Summary
Overview
Work History
Education
Skills
Languages
Accomplishments
Timeline
Generic
Anwesa Patro

Anwesa Patro

Hyderabad

Summary

Experienced customer service manager and marketing/sales professional with a proven track record of delivering high-quality service across diverse customer categories. Recognized for leveraging customer insights to maximize business potential. Skilled in resolving complex queries with comprehensive knowledge of banking products. Proficient in building brand loyalty through effective communication and personalized product recommendations. Postgraduate diploma in banking and management, AMFI certified, IRDAI certified, and trained at ICICI Manipal Academy, Bangalore. Strong leadership, communication, interpersonal, and presentation skills. Expert in business development, client relationship management, credit policies, and due diligence. Dedicated to achieving goals with a positive and service-focused approach.

Overview

5
5
years of professional experience

Work History

Training Manager

Tata AIA Life Insurance
Hyderabad
02.2023 - Current
  • Managing training and development objectives for assigned Partner branches/cluster to achieve sales and product mix targets, while planning and executing a comprehensive training calendar aligned with sales objectives and monthly priorities.
  • Embedding correct sales behavior and practices through consistent training aligned with company standards and regulations, collaborating closely with Tata AIA and Partner sales teams to strategize and implement training initiatives as per business needs.
  • Conducting regular visits to Partner branches to identify training needs, delivering targeted sessions as per calendar and requirements, and acting as a central point of contact for all training-related issues.
  • Analyzing market competition and TALIC product strengths to inform training content and sales strategies effectively, while monitoring and enhancing trainer performance to ensure continuous improvement.
  • Providing operational support by coordinating between Partner and TALIC’s Training & Performance Consulting team, and designing and circulating training-related MIS and reports to stakeholders as required.

Relationship Manager

SHRIRAM LIFE INSURANCE LTD
07.2022 - 02.2023
  • Managed and motivated a team of interns to achieve digital sales targets, including recruitment, training, and mentoring.
  • Presented internship programs to MBA/BBA college placement directors/officers, fostering relationships and expanding market presence.
  • Executed comprehensive business development strategies, demonstrating strong sales and marketing acumen to drive online sales and ensure brand compliance across communication materials.

Assistant Manager

HDFC ERGO GENERAL INSURANCE LTD
09.2021 - 07.2022
  • Achieving revenue and business targets by building and leveraging the partner relationships for a particular geographical territory
  • Building effective relationships with partners, providing training to partner associates in order to equip them with product knowledge
  • Building relationships with different channel partners in the assigned territory and identifying opportunities for enabling sales through partner
  • Leveraging different sales drivers like partner productivity to deliver quality & profitable growth
  • Coordinating with central teams to design and implement required interventions for specific partners

Deputy Manager (Customer Service Manager)

ICICI Bank
Hyderabad
06.2020 - 05.2021
  • Accountable for the daily error free cash transaction onsite cash deposit machine on daily basis
  • Locker access operations ,issuance of DD/PO, gold loan operations, initiating NEFT, RTGS, cheque deposit , Forex transactions(inward and outward remittance)
  • Handling the customer quarries and service requests within TAT
  • Opening and closing cash ,checking of vouchers with day end reports
  • Generation of leads and follow up of bank products such as FD, loan ,insurance and credit cards

Deputy Manager (as PB)

ICICI BANK
HYDERABAD
07.2019 - 06.2020
  • Cooperate with the team to ensure smooth functioning of the day to day activities of the branch
  • Communicate with potential customers by pitching various suitable products
  • Management of the lobby and efficient crowd management
  • Carry out efficient conversation with the customer to create leads for various products
  • Develop and execute action plans to drive profitability through effective branch operations and cross-selling initiatives, while enhancing customer satisfaction. Lead and inspire the team of Value Bankers (VB) to increase productivity and revenue generation. Monitor business operations to ensure compliance with regulatory standards, and make cost-effective decisions that enhance revenue generation and operational efficiency.

Education

Post Graduate Diploma in Banking And Management - Banking and Financial Support Services

Manipal University of Higher Education
Bengaluru, KA
11.2019

Bachelor of Technology - Computer Science

National Institute of Science And Technology
Brahmapur, OR
07-2017

12TH -

Centurian University Of TechnologyHSE Board
ODISHA
01.2011

10th -

Saraswati Sishu Vidya Mandir
Odisha
01-2010

Skills

  • Leadership
  • Team Management
  • Presentations
  • Communication
  • Training
  • Mentoring
  • Strategic Planning
  • Compliance
  • Brand Management
  • Event Hosting
  • Stakeholder Management

Languages

English
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Odia
Proficient (C2)
C2
Telugu
Beginner (A1)
A1

Accomplishments

  • Implemented a successful training program at Tata AIA, achieving high participant satisfaction and contributing to significant revenue growth, especially from term plan sales.
  • Hosted Tata AIA's annual day event, managing a crowd of 5000 attendees and earning commendation from the Vice President for effective event management and presentation skills, ensuring smooth logistics and a memorable experience for all participants.
  • Received multiple awards during my tenure at ICICI Bank, including recognition for achieving the highest sales in general insurance products and other revenue-generating products. Demonstrated effective sales strategies and exceptional customer relationship management skills.

Timeline

Training Manager

Tata AIA Life Insurance
02.2023 - Current

Relationship Manager

SHRIRAM LIFE INSURANCE LTD
07.2022 - 02.2023

Assistant Manager

HDFC ERGO GENERAL INSURANCE LTD
09.2021 - 07.2022

Deputy Manager (Customer Service Manager)

ICICI Bank
06.2020 - 05.2021

Deputy Manager (as PB)

ICICI BANK
07.2019 - 06.2020

Post Graduate Diploma in Banking And Management - Banking and Financial Support Services

Manipal University of Higher Education

Bachelor of Technology - Computer Science

National Institute of Science And Technology

12TH -

Centurian University Of TechnologyHSE Board

10th -

Saraswati Sishu Vidya Mandir
Anwesa Patro