Veben William
Chennai
Summary
Fund Business - Corporate Channel | Financial & Investment Planner | Expert in Life Insurance Products | Business Development | Corporate Acquisition
Analytical, Results Oriented Professional with 4 years of experience in financial planning services to a wide range of clients. Proven expertise in the finance and investment industry with an in-depth understanding of investment banking practices, andfinancial products.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Banking Partner - AVP 2
IndusInd Bank
11.2024 - 03.2025
- Manage and nurture relationships with high-net-worth individuals (HNWIs) and ultra-HNWIs.
- Serve as the single point of contact for all banking and financial needs of Pioneer clients.
- Ensure a high level of customer satisfaction by providing personalized services.
- Conduct portfolio reviews and suggest suitable investment options.
- Offer financial solutions tailored to clients' needs, including investment products, insurance, mutual funds, and structured products.
- Guide clients in asset allocation, risk assessment, and portfolio diversification.
- Stay updated with market trends to provide informed investment advice.
- Acquire new Pioneer customers by leveraging referrals, networking, and business development activities.
- Work towards achieving revenue and business targets set by the bank.
- Cross-sell and upsell various bank products like credit cards, loans, and insurance.
- Ensure adherence to RBI guidelines and bank policies while handling client portfolios.
- Maintain proper documentation and KYC compliance for all transactions.
- Identify and mitigate potential financial risks for the bank and clients.
- Work closely with product teams, investment specialists, and senior management.
- Provide regular reports on client portfolios, business performance, and market updates.
- Attend training and workshops to enhance financial knowledge and advisory skills.
Senior Area Business Head
IndiaFirst Life Insurance Company Limited
12.2023 - 10.2024
- Handling Corporate Fund Business - Products: Gratuity, Superannuation, Leave Encashment & Group Term Life Insurance.
- Handling Regions - Tamilnadu & Kerala.
- Undertake planning for achieving sales targets for the Regions allotted.
- Identify corporates and brokers with the potential to deliver sales targets for Funds, and GTL for the Regions allotted.
- Plan client-wise delivery for month-on-month targeted numbers
- Develop direct client base for corporate business.
- Aggressively drive IndiaFirst competitive advantage through the corporate client database.
- Upsell and cross sell to the existing corporates.
- Maintain high standard of Relationship with key officials at CXO levels in the corporates & brokers.
Senior Manager
Futurisk Insurance Broking co pvt.ltd
02.2022 - 12.2023
- Accountable to achieve new accounts for corporate business channel
- Analysed customer data to identify opportunities and improve relationships.
- Elevated customer satisfaction ratings by providing speedy resolutions.
- Analysed strategic, core and support processes to recommend improvements.
- Regional level development and acquisition of new business
- To Maintain delivery standards - TAT
- Ensuring the retention of existing books for corporate sales
- To build relationship with all clients to ensure optimum customer satisfaction.
- Prepare productivity charts and share dashboards with Senior Management
- Committed to providing value to their customers by understanding their risk profile and offering optimum and effective insurance solutions that are consistent and with superior value proposition
- Contact Reference: Petrina Priya (9840367995) Sr A.V.P
Sr. Branch Manager
CAFS India Pvt Ltd
03.2019 - 01.2022
- CAFS is a financial consultancy firm
- Markets services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminars; Developing growth strategies and plans; Managing and retaining relationships with existing clients
- Assesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance
- Provides financial management information by preparing financial status analyses and reports
- Obtains clients' commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions
- Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans
- Ensure team business Drive on daily basis; Writing business proposals
- Accomplishes organisation goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
- Contact Reference: Mr Santhosh (+91 90033 32335) A.V.P
Senior Corporate Relations
Dr. Agarwal's Eye Hospital
09.2017 - 02.2019
- Dr Agarwal's Eye Hospital is the large Eye Foundation hospital in
- International platform
- Operating 93+ Branches in India and 13+ branches in Abroad
- Researching business opportunities and viable income streams; Reaching Corporate Companies for Tie-up
- Empanelment
- Daily Branch Revenue report need to send with Branch
- Head; Identifying and mapping business strengths and customer needs
- Done Empanelment successfully with Brahmos Aerospace;
- Writing business proposals
- Monitoring Medical Camps in Kerala region
- Regular Doctors visit for patients reference
- Doing Eye Check-up Campaigns in other Hospitals 127 Hospital tie-up's has been done successfully for Kerala region in 14 Months Span
- Received Best CR Award in 2018 Aug for Consistent performer category
- Have done Tie-up empanelment successfully with CGHS and
- ECHS for Kerala region
- Taken care about Advertisement and Marketing department
- Contact: -Ms Priya George (Zonal Head ) 9962684009
Team Manager
EM Health Care
06.2016 - 07.2017
- EM health care start-up online health care platform
- Should Monitor team business on daily and monthly basis
- Should conduct marketing activity in all Chennai areas
- Product Promotions in corporate companies on weekly basis.
- Medical Labs Tie-up Process
- Ensuring customer requirements and promoting health products
- Ensuring marketing team activity on daily basis, supporting team onsite
- Promoted as Team Manager in 5 months span for bringing 23lac online business
- Contact: -Ashok - Director 9042314217
Graphics Operator - Associate
TNQ, The Hindu Publications, Publications
04.2015 - 05.2016
- Ensuring Image quality before newspaper publishing
- Achievement on daily task
- On time business delivery
- Ensuring proof reading and quality assistance
- Contact: -Meenakshi Sundaram - Team Lead 7550028088
Education
Bachelor of Arts - B.A English Literature
University of Madras
2021
Diploma - Computer Engg
Ramakrishna College
2015
Certificate of Higher Education -
St. Antony's Matric school
2011
Skills
- Team handling Financial Planning & Analysis
- Risk Management and Compliances Business Operations
- Negotiations Public Speaking Team Work
- Excellent Communicator
- Sales strategies and planning
- Business performance management
- Business development
- Outstanding customer service
Certification
- SP Certification 2024
- NISM V A Certification 2024
- Certificate for C Training, Feb 2015
- A distinction in Diploma "Computer Engg", April 2015
- Academic Awards, Mar 2015
- Sep 2019, Promoted as BDM - Jan 2020' &
- Promoted as Sr Branch Manager -2021'
- Achievements/, National Awakening for youth, July 2013
- Master in "System Engineering & Networking" July 2014
- Industrial Exposure" DELL", July 2014
- Promoted as "Team-manager",2017 In Emhealth
- Awarded "Best Graphics Designer",2016 TNQ & Awarded "Employee of the Month",2015
Languages
Tamil
Proficient
C2
Malayalam
Proficient
C2
English
Proficient
C2
Hobbies and interests
- Listening to music
- Reading biblical articles
- Playing Cricket Singing
- Interested in Acting/Fitness
- Investments Achievements/Tasks
Timeline
Senior Banking Partner - AVP 2
IndusInd Bank
11.2024 - 03.2025
Senior Area Business Head
IndiaFirst Life Insurance Company Limited
12.2023 - 10.2024
Senior Manager
Futurisk Insurance Broking co pvt.ltd
02.2022 - 12.2023
Sr. Branch Manager
CAFS India Pvt Ltd
03.2019 - 01.2022
Senior Corporate Relations
Dr. Agarwal's Eye Hospital
09.2017 - 02.2019
Team Manager
EM Health Care
06.2016 - 07.2017
Graphics Operator - Associate
TNQ, The Hindu Publications, Publications
04.2015 - 05.2016
Diploma - Computer Engg
Ramakrishna College
Certificate of Higher Education -
St. Antony's Matric school
Bachelor of Arts - B.A English Literature
University of Madras
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