Karthick Yogaraj
Senior Manager
73/A Sankarapuram Tuticorin
Summary
To build a growth oriented, mutually rewarding and exciting career with a professional organizational in the role of finance, Administration and customer support/service. Talented Manager with expert team leadership, planning, and organizational skills built during successful career. Smoothly equip employees to independently handle daily functions and meet customer needs. Diligent trainer and mentor with exceptional management abilities and results-driven approach.
Overview
20
20
years of professional experience
3
3
Certifications
2
2
Languages
Work History
Manager
HDFC Bank Ltd
2 2019 - Current
- Responsible for Liability and Asset budgets both on numbers and value
- Responsible for marketing and sales of all Financial products
- Handling of both operations and sales team with operations and sales staff reporting directly
- Team Handling: Management of direct and indirect reportees of 11 members
- Relationship Management with the HNI clients in all Segments of the Branch
- Responsible for regulatory and law compliance of the branch
- Has basic credit and documentation knowledge.
Deputy Cluster Manager
MaxLife Insurance Co Ltd
04.2017 - 01.2019
Sales Manager-Bancassurance
Axis Bank Ltd
04.2015 - 03.2017
Associate Sales Manager
Axis Bank ltd
06.2010 - 03.2015
- Team Handling Banc assurance channel -Axis Bank ltd Tiruneveli Cluster (15 Branches)
- Co ordinate with Axis Cluster Head, Branch heads& My Team Building the team of Good energetic and result oriented Relationship Associate / AssociateManager and motivating them to develop their careers and make them to achievetheir Targets
- Conducting lead generation activities and conversion of the same into sales
- To achieve the bank revenue targets as well as to achieve company targets in all parameters
- Customer Relationship building for future business
- To drive business by motivating & by having close relationship
- To train the Axis Bank staffs about the Max Life Insurance products
- To act as a bridge between Max Life & Axis Bank
- Pre / Post sales service.
Senior Financial Planning Consultant
MetLife India Insurance Co Ltd
06.2007 - 03.2010
- In charge of Life Insurance business in the branch
- To drive business by motivating & by having close relationship
- To get leads from staffs and converting it
- To train the staffs about the MetLife products to sell more efficiently
- To act as a bridge between MetLife & Axis Bank
- Making the branch to achieve targets
- Regular follow up of customers, logins & issuances.
Operations & Field Executive
Ruth Shipping Agencies Pvt Ltd
12.2004 - 05.2007
- Operation Team Management
- Handling the Freight Payment & Office management
- Management of office expenses
- Monthly Profit and loss reconciliation
- Bank statement daily reconciliation.
Education
Skills
Basic Knowledge in Computer Languages
Knowledge in Ms Office and Windows-XP
Team Leadership
Customer Relationship Management (CRM)
Strategic Planning
Certification
Diploma in Computer Application
Personal Information
- Father's Name: R Yogaraj
- Date of Birth: 10/09/1982
- Marital Status: Married
Valueprofile
- A competent professional with over 14 years diverse & dedicated experience in Corporate Banking, Retail Banking, Insurance Industry and General Operations.
- Have strong analytical skills with ability to follow project standards and decision-making capability
- Excellency in MS-Office applications such as Word, Excel, PowerPoint.
- Exceptional ability to quickly master new concepts and applications.
- Self-motivated and have excellent communication and interpersonal skills.
- Have experience in working on FINCALE software - Axis Bank
- Have experience in working on FLEXCUBE software - Hdfc Bank
Disclaimer
I hereby declare that the above-mentioned details are true to the best of my knowledge.
References
Available on Request
Timeline
Deputy Cluster Manager
MaxLife Insurance Co Ltd
04.2017 - 01.2019
Sales Manager-Bancassurance
Axis Bank Ltd
04.2015 - 03.2017
Associate Sales Manager
Axis Bank ltd
06.2010 - 03.2015
Senior Financial Planning Consultant
MetLife India Insurance Co Ltd
06.2007 - 03.2010
Operations & Field Executive
Ruth Shipping Agencies Pvt Ltd
12.2004 - 05.2007
Manager
HDFC Bank Ltd
2 2019 - Current
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