P Vinod Kumar
BANGALORE
Summary
Dynamic Relationship Manager at ICICI Prudential Life Insurance with a proven track record in financial analysis and customer relationship management. Successfully achieved monthly sales goals while enhancing client satisfaction through expert advice and effective communication. Skilled in lead generation and fostering loyalty, driving significant growth in client portfolios.
Overview
3
3
years of professional experience
Work History
Relationship Manager
ICICI Prudential Life insurance
BANGALORE
08.2023 - Current
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas
- Maintained accurate records of all client interactions within the company's CRM system.
- Identified opportunities for cross-selling and upselling financial products to meet clients' objectives.
- Managed portfolio of client accounts, ensuring high levels of satisfaction and loyalty.
- Provided expert financial advice to clients, enhancing their decision-making process.
- Resolved client issues and complaints promptly, maintaining trust and loyalty.
- Achieved and maintained a monthly sales goal of 15 to 25 lakhs.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
Sales and Marketing Intern
Homeosphere pvt ltd
BANGALORE
07.2022 - 09.2022
- Participated in brainstorming sessions to generate creative ideas for promotional materials.
- Managed databases of contacts, leads, prospects, and customers.
- Provided support to the sales team by responding to customer inquiries and complaints.
- Sourcing leads and enhancing sales performance.
- Participated in available company-sponsored training to develop and advance knowledge base and skill set.
Education
MBA - MARKETING
CMS BUSINESS SCHOOL- JAIN UNIVERSITY
BANGALORE04-2023
Bachelor of Science - BACHELOR OF COMPUTER APPLICATION
RAMAIAH COLLEGE OF ARTS SCIENCE AND COMMERCE
BANGALORE05-2021
PUC - Science
PRESIDENCY PU COLLEGE
BANGALORE05-2018
10 TH -
AIR FORCE SCHOOL
BANGALORE03-2016
Skills
- Customer relationship management
- Financial analysis
- Portfolio management
- Sales strategy
- Lead generation
- Communication skills
- Time management
- Leadership
- Teamwork and collaboration
ACHIEVEMENTS
- Participated in a national-level volleyball competition
- Best performer of the HOS conclave (Ipru)
- Participated in inter college entrepreneur vertical
- Organized entrepreneur vertical in college fest
PROJECTS
- Design studio - MBA project of coming up with a startup idea and developing the working model
- Green hotels - Understanding customer behavior and sustainability
Languages
Telugu
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
kannada
Proficient (C2)
C2
Timeline
Relationship Manager
ICICI Prudential Life insurance
08.2023 - Current
Sales and Marketing Intern
Homeosphere pvt ltd
07.2022 - 09.2022
MBA - MARKETING
CMS BUSINESS SCHOOL- JAIN UNIVERSITY
Bachelor of Science - BACHELOR OF COMPUTER APPLICATION
RAMAIAH COLLEGE OF ARTS SCIENCE AND COMMERCE
PUC - Science
PRESIDENCY PU COLLEGE
10 TH -
AIR FORCE SCHOOL
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