Sales Life Insurance

MANURAJ.M [pic]

CHERAKODE, (Ho)

PALLASSANA (Po)

PALAKKAD, KERALA, INDIA -678505

Mobile : +91-960*******

E-mail: ****.********@*****.***

Objective:

To work in an environment which gives me opportunities to develop my skills

to it's maximum possible extend, exploit my strengths in the best way and

provide a gateway for higher career prospectus.

Work Experience:

Total Experience: 5.8 years

Present Status:

Working with KOTAK MAHINDRA OLD MUTUAL LIFE INSURANCE CO. LTD as Assistant

Manager at Palakkad from 11st Feb 2013 to Jan 2014

Summary Kotak Mahindra Old Mutual Life Insurance Ltd is a 74:26 joint

venture between Kotak Mahindra Bank Ltd., its affiliates and Old

Mutual plc. The company started operations in 2001 Kotak

Mahindra group is over Rs. 1 lakh crore and the consolidated net

worth of the Group stands at Rs. 13,943 crore as on September

30, 2012.

Key Areas

> Ensure effective & smooth relationship with clients in the

region for growth in business.

> Responsible for driving sales through key assigned relationships

like Distributors \National Distributors

> Responsible for prospecting & selling LI products to Retail\HNI\

Institutional Clients through direct sales efforts. Prospecting

of key client is independent of distribution support.

> Financial Planning, Portfolio Structuring & Asset Allocation of

Institutional Clients\ HNIs.

> Responsible for Business Development & Strategy Formation,

Planning & Execution through direct sales team, distributors &

franchisees.

> Developing business through consultative engagement with

Relationship Managers\ Resident Managers.

> Responsible for achieving sales targets & market share.

> Market & industry analysis.

Previous Experience:

Worked with Birla Sun life Asset Management company as Territory Sales in

Charge at Palakkad from 4th August 2010 to December 2012.

Summary Established in 1994, Birla Sun Life Mutual fund has emerged as

one of India's leading flagships of Mutual Funds business

managing assets of a large investor base. Birla Sun Life Asset

Management Company has one of the largest team of research

analysts in the industry, dedicated to tracking down the best

companies to invest in. BSLAMC strives to provide transparent,

ethical and research-based investments and wealth management

services.

Key Areas

> Acquiring customers to the Retail Channel, manage their total

Investment portfolio & retain them.

> Advise clients on a range of products viz. Mutual Funds, Retail

Insurance, PMS in Equity and Mutual Funds.

> Handling entire sales and operation activities for multiple

branches for all the leading banks for the district including

ICICI Bank, HDFC Bank, IDBI Bank, Dhanalaxmi Bank, Axis Bank,

IndusInd Bank, South Indian Bank & Federal Bank.

> Generate revenues and AUM for the company as per the

expectation. Built and maintained healthy business relations

with customers, thereby enhanced customer satisfaction matrices

by achieving delivery & service quality norms

> Hold events in the City to promote and mark presence of the

company. Guide in motivating the team to perform as per the

business plans & targets.

Worked with Dhanalaxmi Bank as Sales Executive at palakkad, from Jun 2008

to 3rd July 2010

Summary

The Dhanalakshmi Bank Limited (DLB) headquartered at Thrissur in

Kerala, is a professionally managed Bank. Started seven decades

back, The Dhanalakshmi Bank Limited (DLB) headquartered at

Thrissur in Kerala, is a professionally managed Bank. Started

seven decades back, The DLB has today 178 branches spread over

Kerala. The Bank has since, steadily grown in reach and service

offerings, keeping pace with the evolving banking and financial

needs of it's customers. In India,

Key Areas

> Acquiring PFS Liabilities for DLB-namely, Premier, Power Vantage

& Time Deposit customers.

> Ensuring the quality of Accounts sourced meets the mandated

threshold.

> Cross selling other products of the bank namely Insurance,

Investments, Assets, Business Accounts.

> Ensuring KYC/AML norms of the bank are compiled with at all

times.

> Executing marketing events & promotions to generate business in

their catchments, in conjunction with support departments such

as INM MKT

> Maintain the acquisition cost per account within the prescribed

norms.

> Generate revenues as per AOP.

Academic Qualifications:

. B com 2006

. Bachelor of computer application 2012

Personal Details:

Age/ Date of Birth 27 Years / 18th April 1985

Skill Set:

> Familiar with DOS & Windows Platforms

> Tally, DTP, DCA, Hardware

Languages Known:

English, Hindi, Malayalam,Tamil.

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