VINU NAIR
SENIOR RELATIONSHIP MANAGER IN LEADING LIFE INSURANCE COMPANY
New Delhi
Summary
Seeking a position in an organization, that will enable me to contribute my skills for the accomplishment of my employer’s goals, while allowing me to learn and grow within the company.
Overview
12
12
years of professional experience
1
1
Language
Work History
Senior Relationship Manager
PNB METLIFE
09.2023 - Current
- Client Interaction: Assist in building and maintaining relationships with clients by providing exceptional customer service and addressing their financial needs
- Client Onboarding: Help onboard new clients by collecting necessary documentation, conducting KYC (Know Your Customer) checks, and ensuring compliance with regulatory requirements
- Needs Assessment: Work closely with clients to understand their financial goals, risk tolerance, and investment objectives
- Product Knowledge: Stay updated on a wide range of financial products and services offered by the institution, such as banking products, investment options, and insurance offerings
- Financial Analysis: Analyze clients' financial situations and portfolios to provide recommendations on investment strategies and financial solutions
- Account Management: Assist clients with account-related activities, including fund transfers, account statements, and investment transactions
- Cross-Selling: Identify opportunities to cross-sell and upsell additional financial products or services to existing clients based on their needs and financial goals
- Reporting: Prepare and maintain reports on client portfolios, investment performance, and other relevant data for review by senior relationship managers or clients themselves
- Compliance and Regulations: Ensure that all client interactions and activities comply with industry regulations and internal compliance standards
ASSOSIATE MANAGER-SALES(BANCASSURANCE)
MAX LIFE INSURANCE CO. LTD.
01.2022 - 06.2023
- Building a strong relationship with the sales team of the channel partners
- Achieving sales targets as per channel strategy
- Meeting prospective customers with channel sales team to sell insurance solutions
- Providing pre and post-sales support
- Ensuring quality of business and persistency
- Enabling channel sales team to use latest digital platforms.
CORPORATE AGENCY MANAGER- BANCASSURANCE
HDFC LIFE INSURANCE COMPANY LIMITED
05.2018 - 01.2022
- Building a strong relationship with the sales team of the channel partners
- Achieving sales targets as per channel strategy
- Meeting prospective customers with channel sales team to sell insurance solutions
- Providing pre and post-sales support
- Ensuring quality of business and persistency
- Enabling channel sales team to use latest digital platforms.
Production Engineer
RAAJRATNA METAL INDUSTRIES LTD
01.2012 - 10.2013
- Look after the day to day work of the Furnace section
- Bring out new methods to improve the rate of production & quality of products.
Education
Post Graduate Diploma in Insurance - Insurance
MANIPAL ACADEMY OF HIGHER EDUCATION
KARNATAKA, INDIA 04.2001 -
PGDC - Operation & Maintenance In Power Plant
CENTRAL BOARD OF IRRIGATION AND POWER
NEW DELHI, INDIA09.2014
Bachelor of Technology - Mechanical Engineering
FEROZE GANDHI INSTITUTE OF ENGG. & TECH.
RAEBARELI, UTTAR PRADESH, INDIA09.2011
[Higher Secondary] ISC - Physics, Chemistry, Math, Computers
ST. PETER’S SCHOOL
Rae Bareli, U.P., India05.2007
Maths & Science - undefined
[High school] ICSE
Skills
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Personal Information
- Passport Number: KO535417
- Father's Name: Mr. V.G. NAIR
- Date of Birth: 11/04/1989
- Gender: MALE
- Marital Status: MARRIED
References
- PRASHANT KUMAR JAISWAL, CORPORATE SALES MANAGER, HDFC LIFE INSURANCE CO. LTD, KANPUR, U.P, INDIA, 9044900969, 8299275784
- DHARMVIR, TERRITORY MANAGER, HDFC LIFE INSURANCE CO. LTD, NEW DELHI, INDIA, 9717213782
- SHASHANK SHARMA, SENIOR AREA MANAGER, MAX LIFE INSURANCE CO. LTD, NEW DELHI, INDIA, 9999985737
Extracurricular Activities
Participated in College level sports competition. Winner at School level Sports & Athletics. Co-ordinated many technical/academic cultural events as the student member of the FGIET Annual Fest Organizing Committee for the year 2009-2011.
Projects
FGIET, Rae Bareli, India, 2011, Hydro Electric Power Plant, To generate power by the pressure created by the difference in the head. The pressure generated by the centrifugal pump is used. As a Team Leader, I was involved in collecting the technical data, compiling the required working principles and in proper packaging of our final report.
Timeline
Senior Relationship Manager
PNB METLIFE
09.2023 - Current
ASSOSIATE MANAGER-SALES(BANCASSURANCE)
MAX LIFE INSURANCE CO. LTD.
01.2022 - 06.2023
CORPORATE AGENCY MANAGER- BANCASSURANCE
HDFC LIFE INSURANCE COMPANY LIMITED
05.2018 - 01.2022
Production Engineer
RAAJRATNA METAL INDUSTRIES LTD
01.2012 - 10.2013
Post Graduate Diploma in Insurance - Insurance
MANIPAL ACADEMY OF HIGHER EDUCATION
04.2001 -
PGDC - Operation & Maintenance In Power Plant
CENTRAL BOARD OF IRRIGATION AND POWER
Bachelor of Technology - Mechanical Engineering
FEROZE GANDHI INSTITUTE OF ENGG. & TECH.
[Higher Secondary] ISC - Physics, Chemistry, Math, Computers
ST. PETER’S SCHOOL
Maths & Science - undefined
[High school] ICSE