SUNITH CS
THRISSUR
Summary
Seeking a challenging and dynamic career this will fully utilize my knowledge, ability & experience. I see myself as a sincere practical, hardworking & self-motivated with ability to achievement set objective independently.
Overview
8
8
years of professional experience
Work History
Agency Development Manager
AXISMAX LIFE INSURANCE C0 LTD
04.2023 - Current
- Develop various sources of agent hiring & build a team of agent & agent pipe line.
- Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring
- Implementation of MNYL GOLD process and adhere to the business norms
- Follow agent 9 pointer hiring mechanism & other hiring norms
- Ensure product knowledge by MNYL ways of training
- Field demonstration (FOD’s)
- Development of agent prospecting habits, calling habits and work habits.
- Work with agent on planning and reviewing of activities and goals.
- Identify the training needs of the agent and work with Trainers to improve the same
- Achievement of monthly, quarterly & yearly business plans.
- Improve agent productivity & persistency by regular PRP/IID/GID etc…
- Ensure companies product mix sales ration and adhere to the business norms.
- Maintain agent pro activity as per business plan
- Be MNYL brand ambassador & a customer champion
- Follow MNYL sales practice to develop deep customer loyalty
- Hold periodical customer meet to understand customer pulse & need
- Ensure customer queries are responded to satisfactorily as per MNYL standard.
Wealth Relationship Manager
FINCARE SMALL FINANCE BANK LTD
02.2022 - 03.2023
- Monitor and address HNI clients banking and Investment requirements
- Use financial acumen and investment expertise to review a client’s personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long term investment goals
- Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness
- Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling
- Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio
- Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile
- Ensuring client contractibility at all times through updating of latest contact details in all necessary systems. Regular contact with all mapped clients through weekly / monthly calls
- Resolution of queries for all managed clients within TAT specified
- Collaborated with other team members to develop customized solutions for clients' wealth management needs.
Senior sales officer
IDFC FIRST BANK LTD
10.2020 - 12.2021
- Acquisition of NTB Current account customers in the identified segment and reference generation from the specified catchment area
- Ensure acquisition of high quality current accounts in terms of product mix, segments and constitution mix
- Proactive registration and activation of acquired customers to direct banking channels
- Meet and exceed the defined targets of new customer acquisitions month on month by analysing transaction banking needs of the customer
- Assist and support the Sales Manager in catchment mapping and scoping exercise
- Provide regular feedback to SM / RM on opportunities and customer needs
- Ensure adherence to selling norms and SOPs defined by the organization
- Ensure strict compliance with internal guidelines and external regulations
- Ensure quality sourcing in line with the Bank's policy
- High degree of market awareness and understanding of customer's needs
- Collaborate with other branch departments and functions to provide products and service offerings to the customer to ensure customer centricity
Branch Sales Officer
HDFC BANK LTD
05.2019 - 09.2020
- Ensure quality new acquisition on CASA for Resident/Non Resident accounts, Demat, HSL, Credit cards through Referrals from cold calls in the catchment area.
- Penetration of FD to existing and new customers.
- Ensure quality customer service is delivered.
- Meet productivity norms defined through support of channels and own efforts.
- Lead generation of customers and closure by tele calling, e-mailing and direct mailing, and tapping walk-ins wherever possible.
- Generating leads for other products and passing the same to the branch for follow ups.
Filed Sales Executive
PAYTM
01.2017 - 05.2017
- Complete field work/Feet on Street role
- Acquisition of merchants/Channel Partners with Daily / Monthly Targets
- Ensure all merchants are acquired as per plan & 100% compliance is adhered to in KYC process
- Provide proper training to the merchant with Paytm App & its usage
- Ensure Usage of Merchandising items/QR codes & Stickers at the outlets
- Collect relevant documents from the Retailers & Channel Partners; Adhere to KYC process
- Capture Customer/Channel/Merchant feedback and feed forward to team leader to improve product offering in the market
Education
Animation film Making -
Rays & hues Animation
01.2015
Bsc - Animation
Annamalai University
01.2014
Plus two -
Kerala State Board
01.2011
Sslc -
Kerala State Board
01.2008
Skills
- Creativity
- Innovation
- Time management
- Organizational skills
- Sales strategy
- Accuracy
- Attention to detail
- Professional approach to time
- Cost management
- Deadline management
Languages
- English
- Malayalam
- Hindi
- Tamil
Declarations
The above mentioned statements are true to the best of my knowledge and belief and I look forward to very challenging assignments in your organization, given an opportunity to utilize my talent and enhance my knowledge application further.
Personal Information
- Father's Name: Sudheer
- Date of Birth: 05/30/93
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Timeline
Agency Development Manager
AXISMAX LIFE INSURANCE C0 LTD
04.2023 - Current
Wealth Relationship Manager
FINCARE SMALL FINANCE BANK LTD
02.2022 - 03.2023
Senior sales officer
IDFC FIRST BANK LTD
10.2020 - 12.2021
Branch Sales Officer
HDFC BANK LTD
05.2019 - 09.2020
Filed Sales Executive
PAYTM
01.2017 - 05.2017
Animation film Making -
Rays & hues Animation
Bsc - Animation
Annamalai University
Plus two -
Kerala State Board
Sslc -
Kerala State Board