Manibharathi S
Senior Financial Services Manager
Chennai
Summary
Motivated and customer-focused professional with a proven track record in financial services and insurance sales. Adept at relationship building, cross-selling, and delivering exceptional service. Seeking a growth-oriented role to apply my experience in banking and insurance domains.
Overview
9
9
years of professional experience
4
4
years of post-secondary education
1
1
Language
Work History
Senior Financial Services Manager
ICICI Prudential Life Insurance Co. Ltd.
12.2024 - Current
- Company Overview: Bancassurance Channel (ICICI Bank)
- Partnered with ICICI Bank branches to drive insurance business.
- Educated staff/customers on insurance solutions and investments based on need analysis.
- Achieved over monthly/quarterly sales targets.
- Conducted training, joint calls, ensured compliance and after-sales service.
- Recognized for increasing branch-based referrals and business.
- Handling Retail, HNI and NRI clients
Phone Banker – Branch Banking
HDB Financial Services (HDFC Bank)
09.2017 - 11.2020
- Handled life and general insurance ,All kind of banking product sales and support.
- Navigated multiple banking systems simultaneously to access account information, process transactions, and update client records accurately.
- Cross-sold credit cards, loans and other bank products.
- Achieved and exceeded sales targets via tele-calling and walk-ins.
- Promoted to Imperia Desk (June 2019) for managing high-net-worth clients.
Operations Associate
Solaris Technology Services Pvt. Ltd.
08.2016 - 09.2017
- Managed US insurance back-office processes: renewals, claims, and issuance.
- Promoted to Quality Team within 6 months of joining.
Education
B.E. -
S.A. Engineering College
01.2012 - 01.2016
HSC - undefined
Tagore Matric Hr. Sec. School
SSLC - undefined
Tagore Matric Hr. Sec. School
Skills
- Business English Certificate (Grade A2) – Strong communication
- Sales, CRM, Cross-selling, Customer Engagement
Portfolio management
Relationship management
Teamwork and collaboration
Team management
Accomplishments
- Promoted to Imperia Desk (HDFC Bank) for top-tier performance.
- Early promotion to Quality Team (Solaris).
- Exceeded 100% sales targets qualified for international contest ICICI Prudential Life.
Extra-Curricular Activities
Kho-Kho (District Level Under 17 – 2nd Place, 2009–2010) Hockey (CM Trophy – 3rd Place, 2014–2015) Engaged in stock market trading
Disclaimer
I hereby declare that the above information is true and correct to the best of my knowledge and belief.
(ManiBharathi S)
Chennai
Timeline
Senior Financial Services Manager
ICICI Prudential Life Insurance Co. Ltd.
12.2024 - Current
Phone Banker – Branch Banking
HDB Financial Services (HDFC Bank)
09.2017 - 11.2020
Operations Associate
Solaris Technology Services Pvt. Ltd.
08.2016 - 09.2017
B.E. -
S.A. Engineering College
01.2012 - 01.2016
HSC - undefined
Tagore Matric Hr. Sec. School
SSLC - undefined
Tagore Matric Hr. Sec. School
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