MANJUNATHA VAGGANNI

• Collaborated with cross-functional teams to understand project requirements, identify test objectives, and define test strategies
• Developed test plans, test cases, and test scripts based on project specifications
• Executed test cases and reported defects using Mantis bug tracking system
• Conducted Unit , functional, regression, integration & Performance testing to ensure software quality
• Worked closely with developers to investigate and resolve issues, ensuring timely defect closure
• Participated in daily stand-up meetings, providing updates on testing progress and addressing project-related queries
• Documented test results, prepared test reports, and presented findings to project stakeholders
• Contributed to process improvement initiatives by suggesting enhancements to testing procedures and methodologies.

Technical Skills:

• Manual Testing: Proficient in manual testing methodologies and techniques.
• Test Planning: Experienced in creating test plans and test strategies based on project requirements.
• Test Case Development: Skilled in designing and documenting test cases for functional, regression, and integration testing.
• Defect Tracking: Familiarity with defect management tools such as Jira, Bugzilla, or Trello to log and track software issues.
• Test Execution: Capable of executing test cases, analyse results, and reporting defects.
• Test Documentation: Proficient in writing test reports, test summaries, and other relevant documentation.
• Bug Reporting: Ability to clearly and accurately document defects, including steps to reproduce and relevant environment details.
• Communication: Strong verbal and written communication skills for effective collaboration with development teams and stakeholders.

• Accountabilities: Maintaining good Relationship with mapped client.
• Acquisition of New Client (NTB).
• Offering wide range of product which suits to customer profile.
• Financial planning of existing customer and keep on updating portfolio, review their returns.
• Get the maximum share of bankable business to our bank through supporting short term and long term loans.
• Increase customer stickiness to Bank. Major Activities: 
• Service (Key result areas) product usage ratio, and increased RV .
• Reference from existing satisfied client. 
• Keep updating to client on New offerings (NFO, IPO, Bond and New FD interest rates , structured product).
• Review customer portfolio on regular intervals of time.
• Asset portfolio.
• Customer registration for service offerings. Key Result Areas:
• Customer contact ratio.
• No of clients (NTB) referred by existing client.
• Customer product usage ratio.
• Returns on complete portfolio.
• Customer asset usage ratio.

Key Skills

• Conducted outbound sales calls to prospective clients, effectively presenting banking products and services to meet their financial needs.
• Built and maintained a client base, cultivating long-term relationships and providing personalized financial solutions.
• Achieved and exceeded monthly sales targets through proactive lead generation, cross-selling, and relationship management.
• Collaborated with branch teams to coordinate and execute sales campaigns and promotions.
• Conducted financial needs assessments and provided appropriate product recommendations to clients.
• Ensured accuracy and completeness of sales documentation, contracts, and applications.

Accountabilities

• Conducting enhanced due diligence (EDD) from AML KYC perspective and updating details
• Having hands on experience on day to day banking transactions and products
• Ensuring efficient complaint management with appropriate query management raised by customers within specified turn around time
• Handling administrative, legal & customer issues
• Back up to Operations Head
• Single point of contact for all service related queries for customer relationships Maintaining compliance oriented files and adhering to banking policies
• Monitoring of high value financial transactions on fortnight basis
• Checking out end of day (EOD) reports of branch. Verification of day to day transactions like Transfers, Neft ,Rtgs, Cash transactions , Locker operations and other financial transactions Operations, Compliance and risk management
• Liabilities book mobilization through CASA portfolio growth by contacting portfolio customers
• Revenue generation for branch through cross sell of third party products like life insurance, general insurance, retail assets, forex transaction and other business banking products.

Key Skills :

Banking Operations: In-depth understanding of banking operations, including account management, deposits, withdrawals, cash handling, and transaction processing.

Sales and Business Development: Proven ability to identify and capitalize on sales opportunities, build and maintain client relationships, and meet or exceed sales targets.
Customer Service: Exceptional customer service skills with a focus on building long-term relationships, resolving inquiries, and addressing customer needs promptly and effectively.
Financial Products and Services: Extensive knowledge of a wide range of banking products, such as loans, mortgages, credit cards, and investment options.
Compliance and Risk Management: Proficient in adhering to regulatory requirements, ensuring compliance with policies and procedures, and mitigating risks associated with banking operations.
Team Collaboration: Strong team player with excellent communication and interpersonal skills, adept at collaborating with cross-functional teams to achieve shared goals.

Roles and Responsibilities

• Monitored sales team performance and provided training to help reach targets.
• Created and directed sales training and development courses to enhance team skills and performance.
• Created strategic sales plans, designed to increase sales, customer loyalty and market awareness.
• Generated monthly and annual sales reports to determine growth and areas requiring improvement.
• Increased profitability by developing pipelines utilisyse multiple marketing channels and sales strategies.
• Profiled, targeted and prospected territory within and beyond existing customer base to expand reach and revenue.
• Retained existing customers and substantially grew customer base, product line and sales volume.

Team Management and Leadership:

• Recruit, train, and mentor a team of insurance agents or advisors.
• Set performance goals, provide guidance, and motivate the team to achieve sales targets.

Sales Strategy and Business Development:

• Develop and implement sales strategies to drive business growth and maximize revenue.
• Identify target market segments, analyze customer needs, and develop customized insurance solutions.
• Generate leads, follow up with prospects, and convert them into policyholders.
• Conduct market research, competitor analysis, and stay updated on industry trends to identify new business opportunities.

Relationship Management:

• Build and maintain strong relationships with clients, ensuring high levels of customer satisfaction.
• Provide personalized insurance advice, conduct policy reviews, and offer appropriate coverage recommendations.
• Address customer inquiries, resolve complaints, and handle policy-related issues in a timely and efficient manner.

Sales Training and Development:

• Conduct training sessions to educate agents/advisors on insurance products, sales techniques, and industry regulations.
• Keep team updated on product knowledge, underwriting guidelines, and market trends.
• Provide ongoing coaching and support to improve sales skills and enhance performance.

Target Achievement and Reporting:

• Set sales targets for team and monitor individual and team performance against these targets.
• Track sales metrics, analyze data, and generate reports on sales performance, revenue, and market trends.
• Provide regular updates to senior management on sales activities, achievements, and challenges.

Cross-functional Collaboration:

• Collaborate with other departments, such as underwriting, claims, and customer service, to ensure seamless policy issuance, claims settlement, and customer support.
• Coordinate with marketing and product teams to develop effective promotional materials and campaigns.

Market and Product Knowledge:

• Stay updated on Exide Life Insurance products, policy features, and benefits.
• Monitor market trends, customer preferences, and competitor offerings to identify opportunities and provide feedback for product improvement.

Roles and Responsibilities

• Lead, mentor, and manage a team of stockbrokers, relationship managers, and support staff.
• Assign responsibilities, set performance goals, and provide regular feedback to team members.
• Conduct training sessions to enhance the knowledge and skills of the team.
• Develop and implement strategies to drive business growth, increase market share, and achieve revenue targets.
• Identify and pursue new business opportunities by actively engaging with clients, prospective investors, and high net worth individuals.
• Build and maintain strong relationships with existing clients, ensuring high client retention and satisfaction.
• Collaborate with the marketing team to promote company services, products, and offerings.