RAPHAEL THOMAS
Bangalore
Summary
Dynamic individual with hands-on experience in business development and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals with analytical skills.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Relationship Manager
AGEAS FEDERAL LIFE INSURANCE CO LTD
02.2022 - Current
- Handling UHNI branches of FEDERAL BANK - BANGALORE NORTH REGION
- Top performer of Network II - Bancassurance
- Actioned managerial feedback quickly to achieve performance goals
- Implemented company strategy into CRM work, ensuring alignment with company goals
- Built and maintained existing customer relationships, acting as a trusted advisor regarding a variety of banking activities.
Senior Executive Client Relationship Manager
ADITYA BIRLA SUN LIFE INSURANCE LIMITED
12.2021 - 02.2022
- Senior Executive Client Relationship Manager in our HDFC Bank Relationship function
- HDFC VRM Channel Bangalore
- Delivered a high level of service to customers to build upon future relationships
- Conducted financial analysis to manage risks and benefits.
Relationship Manger
PNB METLIFE
10.2020 - 10.2021
- Worked in MET DIRECT channel
- Utilized expert negotiation and rapport-building skills to leverage relationships and increase sales
- He has delivered comprehensive product demonstrations to clients both face-to-face and via Zoom
- Created sales and revenue-generating opportunities in new markets to improve profit margins.
Financial Services Consultant
ICICI PRUDENTIAL LIFE INSURANCE COMPANY
07.2019 - 10.2020
- Financial service consultant in PSF - DIRECT MARKETING channel
- Directed development and implementation of business and product marketing campaigns
- Directed department operations to achieve key client and business objectives, aiding annual profit and performance growth
- Top performer from Kerala Region
Education
STRATEGIC MANAGEMENT -
Christ University
Bangalore, Karnataka05.2025
BCOM - Human Resources and Marketing Management -
Christ University
Bangalore, Karnataka08.2020
BIOMATHS -
SAHSS
Thrissur, Karnataka05.2018
Bio Maths -
Vijagiri Public School
Thrissur, Kerala03.2014
Skills
- Customer service
- Communication skills
- Time management
- Leadership
- Microsoft Office
- Complaint resolution
- Staff education and training
- Performance Management
- Continuous Professional Development(CPD)
- Strategic Planning
- Sales management
- Business Development
Certification
- Mutual Funds from NISM
- Certified in First Responder (CPR & First Aid)
- Certified in Microsoft Office
Languages
English
Advanced (C1)
Malayalam
Bilingual or Proficient (C2)
KANNADA
Intermediate (B1)
Tamil
Intermediate (B1)
Hindi
Intermediate (B1)
Timeline
Senior Relationship Manager
AGEAS FEDERAL LIFE INSURANCE CO LTD
02.2022 - Current
Senior Executive Client Relationship Manager
ADITYA BIRLA SUN LIFE INSURANCE LIMITED
12.2021 - 02.2022
Relationship Manger
PNB METLIFE
10.2020 - 10.2021
Financial Services Consultant
ICICI PRUDENTIAL LIFE INSURANCE COMPANY
07.2019 - 10.2020
STRATEGIC MANAGEMENT -
Christ University
BCOM - Human Resources and Marketing Management -
Christ University
BIOMATHS -
SAHSS
Bio Maths -
Vijagiri Public School
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