K THARANI
Coimbatore
Summary
As a Bancassurance Sales Executive, responsible for generating business through Branch Staff and through walk-ins at Branches. Imparting product training to the bank staff on concepts of general insurance and new product introductions.Exceeding sales goals and driving revenue growth. Proven track record of successfully managing a team of sales professionals and cultivating strong client relationships. Skilled in developing sales strategies, identifying new business opportunities, and closing deals. Strong leadership, communication, and negotiation skills.
Overview
10
10
years of professional experience
Work History
SENIOR CORPORATE AGENCY MANAGER
HDFC Life Insurance
Coimbatore
01.2025 - Current
- Conducted market research to determine the potential of new products or services.
- Created financial plans for clients and monitored their progress.
- Identified opportunities for process improvement initiatives within the agency.
- Provided training sessions on company policies and procedures for employees.
- Collaborated with staff members on various projects aimed at increasing customer satisfaction levels.
- Established effective communication channels between internal teams and external partners and clients.
Business Sales Manager
Bajaj Allianz Life Insurance
01.2024 - 12.2024
- Managing a team of sales representatives and providing guidance and support
- Presenting sales reports and forecasts to senior managements
- Building and maintaining relationships with clients and understanding their needs
- Identifying new business opportunities and markets to expand the customer base
- Training and coaching sales staff to improve their skills and performance
- Provided technical support and training to internal staff on product knowledge.
Executive Relationship Manager
Bajaj Allianz Life Insurance
03.2023 - 01.2024
- Develop and maintain relationships with key executives or decisionmakers at client companies.
- Collaborate with sales teams to identify new business opportunities within existing accounts.
- Conduct regular meetings and checkins with clients to ensure satisfaction and address any issues that may arise.
- Create and deliver presentations or proposals to clients that showcase the value of the companys products or services.
- Monitor client accounts for any changes or developments that may impact the relationship.
- Work crossfunctionally with internal teams, such as customer success, marketing, and product development, to support client needs and drive business results.
Accounting Assistant Manager
Bulemount Casting Pvt Ltd
09.2019 - 02.2022
- Regularly collect employee data and update records to ensure payroll accuracy
- Help onboard and train new hires on company's accounting systems
- Oversee 6 accounting assistants and address any escalated issues
- Help accountants prepare financial reports and perform annual audits
- Provided general administrative assistance and prepared financial documents for the accountancy team
- Responded politely and efficiently to accounting queries from colleagues and the public
- Carefully followed company's data protection protocols
Account Assistant Manager
RR Housing India Pvt Ltd
06.2015 - 03.2016
Education
BCom - Retail Marketing
PSG Arts and Science College
05.2015
Skills
- Sales
- Customer Service
- Relationship Building
- Insurance Product Knowledge
- Goal Setting
- Achievement
- Team Collaboration
- Account Development
- Record-keeping
Awards
- Awarded for remarkable performance in IB Region Star, Bajaj Allianz Life Insurance
- Awarded for exemplary performance in selling life insurance policies, Bajaj Allianz Life Insurance
Languages
- English
- Tamil
- Telugu
- Kannada
Personal Skills
- Ms Office
- Flexible
- Effective Team Player
- Team Work
- Motivation
Timeline
SENIOR CORPORATE AGENCY MANAGER
HDFC Life Insurance
01.2025 - Current
Business Sales Manager
Bajaj Allianz Life Insurance
01.2024 - 12.2024
Executive Relationship Manager
Bajaj Allianz Life Insurance
03.2023 - 01.2024
Accounting Assistant Manager
Bulemount Casting Pvt Ltd
09.2019 - 02.2022
Account Assistant Manager
RR Housing India Pvt Ltd
06.2015 - 03.2016
BCom - Retail Marketing
PSG Arts and Science College