Sign in

Life Insurance Sales

Chennai, Tamil Nadu, India
February 19, 2020

Contact this candidate



R. Lavanya

Ph: +91-978*******

Professional summary

Having 15+ years of experience in Banking, Insurance, and Engineering sectors exposure in the area of Operational& company Secretarial functions. Seeking a highly challenging career, where I can apply my knowledge. Acquire new skills and contribute effectively to grow with organization. Work well in teams and independently.

Cholamandalam MS General Insurance (Sept 2014 till Dec 2019)

Designation - Manager

Reporting to the Whole Time Director of Japanese and Korean Division.

Job Description:

Operations and Maintenance (O&M)

Ensuring all operations are carried on in an appropriate, cost-effective way.

Improving operational management systems, processes and best practices.

Risk Assessment and Risk Management to facilitate resilience and business continuity Management.

Excellent in Communication and perform strategic Planning, Delivery and Evaluation.

Analyze and improve organizational processes, and work to improve quality, productivity and efficiency.

Preparation of monthly quarterly & annual reports as required

Monitoring the itineraries, hotel, cab arrangements, of expats & Indians for their domestic & international business plans.

Possess Self-driven attitude with no supervision.

Coordinating with senior management for expats meetings

Review the daily work of supporting staffs in each location & evaluate their responsibility in the necessary assignment Evidence-based decision-making process.

Ensure all legal and regulatory documents are filed and monitor compliance with laws and regulations.

Manage relationships with key operations vendors

Review and approve all operational invoices and ensure they are submitted for payment.

Build alliances and partnerships with other organizations.

Handle FRRO Services (Visa &Immigration) for Expatriates and validate Visa Extension / Exit Clearance for Expats.

TVS & Sons Chennai. (February 2013– July 2014)



Executive Secretary (Reporting to Global President)

Job Description:

Update on daily basis of Meetings/Call details in CEO’s Calendar. Co-ordinate for the meeting and fixing the venue etc.

Attending all the review meetings on a monthly basis & will be preparing the Minutes of Meeting with the help of the concerned heads.

Coordinating with all departments for any meetings, update of any documents etc.,

Arranging Air Ticket with travel desk & handling hotel booking – National & International.

Arranging for visas

Coordinating with HR Dept. for interviews

Arrangement and management of Board meetings

Arranging for the Hotel Accommodation for the guest

Handling Global President Mails – Under his guidance will reply his mails which are quite confidential in nature.

Fixing conference calls both domestic and international through bridging.

Providing the travel approval for the employees & sending to finance department for the claims

Verifying the legal documents

Ramboll Engineering Consultancy Chennai. (July 2011– Feb 2013)



Executive Secretary (Reported to COO)

Job Description:

Update on daily basis of Meeting/Call details of the COO in his calendar assisting in day to day work

Preparing the Minutes of Meeting & presentation of slides in MS – Power Point

Arrangement and management of Board meetings, Group Directors Forum, corporate parties and events

Preparing the Project Status Report by every discipline on a weekly basis for an COO & Corporate Director review

Arranging the Hotel Accommodation for the guest& COO visiting other places in Chennai & outside India also

Arranging Air Ticket with travel desk & handling hotel booking – National & International

Coordinating with HR Dept. for conducting an interviews, staff attendance

Preparing the employees CV & updating in the Intranet site

Any celebrations, & other new items in Chennai office will be updated in the Intranet site

Coordinating with all the Discipline Leads for any meetings, update of any documents etc.,

Preparing the company Policies & Procedures

Explaining about the Company Code of Conduct to the new joiners

Aviva Life Insurance (Sep2006 – Oct 2010)



Executive Assistant (Reported to Regional Director – South)

Job Description:

Preparing the Sales MIS & Sending to National, Regional Director & Branch Managers on a daily basis

Preparing the Recruitment MIS, Target & Achievement for Branch Mangers, Deputy Mangers, and Zonal Managers & Monthly tracker will be sending to all the Heads. Reimbursements of sales managers, branch managers& deputy branch manager’s reimbursements will be checking & sending to finance

Conducting the meeting & providing training for Exec Assistant for preparing the MIS

Coordinating with Cluster Managers to prepare the Travel Plan & Schedule for RD's visit in various branches in South

Distributing the FPA's & SM's Gifts & Certificates to the respective locations of Southern Region

Preparing the Minutes of Meeting & presentation of slides in Ms – Power Point

Coordinating with HR Dept. for conducting interviews, leave, staff attendance

Verifying the Reimbursements of South team & getting the approval from Regional Director & sending to Finance Dept.

Daily Interaction with all Departments Heads (HR, Admin, Operations, Finance & Training) for various meetings & follow ups

Preparing monthly chart with training department for providing the training to sales mangers & FPA’s - South

Arranging Air Ticket with travel desk & handling hotel booking – National

Maintenance of Personal and official records / files of Regional Director, Zonal Managers & Cluster Managers and important and Confidential Data

Update on daily basis of Meeting/Call details of the Directors in the company portal & assisting in day to day work etc.

Reliance Life Insurance (Jan2006 – July 2006)



Sales Manager

Job Description:

Recruitment of Advisors

Providing a proper training & practical assistance for advisors

Conducting the meeting for the advisors & motivate them about the contest for the month & achieving my sales target on time

ICICI Bank (Jan2004 – Dec 2005)



Business Banking Executive

Job Description:

Handling the assets products (Overdraft Facility, Working Capital Funding)

Meeting the Top clients directly & explaining about the asset products & finishing my target on time

WWI (DS Max)(Jan 2000 – Nov 2003)



Executive Sales Executive

Job Description:

Managed & executed the operation of sales with 20– 25 members in the team & overall responsibility on sales target

Assigning work to team members

Providing practical assistance & training to employees

Motivating & providing guidelines to employees

Achieving all the targets given

Educational Details

Master in Public Administration at Tamil Nadu Open University,

Bachelor of Commerce from Madras University,

Diploma in Export Management (Gems & Jewellery) at National Institute of Export Management

IT skills

Software- MS- Word, Excel, PowerPoint & Tally 7.2


Achieved the Best Leadership Award for the year 2000, 2001 & 2002 for the major break sales with increase in sales target & maintained a good team in WWI (DS Max)

Achieved the Best MIS Reporter Award of Pan India for the year 2008 in Aviva Life Insurance

Personal Details

Date of birth


9th May 1980

Marital status






Languages known


English, Tamil, Hindi & Telugu



References would be provided on request



#New No: 11, Old No: 13

Nehru St, Kannappa Nagar,

Arumbakkam, Chennai – 600 106

R. Lavanya

Contact this candidate