Summary
Overview
Work History
Education
Forte
Certification
Leadership Track Record
Linguistic Ability
Personal Information
Hobbies and Interests
Timeline
Generic

Satya Narayanan MKS

Summary

Executive Synopsis


With over 20+ years of experience in the competitive finance and banking sector, this highly astute and energetic Team Manager consistently achieves remarkable results and drives revenue growth through visionary leadership. Expertise lies in optimizing team dynamics and uniting diverse agendas towards a common goal. Excels at harnessing strategic and operational drivers to deliver exceptional outcomes. Skill set extends to managing sales, wealth management, cross-selling, client acquisition, portfolio management, team management, and other operational responsibilities.

Overview

2025
2025
years of professional experience
1
1
Certification

Work History

Regional Wealth Head – RoC Market

IndusInd Bank.
07.2023 - Current
  • Handling Wealth Products - Life Insurance, General Insurance, Mutual Funds, Broking, Bonds, NPS & Gold ETF
  • Acquired Proficiency in AIF and PMS
  • Participated in team projects, demonstrating an ability to work collaboratively and effectively.
  • Developed strong organizational and communication skills through coursework and volunteer activities.
  • Skilled at working independently and collaboratively in a team environment.
  • Supervising Madurai, Erode and Rest of Chennai regions for Wealth Business
  • Liaison with Market Head on strategy and budget planning to surpass the fee income target MoM
  • Directing the channel partners based on the MoM plan
  • Mentored the Key resources on BI, Key man insurance & MWP act
  • Scheduling refresher training for the FTE new joinees on wealth products
  • Visiting Key branches regularly to support them
  • Carried out bi-monthly review with partners on new business achievement
  • Roll-out internal campaign to achieve the fee income target
  • Maintaining MIS, compliance in place, claim process for smooth workflow.

Regional Sales Manager - Tamilnadu

STAR Health And Allied Insurance Co Ltd.
04.2022 - 07.2023
  • Lead a team of 3 Area Managers, 6 Cluster Managers and 60 RMs
  • SPOC for City Union Bank - their employee group policy and business correspondence
  • Handled 5 Pvt bank partners
  • Interacted and work-out strategy with bank regional / zonal heads, to surpass the fee income target MoM
  • Meet corporate clients for Group policies / TMP
  • Visited Key branches along with TM / DM for special drive
  • Liaison with Zonal head on strategy and budget planning
  • Roll-out internal campaign for team
  • Driven the team for over achieving the MoM budget.

Senior Territory Manager

STAR Health And Allied Insurance Co Ltd.
06.2019 - 03.2022
  • Controlled team of 1 TM, 3 DM and 30 RMs
  • SPOC for City Union Bank - their employee group policy and business correspondence
  • Cultivated relationships with key accounts in territory and provided support to drive customer satisfaction.
  • Handled 4 Pvt bank, 4 PSU banks & 2 NBFC partners
  • Visiting Key branches along with TM / DM / RM for special drive
  • Meeting corporate clients for Group policies /TMP.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.

Branch Manager

RELIANCE NIPPON LIFE INSURANCE CO LTD.
12.2018 - 06.2019
  • To lead a team of 30 LPOs of the branch with ABM support
  • To Provide Induction and regular coaching for business generation
  • To achieve the given target for the branch
  • Concentrate on Zero compromises on the business quality
  • Oversaw LPO's next level promotion.

Area Sales Manager – Bancassurance

CANARA HSBC OBC LIFE INSURANCE CO LTD.
08.2016 - 12.2018
  • To led a team of 2 TM and 12 SOs/SMs from various branches of the region
  • Had good rapport with channel partners to drive the local initiatives and business
  • Provide product training to the team and assist them in their business closures
  • Supported the team on the HNI meetings and closing investment and Business Insurance
  • Concentrate on Zero compromise on the business quality, AML and KYC polices
  • Individually sourced business from own clientele (NRI)
  • Oversaw for achieving non-fee based revenue in sales of Life Insurance
  • Kept the region as a profitable center
  • Maintained 86% persistency in LI Business.

ATM – Bancassurance 18 districts

CANARA HSBC OBC LIFE INSURANCE CO LTD.
- 07.2016
  • To work with RSM/s to ensure achievement of defined AOP objectives
  • Implementing and rolling out the training workshops to impact on business results positively for the defined region
  • Inducting residential program for newly joined ISM (Zone wise)
  • To support (adopted) ISM and Branch on activation, to achieve their defined targets
  • Demonstrating ISM on various activities i.e
  • BID, Locker Desk, NRI Meet
  • MAP for the month to be published before month-end.

ATM – Agency Channel - 12 branches

ING LIFE INSURANCE CO LTD.
- 01.2014
  • Do pre-work for newly joined BM and conducted Development Program for3 month vintage BM (at regional level)
  • Manned, mentored and monitored by a team of trainers to meet their KRA
  • Quarterly review for team members (trainers) to identify their current foothold level
  • Initiated various workshops for vintage GSMs or Senior SMs on a need basis
  • Strategically optimized Town Hall programs on new product launch & HNI meet
  • Supported new joiners on Field demo calls (Recruitment and Business).

Deputy Manager – Agency Channel Erode Branch

ING LIFE INSURANCE CO LTD.
  • Research and analyze financial news and market conditions
  • Knowledge up-gradation on soft skills for Senior Sales Managers
  • Conducted Need based training programme on various topics for FLS
  • Presented seminars for corporate / Institutions personnel on Inflation and Taxation.

Branch In Charge

IL&FS INVESTSMART SECURITIESLTD.
  • Recruit and motivate the personnel to meet their business
  • Handled HNIs Portfolio Management
  • Appointed and Directed sub-brokers and generate business through them
  • Update knowledge on IPO Financing and Loan against Shares
  • Maintained Team Persistency Levels
  • Ensure the compliance norms on operational activities
  • Promoted Life Insurance Product – Birla Sun Life Insurance (Corporate Agent).

Branch Manager

GEOJIT FINANCIAL SERVICES LTD.
  • Provide product training & Induction for Freshers / New joiners
  • Update knowledge on IPO Financing, Margin Trading Finance and Loan against Shares
  • Bi-monthly review for employees to identify their current foothold level
  • Monitor expenses to ensure compliance with the budget by performing monthly variance analysis
  • Cross selling all the financial products i.e
  • Life Insurance, Deposits, Mutual Funds, IPO's, Tax Savings bonds and Debentures
  • Achieve set targets consistently across the product.

Marketing Executive

GEOJIT FINANCIAL SERVICES LTD.
  • DP activities – DIS Execution, DRF Completion, Name Transfer procedures, Demat Account, Assisted the clients with Transmission and Transposition procedures
  • Distribution Products like Life Insurance, Mutual Funds, Capital Gain Bonds, Tax Savings bonds, Debentures & G-Sec bonds
  • Handled IPO and FPO Issues
  • Clear Knowledge in MTF and LAS.

Personal Financial Executive

KARVY CONSULTANTS LTD.
  • Product training (Demat Account) for Freshers / New joiners
  • Promote Life Insurance Products – HDFC Standard Life Insurance (Corporate Agent) Traditional Plans
  • Distribution Products i.e
  • Mutual Funds, IPO's, FPO's, Capital Gain Bonds and Tax Savings bonds.

Education

M.B.A. -

Distance Education, Periyar University, Salem

B. Com. -

Vysya College, Periyar University, Salem
05.2002

Forte

  • Channel Partner Support
  • Asset and Portfolio Management
  • Investment Strategies
  • Insurance Sales
  • Cross-Selling
  • Client/ Investor Relations
  • Product Research
  • Strategic Business Planning
  • Market Analysis and Penetration
  • Team Management

Certification

  • LOMA 281 and 291
  • Licentiate Holder (III)
  • NCFM Certification – AMFI (Advisors) Module
  • Participated and got certified in a “HI-Impact Leadership” program at Delhi– Mr Shiv Khera (across TN 4 ASM were invited for the program)

Leadership Track Record

  • Qualified in “Rise and Shine drive” and awarded - [Indusind bank]
  • Qualified in “Quality Maestro” Pan India drive H 1 - [Indusind bank]
  • Highest FTEs Activation MoM - 6th Rank Pan India - [Indusind bank]
  • One among the Topper in the South 2 Zone in 13th Month Persistency - [Indusind bank]
  • No 1 Market among the TN on SP Certification - [Indusind bank]
  • 120% YoY growth rate in New Business - [STAR]
  • Highest RM productivity MoM one among the Pan India -[STAR]
  • Qualified in SHPL Campaign - 5th Rank Pan India -[STAR]
  • Qualified in Goa Campaign - [STAR]
  • Consistently over achieved the budget YoY & got promoted as Sr Terr. Mngr - [STAR]
  • Qualified for three International trips and got a best performance award in the Honors Club [CHOICe].
  • No 1 Region among the Circle on Activation with 87% [Q1 2018] -CHOICe.
  • Qualified in H1 Honors Club [2017] - CHOICe along with 4 of my team members.
  • Qualified several times on the A/RSM Leader Board for business performance [CHOICe].
  • Consistently made 100% Branch Activation in three quarters [2017 – 18] - CHOICe.
  • Qualified “Top Gun” recognition program [Feb ‘17] - CHOICe.
  • Qualified in “Director's Circle” recognition program [Q4 2017] -CHOICe.
  • Presented an idea in “We Innovate” Forum, got an invited to the final round of Jury Selection [2016] - CHOICe.
  • Consistently Rated No 1 in pass percentage [2009 – 2012] - ING Life Insurance.
  • Appreciated by the National Head for closing a big business deal [2010 – 11] - ING Life
  • Appreciated by the Chief Manager of Distribution for promoting SBICOMMAFUND – NFO and cross-selling Mutual Funds [2005] - Geojit Financial services.

Linguistic Ability

English, Tamil & Telugu

Personal Information

Date of Birth: 07/12/1981

Hobbies and Interests

Web Surfing and Listening to Music

Timeline

Regional Wealth Head – RoC Market

IndusInd Bank.
07.2023 - Current

Regional Sales Manager - Tamilnadu

STAR Health And Allied Insurance Co Ltd.
04.2022 - 07.2023

Senior Territory Manager

STAR Health And Allied Insurance Co Ltd.
06.2019 - 03.2022

Branch Manager

RELIANCE NIPPON LIFE INSURANCE CO LTD.
12.2018 - 06.2019

Area Sales Manager – Bancassurance

CANARA HSBC OBC LIFE INSURANCE CO LTD.
08.2016 - 12.2018

ATM – Bancassurance 18 districts

CANARA HSBC OBC LIFE INSURANCE CO LTD.
- 07.2016

ATM – Agency Channel - 12 branches

ING LIFE INSURANCE CO LTD.
- 01.2014

Branch In Charge

IL&FS INVESTSMART SECURITIESLTD.

Branch Manager

GEOJIT FINANCIAL SERVICES LTD.

Marketing Executive

GEOJIT FINANCIAL SERVICES LTD.

Personal Financial Executive

KARVY CONSULTANTS LTD.

Deputy Manager – Agency Channel Erode Branch

ING LIFE INSURANCE CO LTD.

M.B.A. -

Distance Education, Periyar University, Salem

B. Com. -

Vysya College, Periyar University, Salem

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Satya Narayanan MKS