ARUNPRABHU P
Bangalore
Summary
- MBA with 17 years of experience in Financial services and Branch Banking Sales.
- Global Sales work experience in leading Banks, Insurance companies & Stock Broking firms.
- Experience in customer facing roles and ability to thrive under pressure and work well with others within our organization as well as externally with prospective clients.
- Self-starter with strong verbal and written communication skill.
- Self-Motivation to learn new technology and products.
- Possess excellent presentation skill along with the ability to take the initiative developing sales opportunities.
- Smart working and Independent starter with capability of handling teams individually.
- Delivered Awards winning performance in the past company.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Financial Service Manager
HSBC Life (Singapore) Pte. Ltd (Formerly known as AXA Insurance Singapore pte ltd)
Singapore
11.2017 - 03.2024
- Responsible for driving and Managing Team for International Investments, Life Insurance and Health Insurance business.
- Achieving teams & personal quarterly sales targets and acquiring new customers through consultative selling of Investment products.
- Monitored team performance, tracked progress towards goals, identified areas of improvements and provide feedback to employees.
- Maintained relationship with existing customers by providing exceptional customer service.
- Coordinate teams for monthly meetings with clients in order to review their investments portfolios.
- Provided guidance to clients regarding investments, insurance policies, retirement planning and other financial services.
- Managed remote teams effectively, using virtual communication tools to maintain engagement and productivity.
IBFC - Financial Consultant -Insurance
Prudential Assurance Company Singapore Pte. Ltd
Singapore
10.2016 - 10.2017
- Life Insurance and Health Insurance business, achieving sales targets and acquiring new customers through consultative selling of Investment products.
- Created comprehensive financial plans that included retirement planning, cash flow analysis, estate planning and insurance coverage reviews.
- Researched and evaluated various investments, such as stocks, bonds, mutual funds, exchange-traded funds, commodities, options, futures contracts.
- Drafted presentations outlining proposed investment strategies for review by senior management prior to presenting them to clients.
- Educated clients on financial concepts related to investing in order to increase their knowledge base.
- Identified new business opportunities through networking and referrals.
- Facilitated estate planning and wealth transfer strategies to meet clients' legacy and philanthropic goals.
- Conducted regular financial planning workshops and seminars to attract new clients and educate the community.
- Provided recommendations for education funding, estate planning and insurance gap analysis.
Sales Executive - Credit Cards and Personal Loans
Emirates NBD Bank (Pact Employment Services)
Dubai
01.2016 - 09.2016
- Prospecting for new customers for Credit cards, Personal Loan products.
- Assisted customers with applying for new credit cards, making payments and updating personal information.
- Used cold calling and networking to sell products and services.
- Explained the features, benefits, rewards programs, and other incentives associated with each type of credit card offered by the company.
- Prepared regular reports on sales activities such as number of applications processed, approval rate.
- Provided detailed information on fees, interest rates, payment methods, rewards programs and other related topics.
- Resolved customer complaints in a timely manner while providing excellent customer service.
BOM -Manager - Retail Branch Banking
HDFC Bank
Bangalore
03.2012 - 01.2016
- Acquiring the potential HNI customers for bank CASA relationship as well as cross selling all banking products like Credit cards, Personal Loan, Auto Loan, Home Loan, Business Loan and all other wholesale assets.
- Supervising and monitoring branch transactions and sales in order to enhance the value of existing accounts and retention of existing portfolio.
- Supervise & monitor Personal Banker desk and contract sales staff, Branch administration, Lobby Management, Customer service to ensure walk in customers issue & Resolution of customer queries/complaints ensure quality customer service is delivered.
- Monitor Staff productivity and give guidance on improving the same in conjunction with the Branch Manager.
- Monitoring of dummy accounts, suspense accounts, deferred accounts, accounts payable/ receivable, Branch Operations and Audit Compliance.
- Authorize Personal Banker transactions, Corporate salaries processing, Cost Management and staff productivity, Responsible for Cash and Customer transactions at the Teller counters.
- Supervising all Non-Cash transactions like DD/MC, fund transfer etc, Penetration of Saving Accounts on non liability customers, Reconciliation and maintenance of suspense accounts register as per the required format.
- Generate business, cross sell and monitor cross sales of Personal Bankers, Ensure that all tellers are adequately trained on the Products of the bank.
Sr Relationship Manager
Destimoney Securities Pvt. Ltd
Bangalore
12.2010 - 02.2012
- Acquiring the potential HNI customers advising on their investments like Life Insurance, Mutual funds, and Demat a/c.
- Provide clients with personalized investment advice and financial planning services based on their financial goals, risk tolerance, and investment objectives.
- Execute buy and sell orders for stocks, bonds, and other securities on behalf of clients, ensuring accurate and timely transactions.
- Monitor client investment portfolios and regularly review their performance to make recommendations for adjustments or reallocation based on market conditions.
- Inform clients of new investment opportunities within the stock market.
- Proactively prospect and acquire new clients through networking, referrals, and marketing efforts to grow the client base.
- Comply with all regulatory requirements, such as licensing and registration, and ensure adherence to industry standards and ethical practices.
Relationship Manager
Globe Capital Market Pvt Ltd
Bangalore
10.2007 - 11.2010
- Responsible for New client Acquisition of trading accounts, ensure daily customer meeting & targets of Broking and TPP revenues.
- Ability to advise the clients from time to time based on the research advise.
- Executed buy and sell orders for clients based on their individual needs and objectives.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
- Maintained in-depth knowledge of market trends and competitor activities to advise clients effectively.
- Participated in networking events and industry conferences to attract new clients.
Accomplishments
- TOT 2023 Qualified Member (based on 2022 FYP collected more than S$2 Million).
- COT-2024 & 2021 Qualified Member (based on 2023 & 2020 FYP Collected S$1 Million).
- HSBC Life Singapore (Formally known as AXA Life Insurance Pte Ltd TOP Producer Awards (Qualified Member MDRT 2019, MDRT 2020, COT 2021, MDRT 2022, TOT 2023 & COT 2024).
- Published Top Producer Award details in HSBC Life & AXA Website.
- Published Top Producer Award details in Strait Times newspaper Singapore in 2019, 2020 & 2021,2022, 2023.
- Published Top Producer Award details in 45feet height Digital Banners in All over Singapore by HSBC Life.
- Summit Club Qualifier 2019, 2020 & 2021 in AXA Insurance (Singapore) Pte. Ltd.
- Won Award of Excellence Trophy for Outstanding Sales Performance for Insurance and TTP for April to September -2015 at HDFC Bank.
- Received appreciation Certificate for Digital products STP-Credit cards sales in Feb -2015 at HDFC Bank.
- Certificate for Jeldhi-5 outstanding Sales for Personal Loan Nov 2014 at HDFC Bank.
- Achieved Outstanding ("O" Rating ) in 2013-14 and Two times Exceed Expectation ("EE" Rating in 2012-13 and 2014-15 FY followed by promoted as 'Manager' grade at HDFC Bank.
- Star Performer Award for Lead Generation-Won award for 3 consecutive months from Jan to March -2014.
Academiccredentials
- MBA-Marketing & Finance (Master of Business Administration) 2005-07 (Full time) from Acharya Institute of Technology, Bangalore accredited by VTU University with First Class.
- B.sc Bio-Chemistry 2002-05 from Sree Narayana Guru College, Coimbatore accredited by Bharathiyar University with First Class.
- Plus two 2000-02 -Rajah's higher secondary School- Board of Kerala.
- S.S.L.C 1999-2000 -Rajah's higher secondary School- Board of Kerala.
Certification
- Certified CMFAS M5, M9, M9A and HI by MAS (Monetary authority of Singapore)
- Qualified 'IRDA Certificate' (Insurance Regulatory Development Authority) and 'NCFM Financial Markets' A Beginners Module.
Linguisticproficiency
English, Hindi, Malayalam, Tamil, Kannada & Telugu
Timeline
Financial Service Manager
HSBC Life (Singapore) Pte. Ltd (Formerly known as AXA Insurance Singapore pte ltd)
11.2017 - 03.2024
IBFC - Financial Consultant -Insurance
Prudential Assurance Company Singapore Pte. Ltd
10.2016 - 10.2017
Sales Executive - Credit Cards and Personal Loans
Emirates NBD Bank (Pact Employment Services)
01.2016 - 09.2016
BOM -Manager - Retail Branch Banking
HDFC Bank
03.2012 - 01.2016
Sr Relationship Manager
Destimoney Securities Pvt. Ltd
12.2010 - 02.2012
Relationship Manager
Globe Capital Market Pvt Ltd
10.2007 - 11.2010
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