Puneeth R
Bangalore
Summary
Ambitious and results-driven professional seeking a challenging position in the sales and marketing field to utilize my interpersonal, analytical, problem-solving, and creative thinking skills. With a strong customer-centric approach, I aim to contribute to the organization's growth by building lasting customer relationships, identifying new market opportunities, and developing effective marketing strategies aligned with business objectives.
As a dedicated and experienced finance and Insurance professional with over 4 years of experience in Banking and Finance, I bring proven success in managing finances for mid-size commercial organizations.
Overview
5
5
years of professional experience
Work History
Key Relationship Manager
TATA AIA life insurance - HDFC BANK (Bancassurance)
BANGALORE
10.2023 - Current
- As a Key Relationship Manager in the HDFC Bank channel for Tata AIA Life Insurance, I was responsible for driving insurance sales through branch banking channels. My role involved managing and strengthening relationships with HDFC Bank staff and customers to achieve business goals. I provided personalized financial solutions by analyzing customer needs and recommending suitable life insurance plans. Additionally, I conducted regular training sessions for branch employees, equipping them with in-depth product knowledge and effective sales strategies.
- I successfully managed a portfolio of high-net-worth individuals (HNWIs) and other key customers, ensuring exceptional service delivery, and maintaining long-term relationships. My customer-centric approach enabled me to identify cross-selling and upselling opportunities, resulting in consistent achievement of sales targets. I also monitored the performance of insurance metrics, ensuring compliance with organizational standards, and contributing to the overall growth of the branch channel. My dedication to meeting client needs and exceeding expectations solidified my position as a trusted advisor in the insurance sales domain.
- As a Key Relationship Manager in the Virtual Relationship Management (VRM) channel for Tata AIA Life Insurance, I was responsible for driving insurance sales through HDFC Bank's digital and virtual banking platform. My role involved engaging with a portfolio of clients remotely, understanding their financial needs, and recommending tailored life insurance solutions to meet their goals.
- I collaborated closely with Virtual Relationship Managers (VRMs) at HDFC Bank, providing them with product knowledge, sales strategies, and regular updates on insurance offerings to enhance cross-selling opportunities. Utilizing a customer-centric approach, I effectively built trust and maintained strong relationships with clients through virtual consultations, ensuring seamless service delivery, and timely resolution of queries.
- By leveraging digital tools and analytics, I identified potential clients, tracked sales performance, and ensured a smooth onboarding process for new customers. My ability to drive virtual sales led to consistent achievement of sales targets, and contributed to the overall success of the VRM channel, showcasing my expertise in insurance sales within the evolving digital landscape.
Financial Service Consultant
ICICI Prudential Life Insurance - ICICI BANK (Bancassurance)
Bangalore
04.2021 - 09.2023
- Managed Wealth Management branches of ICICI Bank, overseeing a portfolio of 100+ clients, including HNIs (High Net Worth Individuals) and NRIs (Non-Residents of India).
- Delivered impactful product presentations and conducted in-depth knowledge sessions on equity markets, mutual funds, diverse investment options, insurance plans (life and general), traditional investments, and a comprehensive range of life insurance plans, tailored to align with clients' unique financial goals and objectives.
- Successfully handled more than eight branches, delivering training to bank staff, and ensuring operational excellence.
- Guided customers in financial planning, risk evaluation, and preparing financial forecasts to meet their investment goals.
- Established long-lasting business relationships with clients by maintaining a customer-centric approach.
- Achieved 125% of sales targets by year-end, demonstrating exceptional performance in sales and customer engagement.
- Played a pivotal role in life insurance operations, including monitoring and tracking key metrics.
- Delivered support across 34 banking services, ensuring customer satisfaction, and operational efficiency.
- Proactively ensured all classic customers within the portfolio were regularly contacted and serviced.
Trainee Customer Support Officer
Karvy DigiConnect Limited
Bangalore
07.2019 - 03.2020
- Handled customer queries and responsibilities for Treebo Hotels, ensuring prompt and effective resolution of issues while maintaining a high level of customer satisfaction.
- Built a strong rapport with clients by addressing their concerns with professionalism and providing tailored solutions, fostering trust and loyalty.
- Consistently received appreciation and positive feedback from clients for exceptional service and dedication throughout the service period.
- Successfully led and supported the team during challenging and critical periods, demonstrating strong leadership, problem-solving, and decision-making skills to maintain operational efficiency and team morale.
Education
MBA - HRM AND FINANCE
JAIN UNIVERSITY
Bangalore10-2024
B.Com - Finance & Accounts
CMR University
Bangalore06.2019
Grade 11+12 -
Cauvery Composite PU College
Bangalore03.2015
Grade 10 -
MES Kishore Kendra Public School
03.2013
Skills
Technical Skills - MS Excel, Tableau, Power BI, and SQL Financial Planning and Analysis Customer Relationship Management (CRM) Tools, Service support, Sales data analysis, Strategic planning ITR filing,
Personal (Soft) Skills - Problem-Solving, Leadership, Communication, Strategic Thinking, Relationship Building, Teamwork, Presentation, and Adaptability, New business generation
Hobbies and Interests
- Photography and Photoshop
- Outdoor games
- Fantasy sports
- Instrumental music
Projects
Study of Financial Analysis, 03/01/18, 04/01/18, Project work performed on a study of financial analysis on building materials at Shankara Buildpro in 4th semester BCOM. Departmental Study of an Organization, 03/01/17, 03/01/17, Underwent internship for a period of 2 weeks on departmental study of an organization at Hindustan Aeronautics Limited (HAL) Corporate Office 6th semester BCOM.
Project work performed on TITLE - A STUDY IMPACT OF STORE LAYOUT & STORE LOCATION ON SALES REVENUE WRT LEVIS APPAREL RETAIL OUTLET” on the Final semester of MBA (4th semester)
Languages
- English, Full Professional Proficiency
- Kannada, Full Professional Proficiency
- Telugu, Full Professional Proficiency
- Hindi, Full Professional Proficiency
Personal Information
Date of Birth: 15-06-1997
Affiliations
PERSONAL PROJECTS
Departmental Study of an Organization (03/2017 - 04/2017) Underwent internship for a period of 2 weeks on departmental study of an organization at Hindustan Aeronautics Limited (HAL) Corporate Office.
Study of financial analysis (03/2018 - 04/2018) Project work performed on a study of financial analysis on building materials at Shankara Buildpro.
Accomplishments
- Qualified for the Goa Trip Contest organized by the company, along with multiple domestic-level recognition programs.
- Received an appreciation letter for achieving 135% of the assigned target Year-to-Date (YTD).
- Awarded for achieving the overall YTD sales target for consecutive years (2021-2022 and 2022-2023) while working at ICICI Prudential Life Insurance.
Timeline
Key Relationship Manager
TATA AIA life insurance - HDFC BANK (Bancassurance)
10.2023 - Current
Financial Service Consultant
ICICI Prudential Life Insurance - ICICI BANK (Bancassurance)
04.2021 - 09.2023
Trainee Customer Support Officer
Karvy DigiConnect Limited
07.2019 - 03.2020
MBA - HRM AND FINANCE
JAIN UNIVERSITY
B.Com - Finance & Accounts
CMR University
Grade 11+12 -
Cauvery Composite PU College
Grade 10 -
MES Kishore Kendra Public School
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