL TRAINING CONVENTION JAS 22 PHUKET - DOUBLE TICKET QUALIFICATION
- AWARD OF EXCELLENCE - INTERNATIONAL TRAINING CONVENTION OND 22 VITENAM - DOUBLE TICKET QUALIFICATION
- AWARD OF EXCELLENCE - INTERNATIONAL TRAINING CONVENTION JFM 23 ALMATY - DOUBLE TICKET QUALIFICATION
- BLUE RIBAND AMBASSDORS - FOR AN OUTSTANDING & CONSISTENCY PERFORMANCE DURING YEAR 22-23 - HELD IN LONDON
- BLUE RIBAND AMBASSDORS - FOR AN OUTSTANDING & CONSISTENCY PERFORMANCE DURING YEAR 2-23 - 24 IN CAPETOWN SOUTHAFRICA
- ENDSORED BY ASIA PACIFIC CEO & INDIAN CEO OF AVIVA PLC GLOBALLY - CEO CHALLENGE DURING JAN 23 &FEB 23
- APART OF ELITE MDRT CLUB 23-24 FINANCIAL YEAR
- AWARD OF EXCELLENCE - DOMESTIC TRAINING CONVENTION HYDERBAD - QUALIFICATION - JAS 2023
- AWARD OF EXCELLENCE - ZONAL TRAINING CONVENTION - QUALIFICATION - JFM 24 / SECURED SUPER SLAB INCENTIVE - 5 LAC ON MARCH 2024
- DINING WITH CEO / CDO / NH - WITH TOPPING PAN INDIA TOPPER - ELITE CLUB
FUTURE GENERALI LIFE INSURANCE COMPANY
- AWARD OF EXCELLENCE - RETAIL NOP CHAMPIONS 21-22
- AWARD OF EXCELLENCE - DOMESTIC CONVENTION 21 OND - KASHMIR
CANARA HSBC OBC LIFE INSURANCE COMPANY LIMITED
.
- DST H1 MEET JAN 2020 - RANK NO -4 - PINNACLE AWARD OF EXCELLENCE
- STAR OF THE QUARTER DST H1 MEET 2020 - RANK NO 2 IN PAN INDIA
- PINNACLE AWARD - NOP CHAMPIONS / TRADITIONAL MIX
- SECURED 4 PROMOTION IN A ROW OF 6 MONTH
- QUALIFICATION PHUKET 2019 - JAS
- QUALIFICATION OF DUBAI 2019 - OND
- QUALIFICATION OF BALI 2020 - JFM
Timeline
Key Relationship Manager
aviva life insurance company
06.2024 - Current
Assistant Branch Manager
aviva life insurance company
06.2023 - 05.2024
Client Account Manager Level 4 & 5
aviva life insurance company
05.2022 - 06.2023
Senior Financial Sales Manager
future generali life insurance company
03.2021 - 04.2022
RO / SRO / RM / ERM
CANARA HSBC LIFE INSURANCE COMPANY LIMITED
06.2019 - 02.2021
MBA - GENERAL
DANIEL THOMAS MATRICULATION HIGHER SECONDARYSCHOOL
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