SRIPATHI CS
Bangalore
Summary
Area Manager | Deputy Manager | Location Preference: Bangalore Overall 8.5 years of experience and build up new business for origination Consistently meets and exceeds daily team performance goals with attention to detail. Generated new business from past unconverted leads. Mentored lower performing team members to raise expected company metrics. Trained new team members. Hardworking and motivated professional with several years of experience and record of success in industry. Solid history balancing team performance, customer service targets and business objectives. Dedicated to working closely with employees to maximize productivity and optimize procedures. Decisive leader with good planning and organizational skills.
Overview
10
10
years of professional experience
2016
2016
years of post-secondary education
3
3
Languages
Work History
Area Manager
Aditya Birla Sun Life Insurance Company Ltd.
06.2023 - Current
- Developed and implemented sales strategies to achieve and exceed sales targets.
- Managed relationships with key clients and partners to drive business growth.
- Identified and pursued new business opportunities to expand the customer base.
- Analyzed sales data and trends to identify areas for improvement and growth.
- Monitored competitor activity and market trends to identify opportunities.
- Developed and delivered sales presentations to potential clients.
- Managed the implementation of new banking and insurance products.
- Strong knowledge of banking and insurance products and services.
- Excellent communication, interpersonal, and negotiation skills.
- Proven ability to build and maintain strong relationships with clients and partners.
Team Leader
Regenovate Technology Pvt Ltd
12.2021 - 05.2023
- Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
- Developed team members'' skills through targeted coaching sessions, resulting in improved individual performance.
- Enhanced team productivity by implementing efficient work processes and regularly reviewing performance metrics.
- Mentored junior staff members, helping them develop their leadership potential and advance in their careers.
Corporate Account Manager
Tata AIA Life Insurance Company Ltd.
10.2020 - 11.2021
- Do upsell and cross sell from the branch walk in customers
- Leading the branch Banking in Bangalore for branch walk in and responsible for the branch target and activation
- Database generation
- To perform daily activities that includes, meet new and old prospects daily
- Ensure all compliance and bank guidelines are met and maintain acceptable portfolio quality
- Manage account services through quality checks and other follow-ups
- Fostered strong relationship with bank staff and assess clients specific investment needs based on risk tolerance and time horizon
- Generate the leads from the existing customer reference.
Sales Officer
HDB FINANCIAL SERVICES LIMITED
11.2017 - 09.2020
- To identify potential customers, plan and carry out marketing/sales activities for mass products to the customers
- To provide and maintain, on an ongoing basis, a daily sales reports, forecasting and any other records which may be required by the team leader to keep up-to-date records of sales and performance
- Database generation
- To perform daily activities that includes, meet new and old prospects daily
- Coordinate with company staff to accomplish the work required to close sales
- Ensure all compliance and bank guidelines are met and maintain acceptable portfolio quality
Relationship Officer
AXIS SECURITIES LTD.
11.2016 - 05.2017
- Leading the 2 branches in Bangalore for branch walk in and responsible for the branch target and activation
- Do upsell and cross sell from the branch walk in customers
- Database generation
- To perform daily activities that includes, meet new and old prospects daily
- Ensure all compliance and bank guidelines are met and maintain acceptable portfolio quality
Accounts Officer
SK creation
08.2015 - 11.2016
- Setting, communicating and maintain time lines and priorities on every project
- Communicating, maintaining and developing client relationships
- Ensuring excellent customer service and quality delivery.
Education
MBA -
Rajiv Gandhi Institute of Technology
BBM - undefined
NDRK First Grade College
Skills
Financial Management
ACADEMICDETAILS
Rajeev Gandhi Institute of Technology, Bangalore (VTU), NDRK First Grade College, Hassan., S G C P U College Adichunchanagiri, Nagamangala, Mandya., N H School Mangalore
Timeline
Area Manager
Aditya Birla Sun Life Insurance Company Ltd.
06.2023 - Current
Team Leader
Regenovate Technology Pvt Ltd
12.2021 - 05.2023
Corporate Account Manager
Tata AIA Life Insurance Company Ltd.
10.2020 - 11.2021
Sales Officer
HDB FINANCIAL SERVICES LIMITED
11.2017 - 09.2020
Relationship Officer
AXIS SECURITIES LTD.
11.2016 - 05.2017
Accounts Officer
SK creation
08.2015 - 11.2016
BBM - undefined
NDRK First Grade College
MBA -
Rajiv Gandhi Institute of Technology
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