Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Tharani KK

Tharani KK

Sales Manager
Chennai

Summary

Results-oriented Assistant Branch Manager with extensive experience developing high net worth client relationships and referral networks over 7 years. Top-performer with track record of consistently meeting or exceeding sales goals. Talented at educating customers on investment services and products and recommending best options to meet long- and short-term needs.

Overview

6
6
years of professional experience
20
20
years of post-secondary education

Work History

Assistant Branch Manager

Reliance Nippon Life Insurance Company Limited
07.2019 - Current
  • Developed and managed employee schedules, balancing individual requests and requirements with business needs.
  • Forecasted trends and recommended improvements based on financial risk analyses.
  • Interviewed, hired and trained staff associates and equipped to comply with company policies and procedures.
  • Awarded MDRT for two consecutive years
  • Managed over 50 customer calls per day

Relationship Manager

Aegon Life Insurance Company
Chennai
01.2018 - 07.2019
  • Generated new business and referral clients in partnership with financial advisors and branch team.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.

Sales and Transition Manager

TCS
Chennai
10.2012 - 05.2014
  • Developed solutions to address complex issues and operational gaps.
  • Designed processes and systems supporting business needs before, during and after transitions.
  • Identified impacted parties, business partners and resources required for planned changes.

Education

Master of Business Administration - Marketing And Systems

Anna University of Technology
Trichy
07.2010 - 08.2012

B.E - Computer Science

M.A.M College of Engineering
Trichy
06.2006 - 05.2010

Higher Secondary | P.A -

Vidhya Bhavan Higher Secondary School
Karur
06.2004 - 05.2006

A.I.S.L.C -

Joseph’s Anglo-Indian Girls Higher Secondary School
Trichy
06.1992 - 05.2004

Skills

Sales & MarketingCustomer Relationship ManagementGood communication skills in both verbal and written

Having programming skills in C, C, Visual Basics, HTML, MS Access and SQL Databases

Financial services

Sales expertise

Relationship building and management

Accomplishments

  • Received the "MDRT Award” for exemplary performance and recognition.
  • Maintained overall 13th month persistency as 88%
  • Repeatedly received recognition from superiors for excellence in service.
  • Implemented new quality assurance procedures to maximize customer satisfaction and loyalty.

Timeline

Assistant Branch Manager

Reliance Nippon Life Insurance Company Limited
07.2019 - Current

Relationship Manager

Aegon Life Insurance Company
01.2018 - 07.2019

Sales and Transition Manager

TCS
10.2012 - 05.2014

Master of Business Administration - Marketing And Systems

Anna University of Technology
07.2010 - 08.2012

B.E - Computer Science

M.A.M College of Engineering
06.2006 - 05.2010

Higher Secondary | P.A -

Vidhya Bhavan Higher Secondary School
06.2004 - 05.2006

A.I.S.L.C -

Joseph’s Anglo-Indian Girls Higher Secondary School
06.1992 - 05.2004
Tharani KKSales Manager