Lavanya M R
Ettumanoor
Summary
To attain a challenging position where I can utilize my skills and grow in a leading corporate environment with committed and dedicated professionals, which will enable me to explore my capabilities to the maximum for the growth of the organization. A quick leaner and team player to archive greater goals for the organization, self-motivated, sales and customer service expertise. Results-driven Relationship Manager with talent for building and maintaining strong client relationships. Skilled in identifying client needs, offering tailored financial solutions, and driving customer satisfaction. Adept at collaborating with cross-functional teams to deliver exceptional service and achieve business objectives. Committed to fostering long-term partnerships and generating revenue growth for organisation.
Overview
3
3
Languages
2
2
years of professional experience
Work History
Relationship Manager
HDFC LIFE Insurance
Kottayam, India
11.2025 - 01.2026
- Collaborated with team members to achieve target results.
- Built and maintained courteous and effective working relationships.
- Identified customer needs through effective questioning and recommended appropriate products.
- Listened intently to customers to identify upselling opportunities.
- Achieved company targets by implementing successful sales strategies.
Relationship Manager
PNB MetLife Insurance Company Ltd
Tiruvalla
08.2023 - 01.2025
- Generated business and revenue through cold calling new and existing customers.
Identified potential clients from leads produced by operations and call centre.
Sold life insurance products, enhancing customer portfolio and company growth. - Address service complaints and enhance customer retention while identifying sales opportunities for new product offerings and cross-selling initiatives.
- Contact customers to schedule appointments for team and drive sales for team members.
- Managed walk-in customer service and sales transactions in branch
- Built strong and positive relationships with customers by staying polite and helpful throughout interactions.
- Created sales and marketing strategies to increase customer base and enhance sales.
- Scheduled, arranged and attended meetings with customers to maintain trusting and long-lasting relationships.
Education
Bachelor in Arts - Degree
Annamalai University
Kottayam03-2025
Plus II - 12th Standard
Higher Secondary Board
Trivandrum03-2006
SSLC - 10th Standard
Secondary School Leaving Certificate
Trivandrum03-2004
Skills
- Customer service
- Ability to work in a team
- Ability to work under pressure
- Good time management
- Interpersonal Communication
- Client needs analysis
- Sales and results-focused
- Customer retention strategies
- Investment product knowledge
- Upselling
- Investment planning
- Financial planning
- Insurance solutions
Languages
Malayalam
English
Tamil
Hobbies and Interests
- Watching Movies
- Reading Malayalam Books
- Travelling
References
Roy Antony, PNB MetLife Insurance Company, 9895467760
Timeline
Relationship Manager
HDFC LIFE Insurance
11.2025 - 01.2026
Relationship Manager
PNB MetLife Insurance Company Ltd
08.2023 - 01.2025
Bachelor in Arts - Degree
Annamalai University
Plus II - 12th Standard
Higher Secondary Board
SSLC - 10th Standard
Secondary School Leaving Certificate