Naveena M
Byndoor
Summary
Dynamic Priority Relationship Manager at Aditya Birla Sun Life Insurance, skilled in client acquisition and risk assessment. Proven track record in crafting tailored financial solutions, enhancing deal closures, and driving long-term wealth creation. Strong communicator and negotiator, adept at fostering relationships and achieving sales targets in competitive environments.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Priority Relationship Manager
Aditya Birla Sun Life Insurance
Mangalore
07.2024 - Current
- Enhanced insurance deal closings by effectively attracting new clients.
- Crafted customized financial goals designed to meet specific client requirements.
- Contributed effectively towards long-term wealth creation goals.
- Developed comprehensive financial security plans tailored to family needs.
Branch Acquisition Manager
Kotak Mahindra Bank
Mangalore
11.2021 - 07.2024
- Operation work and Sales Job Responsibilities as a Branch Acquisition Manager
- Acquire a CASA Numbers
- Sourcing of TPP Products (Mutual Funds, Demat, Insurance, Credit Card, GI
- Etc.)
- Provide a Fulfillment of Loan Requirement of the Customer (Personal Loan, Term Loan, Housing Loan, Working Capital Loan, LAP, LAS, BL-OD, CV - Loan and Agri Finance)
- Maximizing Numbers and Values of CASA
Sales Executive
Axis Bank Ltd (Quess Corp Ltd)
Kundapura
09.2020 - 11.2021
- Acquired additional clients for Swiping Machine.
- Enhanced payment infrastructure ensuring seamless digital operations.
- Expanded client base for banking operations.
- Facilitated the cross-selling of various financial services including savings accounts, current accounts, insurance products, loans, and credit cards.
Supervisor
HOTEL AMBIKA INTERNATIONAL
Byndoor
07.2018 - 09.2020
- Supervisor
- Customer Services
- Managed all aspects of hotel day-to-day activities.
Education
Degree -
GFGC Byndoor
Byndoor01.2018
P.U.C -
Jnanaganga PU College
Moodubelle, Udupi01.2015
S.S.L.C -
Govt High School
Udupi01.2013
Diploma In Computer Application - Windows, MS-Word, MS-Excel, MS Power Point, MS-Access, Nudi, Tally, Internet, Multimedia
Karnataka Computer Education
ByndoorSkills
- Client acquisition
- Risk assessment
- Team collaboration
- Effective communication
- Problem solving
- Negotiation skills
- Computer skills
- Selling skills
Roles And Responsibilities
- Acquire a CASA Numbers
- Sourcing of TPP Products (Mutual Funds, Demat, Insurance, Credit Card, GI. etc.)
- Provide a Fulfillment of Loan Requirement of the Customer (Personal Loan, Term Loan, Housing Loan, Working Capital Loan, LAP, LAS, BL-OD, CV - Loan and Agri Finance)
- Maximizing Numbers and Values of CASA
Disclaimer
I hereby declare that the information furnished above is true to the best of my knowledge.
Languages
- English
- Hindi
- Kannada
- Tulu
- Malayalam
Certification
- Tally ERP
- Diploma In Computer Application
Timeline
Priority Relationship Manager
Aditya Birla Sun Life Insurance
07.2024 - Current
Branch Acquisition Manager
Kotak Mahindra Bank
11.2021 - 07.2024
Sales Executive
Axis Bank Ltd (Quess Corp Ltd)
09.2020 - 11.2021
Supervisor
HOTEL AMBIKA INTERNATIONAL
07.2018 - 09.2020
Degree -
GFGC Byndoor
P.U.C -
Jnanaganga PU College
S.S.L.C -
Govt High School
Diploma In Computer Application - Windows, MS-Word, MS-Excel, MS Power Point, MS-Access, Nudi, Tally, Internet, Multimedia
Karnataka Computer Education
Similar Profiles
Renuka BhatiaRenuka Bhatia
Cluster Manager at Aditya Birla Sun Life InsuranceCluster Manager at Aditya Birla Sun Life Insurance
Mihir GokhaleMihir Gokhale
Assistant Manager, Secretarial & Compliance at Aditya Birla Sun Life Insurance Company LimitedAssistant Manager, Secretarial & Compliance at Aditya Birla Sun Life Insurance Company Limited
Adesh Jagannath DhumalAdesh Jagannath Dhumal
Group Sales Manager at Aditya Birla Sun Life InsuranceGroup Sales Manager at Aditya Birla Sun Life Insurance