ARUN. R

• Built and maintained relationships with new and existing clients while providing high level of expertise.
• Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
• Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
• Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.

Achievement

• Felicitated by Branch Banking Head for family fiesta contest qualification.
• Qualified for MDRT wildcard entry in Dec 2024
• Qualified for RM conclave reloaded in Jan 2025
• Qualified for MDRT slab 1 in April 2025
• Earned incentive in Q4-2024 and Q1-2025

• Orchestrated the efficient management of SBI SME branches in the Kollam and Kottayam module, propelling the sale of SBI general insurance products through bank channels
• Conducted comprehensive training programs for banking personnel, equipping them with in-depth knowledge of SBI General Insurance offerings
• Devised and executed strategic marketing campaigns within the banking sector, resulting in a substantial upswing in business volume
• Fostered robust relationships with both customers and banking officials, consistently ensuring a high level of client satisfaction

Achievements:

• Earned the prestigious "Employee of the Month" recognition six times, a testament to unwavering dedication and exceptional performance
• Received an official commendation from the bank for surpassing the Region Fee Income Target in the year 2019
• Secured a notable 4-star rating for the fiscal year 2016-17 and maintained a commendable 3-star rating in 2018, 2019, 2020, 2021, 2022 and 2023 signifying consistent excellence in performance.

• Oversight of Federal Bank branches in the Kollam region
• Facilitating the sale of health insurance through the banking channel
• Conducting comprehensive training programs for bank staff on Maxbupa products
• Nurturing and maintaining strong relationships with clients and banking officials

Achievements:

• Successfully qualified for the prestigious "Dinner with the Country Head" contest
• Consistently excelled in various contests at the zone and region levels
• Achieved the third position in the Trivandrum zone for the last financial year, demonstrating exceptional performance
• I received appreciation for maintaining the top position in the region, underscoring dedication, and outstanding results.

• Spearheaded the acquisition of premium customers for the bank
• Prioritized customer-centric, need-based selling approaches
• Cultivated and strengthened customer relationships
• Mobilized deposits, including float balances and additional deposits from both residents and non-residents
• Developed lead generation and structured sales process models through the sales team's activities
• Executed cross-selling of third-party products, including Life Insurance (LI), General Insurance (GI), Mutual Funds (MF), and Fixed Deposits (FD)

Achievements:

• Achieved the 11th position nationally in savings account acquisition
• Attained the top position in Kerala for savings account acquisition
• Secured the number one position in the CASA48 contest for the months of July, August, and September in Kerala
• Received a certificate from the Executive Vice President and Branch Banking Head for outstanding performance in the southern region
• Earned an appreciation email from the country head for achieving SOP-1 in the very first month.

• Oversight of HDFC bank branches in Trivandrum
• Facilitating the sale of life insurance through the banking channel
• Conducting comprehensive training sessions for banking officials on insurance products
• Nurturing and maintaining strong relationships with both clients and banking officials

Achievements:

• Successfully qualified in contests at the national level, demonstrating a high level of competence
• Achieved the top position in NOPs (New Opportunity Pipelines) in the Trivandrum cluster in March 2013, highlighting exceptional performance and results.