Summary
Overview
Work History
Education
Skills
Interests
Accomplishments
Disclaimer
Timeline
Generic

Milord Geddam

10 years experience as Sales Manager in Insurance and Banking sector
1-321/1, Near Jessy Kids School, Muralihill, Bommuru, Rajahmundry Rural,AP

Summary

10 years of experience in client & bank relationship management in sales & marketing Excellent team leading skills and channel management. An Out-of-the-Box thinker with a proven track record of increasing revenues, streamlining work-flow, evolving effective operational procedures and creating a team work environment to enhance productivity innovatively for organizations. Demonstrated abilities in promoting products/ solutions through direct marketing/ brand promotion activities. Adopt in devising & executing training &development programs as per the requirements of the bank branches. Excellent skills in communication & presentation with proven abilities in motivated banks' staff towards achieving organizational goals.

Overview

10
10
years of professional experience
2
2
Languages

Work History

Senior Sales Manager - L1 Team Lead

Bharti Axa Life Insurance Co.Ltd
02.2024 - 11.2024


  • Developed a high-performing sales team through targeted recruitment, comprehensive training, and ongoing mentorship.
  • Inspire, motivate, and train the team by systematic goal setting, giving rewards, and providing timely feedback.
  • Providing conflict resolution involves decision-making and reporting MIS to management.
  • Increased overall sales revenue by implementing effective sales strategies and building strong client relationships.

Relationship Manager - Retail Branch Banking

Indus Ind Bank Ltd
09.2023 - 01.2024
  • Branch banking, retail banking operations, due diligence, team management, channel partner management, sales and marketing, and promoting banking products and services.
  • Increasing the existing CASATD book size, and cross-selling revenue products.
  • Building relationships with HNI clients, delivering responsibilities of fee generation.
  • Solution-oriented approach with excellent relationship management skills.
  • Handling customer queries face-to-face, over the phone, or via correspondence.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Maintained knowledge on banking products and distribution to provide optimal service support.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.

Business Development Manager- Bancassurance - SBI

SBI Life Insurance Company
11.2020 - 08.2023
  • Responsible for State Bank of India branches to build relationships with branch heads and staff toward business target achievement.
  • Cross-selling of assets, mutual funds, and CASA products.
  • Maintaining a relationship with the bank's CVE Manager and Regional Manager for business growth and persistency achievement to generate high fee revenue, and providing MIS reports on a daily basis.
  • Mobilization of liability insurance for all HL, EL loans.
  • Providing customer service and claim settlements.
  • Strengthening the relationship with Branch Managers will enable branches to qualify for various campaigns from time to time.
  • Generated new business with marketing initiatives and strategic plans.

Business Development Manager Bancassurance Channel

India First Life Insurance Co Ltd
12.2018 - 11.2020
  • Responsible for Andhra Bank and Bank of Baroda branches, and building relationships.
  • Conducting marketing activities along with the team and bank branches.
  • Strengthening the relationship with Branch Managers will enable branches to qualify for various campaigns from time to time.
  • Mentoring, training, and development of the team to ensure sales and operational efficiency.
  • Cross-selling of assets, mutual funds, and CASA products.
  • To achieve better revenue, we are focusing more on persistency.
  • Providing insurance services to the bank's walk-in customers in an efficient and effective manner.
  • Scrutinize the claim documents to ensure a quick settlement.
  • Provide timely support to the customers.

Financial Sales Manager -Banca Channel- YES BANK

Max Life Insurance
06.2015 - 11.2018
  • Handling YES Bank branches and building relationships.
  • Conducting marketing activities along with the bank team and bank branches.
  • Strengthening the relationship with Branch Managers will make branches qualify for various campaigns from time to time.
  • Mentoring, training, and development of the team to ensure sales and operational efficiency.
  • Focus on persistency to help high fee revenue for the branch
  • Cross-selling of assets, mutual funds, and CASA products

Sales Development Manager- Bancassurance

HDFC Life Insurance
07.2014 - 06.2015
  • Taking care of HDFC Bank and building relationships with the branches.
  • Training and development of the bank staff to ensure sales and revenue efficiency.
  • Collaborated with sales, marketing and other internal teams to meet shared goals.

Education

MBA - Finance & Marketing

Andhra University
Vizag
01.2014

B.com - Accounting And Finance

Andhra University
Rajahmundry, India
04.2001 -

Skills

MS office

Interests

Listening Music, Playing drums, Travelling and Meeting friends

Accomplishments

  • Achieved RD HONOUR AWARDS under Wild Card Entry in Welcome President Campaign during MAR 2022 & 2023
  • Achieved MD HONOUR Award in Meet the Legends Campaign in NOV 2021.
  • Qualified for DOMESTIC TRIP with RD HONOUR by doing 43Lakhs NB in MAR 2021.
  • Qualified RM HONOUR & RD HOUNOUR Awards in Grand finale Leap to success Campaign during Mar 2021
  • Achieved MD HONOUR AWARD by doing 40Lakhs new business in Feb 2021
  • Achieved Champions League and qualified for international trip for the financial year 2017-2018.
  • Achieved highest fee revenue generation year on year from 2015 to 2018.
  • Achieved Certificate of Best Persistency in the financial year 2015-16, 2016-17 & 2017-18.
  • Got promotion in Max Life Insurance Co Ltd

Disclaimer


( G.Milord)

Place: Rajahmundry 

Date:

Timeline

Senior Sales Manager - L1 Team Lead

Bharti Axa Life Insurance Co.Ltd
02.2024 - 11.2024

Relationship Manager - Retail Branch Banking

Indus Ind Bank Ltd
09.2023 - 01.2024

Business Development Manager- Bancassurance - SBI

SBI Life Insurance Company
11.2020 - 08.2023

Business Development Manager Bancassurance Channel

India First Life Insurance Co Ltd
12.2018 - 11.2020

Financial Sales Manager -Banca Channel- YES BANK

Max Life Insurance
06.2015 - 11.2018

Sales Development Manager- Bancassurance

HDFC Life Insurance
07.2014 - 06.2015

B.com - Accounting And Finance

Andhra University
04.2001 -

MBA - Finance & Marketing

Andhra University
Milord Geddam10 years experience as Sales Manager in Insurance and Banking sector