Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Venkatesh c s

Venkatesh c s

Finance and Insurance Professional
Bengaluru

Summary

Accomplished professional with a robust history in finance and insurance, notably at ICICI Prudential and Birla Associate Group. Excelled in premium calculations and led teams to achieve significant milestones, including creating the first MDRT at Kotak Life Insurance. Recognized for exceptional investment strategies and a knack for revitalizing teams, consistently exceeding targets with a strategic approach to regulatory standards.

Overview

43
43
years of professional experience
1
1
Certification
4
4
Languages

Work History

Insurance Advisor / Agency Partner

Private Insurers
11.2002 - Current
  • Joined ICICI Prudential Life Insurance Co in 2002 as an advisor to upskill my skill sets following the opening up of the insurance sector.
  • Joined Max Life Insurance Co. In 2014, as an adviser.
  • Joined Kotak Life Insurance Co. As an Agency Partner in 2017, and was part of a new branch launched in HSR. Created the first MDRT for the branch with my direct team.
  • Joined PNB MetLife as Senior Agency Partner in 2020.
  • Presently with HDFC Life, Bangalore as PTE.


Awards & Recognition :

RACE Award : ICICI Pru

Arjuna Award : Max Life Insurance

Creator of MDRT : Kotak Life Insurance

Store Manager

Reliance Comminications
04.2004 - 12.2013
  • The primary objective was to turn a perennially loss-making store into a profit-making one.
  • Rejuvenating the entire sales team to a sustainable model across post-paid, prepaid, and internet.
  • Excelled in the Payments Receivable vertical, consistently achieving a minimum of 98% in the collection of bill dues, bill overdues, and minimising clawback. Was always in the top three in collections in the Karnataka region.
  • Finalising the financial accounts for every financial year.


Recognition : Champ in Collections

Sr, Manager - Finance , Budget & Audit

Birla Associate Group
10.1990 - 12.2003
  • Implemented key audit tools for the prevention of pilferage, leakage, and optimisation of cost controls.
  • Effective Budgeting in all key areas of the Coffee PLantations in Chickmagalur.
  • Was one of the enablers in production of Speciaity Coffee and won the award from Indian Coffee Board for Sanjignekhan Estate , a member of the Group Companies,

Officer

Canara Bank
09.1981 - 09.1990

Exposed to various verticals in a Public Sector Bank with emphasis on Internal Audit, EDP and rural Banking.


One of the first to be trained for Computer Audit, Automation of Branches all over India.


Trained in Main Frames, Mini Frames,

Education

Bachelor of Science - Mathematics , Statistics & Accountancy

PSG College of Arts & Science
Coimbatore, India
04.2001 -

Skills

Premium calculations

Certification

CAIIB

Timeline

Store Manager

Reliance Comminications
04.2004 - 12.2013

Insurance Advisor / Agency Partner

Private Insurers
11.2002 - Current

Bachelor of Science - Mathematics , Statistics & Accountancy

PSG College of Arts & Science
04.2001 -

Sr, Manager - Finance , Budget & Audit

Birla Associate Group
10.1990 - 12.2003

Officer

Canara Bank
09.1981 - 09.1990
Venkatesh c sFinance and Insurance Professional