Kota Teja Reddy
Business Partner
Bodhan,TG
Summary
Looking forward to joining an organization where I can leverage my skills and experience to complement companies’ vision, while sustaining my professional development through constant learning. Team handling training for the team.
Overview
11
11
years of professional experience
Work History
Business Partner
CRED-G FINTECH
NIZAMABAD
02.2024 - Current
- Developed strategic partnerships to enhance financial product offerings.
- Developed comprehensive training programs for new employees onboarding processes.
- Collaborated with closing departments to facilitate timely funding of loans.
- Processed interlibrary loan requests and tracked incoming and outgoing loans.
- Reviewed legal documents pertaining to commercial loans and leases.
- Prepared and submitted paperwork to lenders for approval of loans.
- Prepared documentation for closing of mortgage loans, including title insurance policies.
- Managed loan application pipeline to ensure timely processing of all loans.
- Advised customers on available options regarding their mortgage loans.
Associate Branch Sales Manager
SBI LIFE INSURANCE
Nizamabad
10.2023 - 01.2024
- Recruitment of Relationship managers
- Drive for Agency recruitment
- Train Employees about company policies and rules
- Motivate for career growth in Insurance sector.
Sr. Area Business Manager
HDFC LIFE INSURANCE COMPANY LTD
Nizamabad
02.2019 - 08.2023
- Recruitment of agency channel Advisors team.
- Planning and Target setting for the advisors sales team.
- Achieving the monthly target and more effectively.
- Providing training and Monitor development of advisors sales team activating advisors on monthly basis.
- Involving in attending sales calls outside the office.
- Providing Leadership and Management for the team members.
- Formulating sales strategies for different products.
- Training, Motivating and Development of team members.
- Clarifying the customer Grievances.
- Periodically following up with customers.
- Convincing the customers and closing the deal.
BUSINESS CORRESPONDENT
STATE BANK OF INDIA
01.2015 - 01.2019
- PMJDY accounts opening
- SHG accounts opening.
- Completing of KYC details on Branch target Increase monthly Accounts and Deposits
- Executed strategic planning for the business development and profitability.
- Monitoring sales executive and helping them in lead generation.
- Loan accounts recovery
- Maintaining an excellent relationship with customers.
Education
B.Tech - Electrical, Electronics And Communications Engineering
Jawaharlal Nehru Technologicak University
Hyderabad08-2009
INTERMEDIATE -
USHODAYA JUNIOR COLLEGE
04-2005
SSC -
PRAGNA HIGH SCHOOL
05-2003
Skills
- Leadership qualities
- Staff training and development
- Negotiating
- Progressive attitude
- Building relationships
- Energetic
- Process implementation
- Basic knowledge in programming languages, like C
- Basic knowledge in programming languages, like C,
Accomplishments
- HDFC LIFE INSURANCE
- Promoted to Senior Area Business Manager in 03/2023
- Recruited 5 PTEs and 25 Life Planners
- Received an appraisal in 09/2022
- Goal sheet completed with 162% of WFYP
- Persistency completed with 87% in 2022-23
- EXIDE LIFE INSURANCE
- Recruited Financial Consultant Advisors
- Goal setting and financial planning for FCs
- Recruited 5 FCs and 48 Financial Advisors in my team
- Completed my PMS in 2019-2020, and I am on the appraisal list.
- Created 4 Silver Club Members and 10 Wealth Planners in my team
- Completed the PMS norms with 165%.
- Received a promotion to Senior Sales Manager in 09/2020.
- Awarded as the Top 3rd Sales Manager in WFYP and Coding in 2020-2021.
- Received a promotion to Group Sales Manager in 09/2021.
- Received the Shining Star Award from REVP for Top WFYP in the APT Region in Q1 & Q2.
- Completed my H1 Target with 178%.
- STATE BANK OF INDIA
- Completed KYC documentation for 475 accountants
- Opened 125 SHG Accounts
- Loans recovered from 35 NPA Accounts, totaling 25 Lakhs.
Hobbies and Interests
- Playing Badminton
- Cookery
- Listening music and surfing the internet.
- Engaging with new people
Disclaimer
I hereby declare that the above mentioned information is true and correct to the best of my knowledge.
Languages
- Hindi
- Telugu
- English
- Telugu
Personal Information
- Father's Name: Kota Subba Reddy
- Date of Birth: 11/04/88
- Nationality: Indian
- Religion: Hindu
Timeline
Business Partner
CRED-G FINTECH
02.2024 - Current
Associate Branch Sales Manager
SBI LIFE INSURANCE
10.2023 - 01.2024
Sr. Area Business Manager
HDFC LIFE INSURANCE COMPANY LTD
02.2019 - 08.2023
BUSINESS CORRESPONDENT
STATE BANK OF INDIA
01.2015 - 01.2019
B.Tech - Electrical, Electronics And Communications Engineering
Jawaharlal Nehru Technologicak University
INTERMEDIATE -
USHODAYA JUNIOR COLLEGE
SSC -
PRAGNA HIGH SCHOOL