Summary
Overview
Work History
Education
Skills
Interests
Professional Highlights
Declaration
Timeline
BHASKARAN P. B.

BHASKARAN P. B.

Indepedent Channel Partner
Palakkad

Summary

Looking forward to work in a challenging environment that allows me to deliver my personal skill for organizational growth.

Overview

22
22
years of professional experience
4
4
Languages

Work History

Independent Channel Partner

Nationalized Banks ( Canara )
01.2023 - Current

Working as a Direct Sales Agent (DSA) for home loans in Nationalized Banks ( Mainly Canara Bank ).

  • Connecting prospective home loan customers with the bank.
  • Sourcing potential clients from various builders and contractors.
  • Assisting with the loan application process and facilitating the documentation required for loan approval.

CREDIT LIFE RELATIONSHIP MANAGER

CANARA HSBC LIFE Ltd
05.2017 - 11.2022
  • Ensuring overall banking functions
  • Ensuring achievement of sales targets thru consistent relationship with channel partners.
  • Maintaining and increasing standards of customer service
  • Policy issuance and claim settlement
  • Ensuring Strict Compliance as per Industry standards & Norms
  • In bancassurance from 25/05/2017 to 11/11/2022 at CANARA BANK
  • Consistency in performance and achieved targets and taken promotion as per company policy.
  • Won various awards and recognitions

Regional Manager

GEOJIT BNP PARIBAS
07.2010 - 12.2016
  • Managing branches & Business associates in the region.
  • Maximizing sales and ensuring profitability.
  • Providing team with a stimulating and supportive environment.
  • Driving team performance.
  • Assisting clients for physical delivery and warehouse stock management.
  • Geojit Comtrade Ltd

Commercial In charge and chief cashier

BIG BAZAAR PALAKKAD
01.2007 - 04.2010
  • Handling a team of cashiers and maintaining the Overall billing process of the mall.
  • Maintenance & renewal of Commercial Licenses of the Mall for smooth functioning.
  • A Div of Future Value Retail Limited

accountant cum centre administrator

Ideal Diagnostics
01.2004 - 12.2006
  • Lab & Supplies stock Management & replenishment
  • Palakkad, Kerala

Education

B. Com -

CALICUT UNIVERSITY, Kerala

Skills

Relationship management

Channel development

Territory management

Marketing support

Interests

Travel & Photography

Professional Highlights

  • Independent work proficiency
  • Skilled in multitasking
  • Highly motivated, reliable, confident and committed to professional standards
  • Administration & Operation
  • Customer Service
  • Retail Banking & Insurance Industry
  • Team Management & Training
  • Clients & Vendor Profiling and Management

Declaration

I hereby solemnly declare that the above entries furnished by me are true to the best of my knowledge and belief.

Timeline

Independent Channel Partner - Nationalized Banks ( Canara )
01.2023 - Current
CREDIT LIFE RELATIONSHIP MANAGER - CANARA HSBC LIFE Ltd
05.2017 - 11.2022
Regional Manager - GEOJIT BNP PARIBAS
07.2010 - 12.2016
Commercial In charge and chief cashier - BIG BAZAAR PALAKKAD
01.2007 - 04.2010
accountant cum centre administrator - Ideal Diagnostics
01.2004 - 12.2006
CALICUT UNIVERSITY - B. Com,
BHASKARAN P. B.Indepedent Channel Partner