Dineshkumar S
Salem
Summary
Disciplined and insightful Banker and Financial Analyst with 9+ years experience on handling customer service and sales with multiple Financial Institutions. Also an enthusiast to learn core knowledge and implementing it for the development of company as well as mine.
Overview
12
12
years of professional experience
Work History
Associate Relationship Manager
TeamLease Services Limited
07.2024 - Current
- Revenue Impact: Successfully scaled business performance, achieving a premium collection of 11L in January 2026.
- Business Development: Driven growth through 2 new recruitments and 16 activations within the current fiscal cycle.
- Strategic Planning: Committed to organizational growth through consistent achievement of high-value business targets and sales excellence.
- Client Advisory: Specialized in the Indian banking and insurance landscape, focusing on Systematic Investment Plans (SIPs) and tailored financial solutions.
Preferred Relationship Manager
HDFC Bank
03.2023 - 10.2023
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Achieved goals for CASA onboarding and sale of bank products and services and exceeded performance metrics for customer service with branch lobby handling and regular outbound meetings.
Executive Senior Agency Partner
Kotak Life insurance
11.2021 - 09.2022
- Exceeded goals through effective task prioritization and great work ethic.
- Responsible for IRDA Certified Agents onboarding generation of Quality leads and conversion of Kotak Life Insurance Products.
Team Leader
SMC INSURANCE BROKERAGE PVT LTD
11.2020 - 09.2021
- Responsible for Motor insurance penetration through Agency vertical along with Health and Life insurance as a cross sell product
- Acquisition of New Agents to the portfolio and responsible for business activation, service, Payout discussion and Endorsement of policy wordings
- Had 200+ number of agents across Karnataka and Kerala who were CSC license holders and consolidators.
Relationship Manager
Coverfox Insurance Broking pvt ltd
09.2018 - 05.2019
- Virtual Relationship Manager for Tamilnadu Region working from Bangalore location, responsible for 200+ Motor insurance agents management with support of 5 Sales Manager Responsible for operational support of insurer portals (Reliance, FG, HDFC,TATA AIG, Bajaj, Bharti AXA, IFFCO, Edelweiss ,Universal sampo) Performed extended support on policy endorsement, payout discussion, reconciliation of back documents which leads to business development.
Personal Banker
HDFC Bank
05.2016 - 08.2018
- Managed portfolio of high-net-worth classic customers as primary contact for banking needs.
- Executed account management and performed financial analyses to optimize customer satisfaction.
- Conducted investment analysis and managed assets and liabilities effectively.
- Oversaw debit, credit, and prepaid card services to meet client expectations.
Executive Operations
Hexaware BPS
06.2014 - 10.2015
- Retained postpaid customers to minimize voluntary cancellations for Vodafone.
- Promoted to Tamil Nadu retention team within six months, enhancing career development and confidence.
- Gained valuable experience in customer retention strategies as a recent hire.
Education
HSC: Mathematics And Science -
Little Flower Hr. Sec. School
Salem, Tamil Nadu04.2010
SSLC -
State Board Little Flower Hr. Sec. School
Salem, Tamilnadu03.2008
Electrical And Electronics Engineering -
Mahendra Engineering College
Salem, Tamil Nadu04.2014
Skills
- Customer Relationship Building
- Marketing
- Company Processes and Procedures
- Time Management
Personal Information
- Date of Birth: 03/22/1993
- Nationality: Indian
- Languages Known : English, Tamil, Kannada, Hindi
- Marital Status: Married
- Title: Relationship Manager
Personality Traits
- Active Listener and communicator
- Smart worker and Good team player
- Effective dictator and presentation skills
- Interested on Knowledge sharing and Compliance handling
Disclaimer
I do, hereby declare that the information furnished above is true to my knowledge and belief.
Place :
Date : Dineshkumar S
Timeline
Associate Relationship Manager
TeamLease Services Limited
07.2024 - Current
Preferred Relationship Manager
HDFC Bank
03.2023 - 10.2023
Executive Senior Agency Partner
Kotak Life insurance
11.2021 - 09.2022
Team Leader
SMC INSURANCE BROKERAGE PVT LTD
11.2020 - 09.2021
Relationship Manager
Coverfox Insurance Broking pvt ltd
09.2018 - 05.2019
Personal Banker
HDFC Bank
05.2016 - 08.2018
Executive Operations
Hexaware BPS
06.2014 - 10.2015
HSC: Mathematics And Science -
Little Flower Hr. Sec. School
SSLC -
State Board Little Flower Hr. Sec. School
Electrical And Electronics Engineering -
Mahendra Engineering College