VINU G NAIR
New Delhi,New Delhi
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
12
12
years of professional experience
Work History
Senior Relationship Manager
PNB METLIFE
New Delhi
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 wide range of financial products and services offered by 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
Associate Manager-Sales(BANCASSURANCE)
MAX LIFE INSURANCE CO. LTD.
New Delhi
01.2022 - 06.2023
- Building strong relationship with sales team of 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- BANCASSURANC
HDFC LIFE INSURANCE COMPANY LIMITED
New Delhi
05.2018 - 01.2022
- Building strong relationship with sales team of 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
Gujarat
01.2012 - 10.2013
- Look after day to day work of Furnace section
- Bring out new methods to improve rate of production & quality of products.
- Developed streamlined manufacturing process, which boosted productivity.
Education
Post Graduate Diploma in Insurance - Insurance
MANIPAL ACADEMY OF HIGHER EDUCATION
KARNATAKA, INDIA04-2019
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
Skills
- C
- Good Communication
- Relationship Building
- Self Confidence
Languages
ENGLISH,HINDI,MALAYALAM
Work Preference
Work Type
Full TimeLocation Preference
RemoteImportant To Me
Company CultureWork from home optionCareer advancementTimeline
Senior Relationship Manager
PNB METLIFE
09.2023 - Current
Associate Manager-Sales(BANCASSURANCE)
MAX LIFE INSURANCE CO. LTD.
01.2022 - 06.2023
Corporate Agency Manager- BANCASSURANC
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
PGDC - Operation & Maintenance In Power Plant
CENTRAL BOARD OF IRRIGATION AND POWER
Bachelor of Technology - Mechanical Engineering
FEROZE GANDHI INSTITUTE OF ENGG. & TECH.