Maheswaran M
Trichy
Summary
Personable and dedicated customer service representative with extensive experience in industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.
Overview
16
16
years of professional experience
Work History
Senior Manager
Axis Bank LTD
Tiruchirappalli
08.2024 - Current
- Led cross-functional teams to enhance customer service strategies and operational efficiency.
- Delivered financial solutions to customers through tailored bank products.
- Delivered personalized service to existing and new customers in the branch environment.
- Acquired new customers via referral generation activities and targeted customer visits.
Senior Sales Manager
HDFC STANDAND LIFE INSURANCE PVT LTD
Tiruchirappalli
07.2010 - 09.2023
- Managed team of financial consultants, achieving targeted revenue growth.
- Led initiatives for financial consultant team, improving client engagement and retention strategies.
- Demonstrated consistent growth by achieving five promotions in 13+ years.
- Delivered insurance services across Tiruchirappalli District, enhancing community access to coverage.
Education
MBA - Human Resources Management & Marketing Management
St. Joseph's Institute of Management
Tiruchirappalli 04.2001 -
Bachelor of Commerce -
St. Joseph's College (Autonomous)
Trichy, 2Skills
- Operations management
- Operational efficiency
- Customer relationship management
- Effective communication
- Multitasking ability
- Self-Motivated
- Business Ethics Management
- Customer service
- Interpersonal Skills
Personal Information
- Date of Birth: 01/29/87
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Disclaimer
I hereby declare that all the details furnished above are true to the best of my knowledge and I hold myself liable for precedence, if any.
Achievements And Awards
- Winner of Axis Direct Monthly Milestone Achievement JAN 2026 From RBBH AXIS BANK
- MDRT Qualification In FEB 2026 achievement in AXIS BANK
- Regional Topper Top 10 Ranker Holder 2012-2013 Among Rest of Tamil Nadu
- 5 Promotions in HDFC Life Insurance achieved the Deputy Manager Grade
- Regional topper in Activation gets awards from National Heads in 2013-2014
- Two FLAG PROMOTIONS in Three Year Best Employee Awards in 2014-15
- Elite Aboard Trip Qualification BANGKOK in 2012 and another Qualification Ananda man islands in 2014
- Quiz Award Certificate Regional Meet in Chennai
- 12.12.12 Gold Medal Contest Winner in Topper Club
- Top club financial consultant consistently Performer awards in 2013
- 2015-16 First Fast Track MDRT CLUB created in Trichy from HDFC LIFE
- HDFC Life Renewed Club 'EVPGALAXY' Top 100 Employee among Qualified in Pan India
- 2015-16 Promotion Qualification achieved 183% all Grade promotion Target
- 2015-16 Wing of glory contest Qualified in BANGKOK Foreign Trip
- 2015-16 Contest of Bumper BONZAN Qualified from pan India top 50
- Top 3 Financial Consultant Qualified from Team of Foreign Trip to Europe country in Year 2015-16
- 2022-2023 Top 7 Financial Consultant Qualified as Top Club FC among the ROTN
Coursework
- NISM Series V-A Mutual Fund Distributors Continuing Professional Education Program
- NISM Certificate of Achievement completed 'The Courses of Investment Analysis and Portfolio Management'
- NISM Certificate of Achievement Completed 'The Course of Financial Market Beginners Module'
- Udemy Certificate of Completion 'Introduction to Financial Planning - CFP Certification'
Languages
Tamil
First Language
English
Proficient
C2
Timeline
Senior Manager
Axis Bank LTD
08.2024 - Current
Senior Sales Manager
HDFC STANDAND LIFE INSURANCE PVT LTD
07.2010 - 09.2023
MBA - Human Resources Management & Marketing Management
St. Joseph's Institute of Management
04.2001 -
Bachelor of Commerce -
St. Joseph's College (Autonomous)