PAVITHRA B
Chennai
Summary
Results-driven professional with 7.5 years of experience in business banking operations. KYC Analyst, Onboarding, CDD, EDD, and customer relationship management. Skilled in branch banking, customer handling, and cross-selling financial products. Adept at working in dynamic environments and ensuring seamless financial operations All types of insurance products.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Relationship Manager
Canara HSBC Life Insurance Company
12.2022 - 06.2024
- Managed life, health, and term insurance products.
- Oversaw bank channels across three nationalized bank branches (Canara Bank).
- Gained extensive knowledge of branch banking operations and customer handling.
- Implemented effective cross-sales strategies to enhance revenue.
Agency Development Manager
Exide Life Insurance Company
01.2022 - 08.2022
- Managed sales and training of 70+ insurance agents.
- Led and motivated agents to achieve business targets.
- Developed strong relationships with advisors and team leaders.
Operations Officer (Vendor Staff)
HDFC Bank – HDB Financial Services
12.2015 - 02.2020
- Conducted customer KYC verification and account processing.
- Managed various banking operations, including:
- New account creation, account modifications, and mandate additions.
- Signature verification, locker management, and tax waivers.
- Handling customer instructions, including NR to resident conversions.
- Ensured error-free documentation and seamless banking transactions.
Education
B.Sc. - Plant Biotechnology
Queen Mary’s College
Chennai01.2014
Skills
- Proficient in Flex cube Core Banking Software and IDEA Software
- Skilled in Microsoft Office Suite (Excel, Word, PowerPoint)
Certification
- Diploma in Computer Applications (DCA)
- Shorthand & Typing (English)
PERSONAL DETAILS
Languages Known: Tamil, English
Timeline
Senior Relationship Manager
Canara HSBC Life Insurance Company
12.2022 - 06.2024
Agency Development Manager
Exide Life Insurance Company
01.2022 - 08.2022
Operations Officer (Vendor Staff)
HDFC Bank – HDB Financial Services
12.2015 - 02.2020
B.Sc. - Plant Biotechnology
Queen Mary’s College
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