Summary
Overview
Work History
Education
Skills
Accomplishments
Declarations
Timeline
Generic
KARTHICK B

KARTHICK B

EXECUTIVE BANCASSURANCE MANAGER
Chennai

Summary

Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

6
6
years of professional experience

Work History

Executive Bancassurance Manager

HDFC LIFE INSURANCE
Chennai
07.2018 - Current
  • Organized presentations at bank branches to promote Bancassurance products, educating both bank employees and customers on benefits of these offerings.
  • Collaborated with bank branch staff to identify cross-selling opportunities for insurance products within existing customer base.
  • Developed pipeline of potential customers through 100% Calling from existing customer data and maturity/Renewal data.
  • Managed diverse portfolio of clients from various backgrounds and industries, adapting sales approaches to suit their unique needs and preferences.
  • Enhanced product knowledge by attending regular training sessions, staying updated on industry trends, and participating in webinars to ensure accurate information was provided to clients.
  • Analyzed customer needs to provide customized insurance solutions.
  • Met with customers to provide information about available products and policies.
  • Handled Imperia/Preferred customers of HDFC BANK.
  • Developed and implemented business strategies to achieve business goals and stay competitive.

Education

BSC computer science -

Sri Ram College of Arts And Science
Chennai
04.2018

HSC -

Kalaimagal Matriculation Higher Secondary School
Chennai
03.2014

SSLC -

Kalaimagal Matriculation Higher Secondary School
Chennai
03.2012

Skills

  • Quotes and sales

  • Business planning

  • Life insurance

  • Problem-Solving

  • Excellent Communication

  • Teamwork and Collaboration

  • Flexible and Adaptable

  • Self-Motivated

  • Multitasking Abilities

  • Analytical and Critical Thinking

  • Dependable and Responsible

Accomplishments

  • Multiple promotion as follows.
  • Joined as Sales development manager in 2018 July.
  • Got promoted as Corporate agency manager in 2019 Oct.
  • Got promoted as Sr.Corporate agency manager in 2021 Apr.
  • Got promoted as Bancassurance Manager in 2022 Apr.
  • Got promoted as Sr.Bancassurance Manager in 2023 Apr.
  • Got promoted as Executive Bancassurance Manager in 2024 Apr.
  • Qualified for Multiple abroad trips and Domestic trips by meeting sales targets.
  • Recognised multiple times as Employee of the year and quater between 2018 to 2024

Declarations

Declaration: I hereby declare that the details furnished above are true and correct to the best of my knowledge and belief and I undertake to inform you of any changes therein, immediately. In case any of the above information is found to be false or untrue or misleading or misrepresenting, I am aware that I may be held liable for it.

Timeline

Executive Bancassurance Manager

HDFC LIFE INSURANCE
07.2018 - Current

BSC computer science -

Sri Ram College of Arts And Science

HSC -

Kalaimagal Matriculation Higher Secondary School

SSLC -

Kalaimagal Matriculation Higher Secondary School

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KARTHICK BEXECUTIVE BANCASSURANCE MANAGER