Mahesh Guru Arwenna
Mumbai
Summary
Analytical and detail-oriented professional with over 7 years of experience in the financial services industry, demonstrated expertise in customer relationship management and financial data analysis, coupled with strong problem-solving abilities.Committed to enhancing operational efficiency and safeguarding organizational interests. Known for keen ability to understand client needs and deliver tailored solutions, enhancing overall client satisfaction. Valued for team collaboration, adaptability to changing demands, and commitment to achieving results through effective communication and relationship-building skills.
Overview
8
8
years of professional experience
4
4
Languages
Work History
Key Relationship Manager
Tata AIA Life Insurance
01.2023 - Current
- Manage and strengthen customer relationships, ensuring high satisfaction and retention.
- Analyze financial patterns and detect anomalies to mitigate risk and ensure compliance.
- Drive cross-selling and upselling of insurance and investment products.
- Conduct financial needs analysis and recommend tailored solutions.
- Achieved consistent growth in policy sales and revenue contribution.
Financial Planning Manager
HDFC Life Insurance
01.2021 - 01.2023
- Assisted clients in achieving financial goals through customized financial planning.
- Reviewed financial documents to ensure compliance with regulatory guidelines.
- Provided solutions across life insurance, savings, investment, annuity, and health.
- Built and maintained long-term customer relationships, ensuring loyalty.
- Consistently exceeded sales targets with strong product expertise.
- Awarded Employee of the Quarter 2022 for top performance.
Financial Inclusion Officer
Pay Point India
01.2018 - 01.2021
- Maintained and analyzed transaction data to improve efficiency and detect irregularities.
- Supported account opening, branch operations, and sales coordination.
- Promoted government schemes (PMJJY & PMSBY) to enhance financial inclusion.
- Conducted field visits and collaborated with regional offices to strengthen customer service.
Education
B.Com. -
J.M Patel College of Commerce
Mumbai01.2017
HSC -
K.D Nagda College of Commerce
Mumbai01.2014
SSC -
Sanskradham Vidyalaya
Mambai01.2012
Skills
Accomplishments
- Employee of the Quarter 2022
- Employee of the Month
- MDRT Holder
- Goal Achiever (Won iPad)
- Won multiple international trips
Timeline
Key Relationship Manager
Tata AIA Life Insurance
01.2023 - Current
Financial Planning Manager
HDFC Life Insurance
01.2021 - 01.2023
Financial Inclusion Officer
Pay Point India
01.2018 - 01.2021
B.Com. -
J.M Patel College of Commerce
HSC -
K.D Nagda College of Commerce
SSC -
Sanskradham Vidyalaya
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