NAVEEN RAJA M
Devakottai
Summary
Proven achiever with a track record of sourcing new clients and cross-selling at ICICI Securities Ltd. Excelled in establishing strong client relationships and teamwork, highlighted by multiple appreciation certificates. Skilled in computer hardware and networking, alongside excellent communication abilities. Demonstrates a robust initiative in learning and taking on new responsibilities.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Assistant Sales Manager
AXIS BANK LTD
Devakottai
08.2021 - Current
- Every month, Moonshot achiever.
- Achieved cluster level Life Insurance Campaign
- Achieved Priority NOA Acquisition received an appreciation certificate from the Regional Head of Priority Banking.
- The qualifying GI campaign received an appreciation certificate from the Regional Head.
- Negotiated customer contracts and maintained relationships with existing clients.
- Resolved customer complaints in a timely manner while maintaining excellent customer relations.
SENIOR RELATIONSHIP MANAGER
ICICI SECURITIES LTD
TIRUNELVELI
06.2018 - Current
- New client sourcing.
- Mutual fund cross-selling.
- Life insurance.
- General insurance.
Intern
HINDUSTAN UNILEVER LTD
THANJAVUR
12.2017 - 05.2018
Education
MBA - Marketing & System
St.Joseph's institute of management
Trichy04.2018
B.SC - Mathematics
Ananda collage
Devakottai05.2016
HSC - Computer Maths
De.Britto HR.Sec.School
Devakottai06.2012
SSLC -
De Britto.Hr.Sec.School
Devakottai06.2010
Skills
- Good communication and interpersonal skills
- Ability to establish teamwork
- A strong willingness to learn new skills
- Initiative for taking on new responsibilities
- Computer hardware and networking
- Client relationships
- Teamwork and collaboration
- Fast learner
Certification
- National Institute of Securities Market (NISM), 05/01/18 - Present
- Insurance Regulatory and Development Authority (IRDA), 06/01/18 - Present
- HALL OF FAME, 04/01/19
- MUTUAL FUND CROSS SELLING, 07/01/20
- GOLD RUSH, 07/01/20
- GOOD SECRETARY, 01/01/15 - 12/31/18
Hobbies and Interests
- Bike riding
- Traveling
- Cooking
- Playing Badminton
- Playing cricket
Languages
- Tamil, Professional Working Proficiency
- English, Professional Working Proficiency
Personal Information
Date of Birth: 07/14/95
Timeline
Assistant Sales Manager
AXIS BANK LTD
08.2021 - Current
SENIOR RELATIONSHIP MANAGER
ICICI SECURITIES LTD
06.2018 - Current
Intern
HINDUSTAN UNILEVER LTD
12.2017 - 05.2018
MBA - Marketing & System
St.Joseph's institute of management
B.SC - Mathematics
Ananda collage
HSC - Computer Maths
De.Britto HR.Sec.School
SSLC -
De Britto.Hr.Sec.School
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