Geethaa S
Chennai
Summary
Branch Manager with exceptional drive and dedication to accomplishing business objectives and exceeding customer expectations 12+ year history of success in Banca Channel.Talented Branch Manager successful in managing highly effective teams with focus on account service and retention. Detail-oriented financial professional with 8 years of industry experience. Persuasive communicator with proactive approach to resolving account and customer service issues. Seasoned Financial Management professional with proven expertise in accounting processes, systems oversight and compliance reporting. Knowledgeable about AP/AR, contract administration, budgeting and all other aspects of successful financial operations. Talented team builder and supervisor with expertise to develop and maintain consistent, accurate and legal accounting structures. Highly motivated and Result-oriented person with 14+ years of experience in the commercial market industry. Skilled in developing and implementing insurance policies and procedures, managing teams, and handling customer inquiries and complaints. Proven track record of successfully achieving company targets and increasing customer satisfaction.
Overview
14
14
years of professional experience
Work History
Max Life Insurance Co Ltd
Elite Insurance Manager
Chennai
06.2020 - Current
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Assisted customers in selecting the right life insurance coverage for their needs.
- Conducted market research to identify potential new products and services.
- Advised clients on the tax implications of their investments and purchases.
- Prepared quotes for prospective customers based on their individual needs.
- Evaluated current financial situation of clients before recommending any policy changes.
- Upsold products to policyholders and potential new clients.
- Sold life insurance policies via telephone and assisted other agents with underwriting.
- Developed coordinated protection plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
- Evaluated individual and team business performance and identified opportunities for improvement.
- Motivated team members to consistently achieve or exceed performance expectations.
State Bank Of India
Retail Assets Manager - Bancassurance
Chennai
03.2016 - 06.2020
- Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
- Monitored financial performance of the branch on a monthly basis.
- Implemented internal control procedures to minimize risk exposure and maximize profitability.
- Maintained up-to-date knowledge of industry trends, competitive landscape and regulatory environment.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Grew business banking relationships through proactive outreach.
- Identified opportunities for process improvement initiatives within the branch.
- Coordinated preparation of external audit materials and external financial reporting.
- Analyzed actual financial results to budget, preparing variance reporting to functional groups.
- Consolidated business data into actionable metrics to simplify and highlight areas of concern and opportunity.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
Aditya Birla Health Insurance Co. Ltd
Senior Agency Manager
Chennai
02.2012 - 02.2016
- Provided effective leadership and management to a team of 35 employees.
- Assessed individual employee performance, identified areas for improvement, and implemented corrective action plans when necessary.
- Recruited qualified candidates to fill vacant positions within the team.
- Implemented new processes or systems that improved efficiency.
- Conducted regular employee performance evaluations to offer constructive feedback and solutions to propel improvements and growth.
- Coordinated and encouraged professional development among direct reports.
- Solved problems, handled escalated issues and mitigated risks.
- Motivated team members to consistently achieve or exceed performance expectations.
- Analyzed business performance data to identify areas of strength and improve areas of weakness.
- Designed, reproduced and distributed variety of training aids for onboarding team members.
Sulekha.com New Media Pvt Ltd
Team Leader
Chennai
11.2009 - 01.2012
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Maintained updated knowledge through continuing education and advanced training.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Achieved cost-savings by developing functional solutions to problems.
- Maintained schedule of class assignments to meet deadlines.
- Maximized passenger satisfaction by maintaining vehicles in safe and clean operating condition.
Education
Bachelor of Engineering - C.S.E
Meenakashi College Of Engg
Chennai 03.2009
Diploma - Computer Science And Engg
Lakshmi Narayana Polytechnic College
Dharmapuri03.2006
HSC
Avvaiyar Girls Higher Secondary School
Dharmapuri03.2001
Skills
- Team management
- Customer Service
- Insurance Policy Development and Implementation
- Claims Processing
- Data analysis
- Relationship building
- Award-Winning Professional
Industry Knowledge
- Lead Prospecting
- Results Oriented
- Home and Recreational Insurance
- Proactive team player
- Prospecting
- Property Insurance
- Market Trend Analysis
Languages
Tamil
First Language
English
Advanced (C1)
C1
Personal Details
Father’s Name : R.Sundaram.
Date of Birth : 10.03.1985
Nationality : Indian
Marital Status : Married
Passport No. : U4940553 /D.O.E (22.03.2030).
Permanent Address : No 236, Jeeva Nagar Main Road,Pallikarani,Chennai-600100.
Details
Place: Chennai SIGNATURE
Date: Geethaa.S
Timeline
Max Life Insurance Co Ltd
Elite Insurance Manager
06.2020 - Current
State Bank Of India
Retail Assets Manager - Bancassurance
03.2016 - 06.2020
Aditya Birla Health Insurance Co. Ltd
Senior Agency Manager
02.2012 - 02.2016
Sulekha.com New Media Pvt Ltd
Team Leader
11.2009 - 01.2012
Bachelor of Engineering - C.S.E
Meenakashi College Of Engg
Diploma - Computer Science And Engg
Lakshmi Narayana Polytechnic College
HSC
Avvaiyar Girls Higher Secondary School
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