Bethapudi Nelson
Visakhapatnam
Summary
Accomplished professional with significant experience in insurance operations and financial analysis. Demonstrated success in team leadership, facilitating cross-selling strategies, and ensuring compliance oversight, leading to improved service delivery and optimized team performance.
Overview
3
3
years of professional experience
Work History
Sr Financial Services Associate
Hdfc Sales Pvt Ltd
Visakhapatnam
01.2021 - 05.2024
- Managed life insurance product operations, enhancing overall productivity within team framework.
- Collaborated with home loan team, supervising six members to improve insurance sales performance.
- Supported team development through effective problem-solving and relationship-building strategies.
- Facilitated cross-selling initiatives for CASA accounts, insurance products, mutual funds, fixed deposits, and credit cards.
- Led team-building activities to foster collaboration and drive business results.
- Analyzed team challenges to implement solutions that boosted productivity.
- Maintained strong relationships with bank operations staff to support seamless service delivery.
Education
MBA - HR
Gonna Institute of Information Technology
Visakhapatnam05-2023
Bacon Computers - Commerce
TSR&TBK College
Visakapatnam 03-2020
Skills
- Leadership and people management
- Insurance operations
- Financial analysis
- Team collaboration
- Cross-selling strategies
- Compliance oversight
- Relationship management
- Customer service focus
- Sales techniques
- Team leadership
- Financial advising
- Problem solving
Languages
Telugu
First Language
English
Advanced (C1)
C1
Hindi
Advanced (C1)
C1
Accomplishments
- Highest FD Nominated Award
- JFM Award form 2023
- 100% Target Achiver Award
Timeline
Sr Financial Services Associate
Hdfc Sales Pvt Ltd
01.2021 - 05.2024
MBA - HR
Gonna Institute of Information Technology
Bacon Computers - Commerce
TSR&TBK College
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