Travelling
Manikanta k
Investment & Banking
Bangalore
Summary
Dynamic Private Banking Relationship Manager with a proven track record at Aditya Birla Sun Life Insurance Company. Expert in portfolio management and wealth management, enhancing client satisfaction through tailored financial advice. Strong team management skills foster collaboration, driving high performance and achieving significant client retention through proactive relationship building.
Overview
12
12
years of professional experience
5
5
Languages
Work History
Private Banking Relationship Manager
Aditya Birla Sun Life Insurance Company Limited
07.2025 - Current
- Enhanced client satisfaction by providing personalized banking services and financial advice tailored to individual needs.
- Strengthened client relationships with regular communication and proactive financial recommendations.
- Maintained up-to-date knowledge of market trends, enabling proactive portfolio adjustments in response to economic shifts.
- Monitored risk exposure across the entire private banking division, implementing measures to mitigate potential threats when necessary.
- Implemented effective cross-selling strategies, promoting relevant products and services to meet clients'' evolving needs.
- Managed high-net-worth clients'' portfolios, optimizing investment strategies for maximized returns.
Bancassurance Manager
HDFC Life Insurance Company Limited
06.2024 - 07.2025
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maximized performance by monitoring daily activities and mentoring team members.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
Territory Head Sales
Motor World Private Limited
12.2021 - 05.2024
- Self-motivated, with a strong sense of personal responsibility.
- Excellent communication skills, both verbal and written.
- Proven ability to learn quickly and adapt to new situations.
- Skilled at working independently and collaboratively in a team environment.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Worked well in a team setting, providing support and guidance.
Senior Corporate Agency Manager
HDFC Life Insurance Company Limited
03.2021 - 12.2021
- Worked closely with executive leadership to align department goals with overall company objectives.
- Developed strong relationships with corporate clients through attentive service and proactive problemsolving.
- Implemented training programs for the sales team, enhancing their skills and knowledge of products and services offered.
- Maintained up-to-date knowledge of industry trends as well as competitor offerings to better position agency services within the marketplace.
Sales Team Leader
Motor World Private Limited
06.2013 - 11.2020
- Boosted sales performance by implementing effective team training and coaching strategies.
- Mentored junior team members to develop their skills and advance their careers with the company.
- Managed a high-performing sales team, consistently achieving and surpassing set targets.
- Led weekly sales meetings to review performance metrics and develop action plans for continuous improvement.
- Consistently recognized as a top-performing Sales Team Leader, contributing to the overall success of the company.
Education
Bachelor of Commerce - Finance & Account
Bangalore University
BangaloreSkills
Compliance awareness
Cash management
Retirement planning
Portfolio management
Wealth management expertise
Insurance solutions
Teamwork and collaboration
Team management
Interests
Trekking
Fitness
Timeline
Private Banking Relationship Manager
Aditya Birla Sun Life Insurance Company Limited
07.2025 - Current
Bancassurance Manager
HDFC Life Insurance Company Limited
06.2024 - 07.2025
Territory Head Sales
Motor World Private Limited
12.2021 - 05.2024
Senior Corporate Agency Manager
HDFC Life Insurance Company Limited
03.2021 - 12.2021
Sales Team Leader
Motor World Private Limited
06.2013 - 11.2020
Bachelor of Commerce - Finance & Account
Bangalore University