MBA,Sales,Ms office
Resume:
JAGANADHEN JOTHI
No *, Christian Mission Hospital Doctor Quarters
East Velli Street, East Gate,
Madurai -625001, Tamilnadu, INDIA
Email Id: *******************@*****.***
Mobile:+91-701*******
PROFILE
An experienced Marketing & Sales Management Professional with over 11 years of progressive experience in marketing and sales of Banking, Insurance . Key areas of expertise includes: Wealth Management,, Banc assurance Relationship Management,Channel Management, Agency Management, Sales of Insurance & Bonds, NRI Private Banking, Financial Planning Services and Business Development .
Energetic management professional versed in business management, finance and sales. Emphasizes process improvement to increase profits and customer satisfaction Results-oriented Manager who thrives in fast-paced and competitive environments. Brings strong presentation, analytical and problem solving skills Innovative Manager seeks position offering opportunities for new professional and personal challenges. Self-starter with a positive, can-do attitude who is driven to learn, improve and succeed.
A strong motivator and team player with effective leadership, communication, decision making, problem solving and interpersonal skills, together with a bottom-line corporate focus and a results-driven attitude.
CAREER ACHEIVMENT
As a Relationship Associates Supported Bank to Achieved 20% Revenue Target of the organization..
As a Business Development Executive Increased 10% customer rate in a year.
As a Agency manager Topper in the Regional leval in terms of Agency Recruitment and Target Achievement.
As a Sales manager Topper in Pan India in term of Activation of Relationship Manager.
As a Branch Sale manager Top 5 Th Position Regional Level of Life Insurance Business Contest as Go For Gold.
As a Branch manager increased Additional AUM up to 270 Million at Branch level.
Handled multiple Branches Specially 4 Branches as Business Development Executive for NRI Banking .
serviced over 5000 NRI customer in the Branch.
Increased Volume of NRI Fixed Deposit up to Rs 1000 Millions at Branch level.
ACCOMPLISHMENT
Awarded and Recognized as Star case on July 2011 to Sep 2011.
Awarded and Recognized as Star WPC on June 2011- Mar 2011.
Awarded and Recognized as Sales Specialist on July 2011 to Sep 2011
Awarded and Recognized as Sales Achiever on July 2010
Awarded and Recognized as Sales Achiever on Sep 2010
Awarded and Recognized as Sales Achiever on Oct 2010.
Awarded and Recognized as Sales Specialist on Oct 2010 to Dec 2010.
Awarded and Recognized as 10 A Mont her on Oct 2010.
Achieved 10 Policy in Oct 2010
Awarded and Recognized as Sales Winner on Oct 2009.
Overall collected Net premium Rs 3.9 Millions on 2009..
Overall Created Empanelled coded10 Financial Advisers on 2009.
Awarded and Recognized as NBI (New Business income) on Oct 2007 to Dec 2007.
Awarded and Recognized as Licensing of Financial Adviser on 2007 to Dec 2007.
Collected Net Premium Rs 1 Million on OND 2007 and overall collected Net premium Rs 4 Millions for the Year.
Created Empanelled coded Advisor on OND 2007 as 10 Financial Adviser and overall 25 financial advisers empanelled coded Advisor for the Year.
Awarded and Recognized as Best NRI BDE in Regional Level on Apr 2006.
Awarded and Recognized as Go for Gold In Regional level on Mar 2015.
ACCREDITED
M.B.A (General Management) Post Graduate Degree in Annamalai University on 2010, Chidambaram, India
B.A (Economics) under Graduate Degree in Pondicherry University on 2004, Pondicherry, India
CERTIFICATION
Du-Tech Education Institute of Society Certified DCA(Diploma in computer Application) on 29 Aug 2008 in India
NSIM (National institute of security Market) Certified V-A Mutual Fund Distribution Certification on 21 July 2014 in India.
SKILLS
Marketing &Sales, Outstanding communication, presentation, Skilled in training staff, and motivating them in achieving monthly and yearly target Ability to achieve immediate and long-term goals and meet operational deadlines,Skills like Direct sales &Marketing, Banc Assurance, Marketing Agency management, Distribution Sales, .Team management.
ADDITIONAL SKILLS
M.s word, M.s Excell,, M.s PowerPoint, Internet Explore,,Kingsoft office.
PROFESSIONAL EXPERIENCE
ICICI BANK LTD, Pondicherry, India
Business Development Executive-NRI Banking, - 18Jun 03- 30Jul 07
Primary Responsibility to Sales of NRI savings Account, NRI Fixed Deposit,
Additional Responsibility to sale of NRI Home Loan, Life Insurance, Mutual Fund, Bonds,
Gold coin, General Insurance, Mutual Fund, D mat Account as Cross sell Product.
Meet the NRI customer over cold calls on Day by day to convert them to open a NRI Account and Cross sell product.
Activities done at NRI Area to get the leads convert into open NRI Account.
Attend Walk in Customer offer the solution of NRI product based on their Requirement.
To acquire, develop and strengthen NRI Banking customer relationships through effective relationship management in accordance with business goals Achieve daily Call & lead generation targets & monthly Sales targets.
Follow-up with the customers Capture and update customer information accurately
Call prospective clients and explain product and services Manage and develop relationships with new and existing affluent customers through professional consultative financial analysis
BHARTI AXA LIFE INSURANCE LTD, Pondicherry, India
Agency Manager, 01 Aug 2007- 30 Sep 20008
Recruited good quality Insurance Advisors by prospecting, identifying and sourcing good quality insurance advisors through presentations, constant follow ups, collection of necessary documentation and ensuring attendance of the prospective Advisors in the training program
Done Joint Calls with Agents on a daily basis for Life Insurance
Train the Insurance Advisors through classroom and ensure the financial advisors Completed IRDA exam to help them achieve sales targets.
Achieve business targets- Plan and implement achievement of sales targets month after month by setting individual targets for each of the Advisors in the team taking into consideration the Advisors potential and the total business target.
Provided training and monitor development needs of financial consultants in the team. To Review performance of own team of Agents and to improve their productivity.
To motivated them to achieve organizational goals.
Comply with all the Policies and Procedures laid down by the Company
BIRLA SUNLIFE INSURANCE LTD, Pondicherry, India
Agency Manager, 22 Oct 2008-15 Jun 2010
Recruited and managed Agents to Source Life insurance Business for the Organization.
Primary Responsibility is to recruit agents as per plan of Target.
Activate agents on a monthly basis as per given plan of Motivation on commission and Contest.
Ensure Active Advisor productivity is maintained as per the plan of the organization.
Generate Revenue and Acquire New Customers for Life Insurance.
Ensure Mandatory Attendance at all Meetings & Training Programs as decided from time to time by Management.
Done Joint Calls with Agents on a daily basis
Conduct Meetings with reporting Agents on an on-going basis.
Comply with all the Policies and Procedures laid down by the Company.
MAXNEW YORK LIFE INSURANCE LTD, Madurai, India
Relationship Associates, 16 Jun10- 04Aug 12
Worked as a Relationship Associate with corporation Tie up of Axis bank Ltd unit for in-charge of short and medium-term Revenue Target of Life Insurance Target.
Convert the bank leads into Sales closure of Life Insurance Product to Achieve Bank Revenue Target,
Met face to face customer for Analyze financial needs and sale of Life Insurance product. Maintain Good Relationship with Bank staffs to get Leads Attend Walk in Customer queries.
RELIGARE HEALTH INSURANCE LTD, Madurai, India
Sales Manager, 08 Aug 2012-05 Feb2013
Primary Responsibility led a Team of Relationship manager across the Regional of Madurai,set target to Relationship manager support and Review Target Vs Achievement Health Insurance.
Additional Responsibility to Ensured provided Product and sales Training of Health Insurance Product.
Provided Good quality of services to the Customer.
Activate agents on a monthly basis as per given plan of Motivation on commission and Contest.
Ensure Activate Relationship manger productivity is maintained as per the plan of the organization.
Done Joint Calls with Relationship manager on a daily basis
Conduct Meetings with Review report of Relationship Manager on-going basis.
Comply with all the Policies and Procedures lay down by the Company.
NJ INDIA INVEST PVT LTD, Coimbatore, India
Branch Manger, 13 Feb2014- 18 Aug 2014
Primary Responsibility to Managed and Reviewed Unit Manager Target Vs Achievement and Additional Responsibility to Increase Branch (AUM) Asset Under management Need to Look after entire branch activities
Set target to Unit Manager, Review on Basis Target vs. Achievement .
One More Additional Responsibility to Provided training to Distributor for Mutual Fund Distribution Certificate.
Ensured Quality of Services of the Branch customer.
Comply with all the Policies and Procedures laid down by the Company.
ICICI BANK LTD, Chennai, India
Branch sales Manager,27 Aug 2014- 30 May 2015
Responsibility of led Team of Direct sales Executive and Distribution sale Associates to Marketing Mortgage Product like Home Loan,Loan Against Property, Lease Rent Discount, Additional Responsibility to sale of CASA, Life Insurance, General Insurance through DSA and DST,
Ensure provide Good services to the customer.
Ensure process & compliance adherence. Conduct branch level initiative for acquisition and customer services.
PRESENTLY I AM ENGAGING WITH A BUSINESS AS A PARTNER SINCE 01 JUNE 2015 WITH SAMUEL AGENCIES COMPANY SIVAGANGA, TAMILNADU, INDIA.
SERIOUSLY I AM LOOKING FOR A JOB IN ABROAD PLANS TO QUIT PARTNERSHIP FROM BUSINESS AND JOINT A JOB IMMEDIATELY.
PERSONAL DETAILS
Father Name : Jothi
Date of Birth : 26 Nov 1982 & 34 OLD
Sex : Male
Marital Status : Married
Nationality : Indian
Languages known : English, Tamil,
Passport No : K8297558 ( Copy attached Next Page)
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