Life Insurance Manager

A.Vamsi Veerabhadra Rao

E-mail: adhxsm@r.postjobfree.com Contact: +91-986*******

Qualified Master of Business Administration in Finance & Marketing and a result oriented professional in Retail Branch operations & Business development in diverse Financial Services Custody Operations Relationship Management Product & Business development Compliance Mid-office Strategic planner Go-getter Public speaking-Inductions, Seminars, Presentations SYNOPSIS

With over 12 years of experience in diverse Financial Services.

Presently associated with Shriram Life Insurance as Asst. Manager, Investments Mid office

Attributes: Good man management skills, ability of multitasking, good understanding of operational & Sales aspects for providing complete solutions, seeking & harnessing new opportunities and creating win-wins.

Industry Exposure: Banking, Insurance, Bancassurance, Depository Participant and Investments. PROFESSIONAL EXPERIENCE:

March’ 2017 to till date: Shriram Life Insurance, Asst. Manager –Investments Mid-office Key Role:

Monitor on daily basis the defined Limit management system.

Identifying the deviations & breaches of Limits and ensure rectification.

Monthly Investment Fact sheet preparation of all Unit Linked Funds.

Timely preparation & submission of IRDAI & BAP Investment returns.

Assistance in preparation of Board presentations, MIS, Dashboards other Adhoc works. Significant Highlights:

Automated several tasks, helped in reduction of time taken for routine tasks using MS-Excel.

Creation of useful MIS & Dashboard template for day to day operations of Back/Mid office.

Redesign & beautification of monthly Investment Fund Fact sheets.

Coordination with software team for betterment of functionality & ensure resolving cases.

SPOC for liaisoning with Custody (SCB) and Software development (Credence) support team. Sep’ 2008 to Mar’2017: Stock Holding Corporation of India Ltd, Branch Manager Key Role:

Monitoring day to day business development & operational activities of the branch.

Establishing strong market presence & reach by empanelment of Business associates

Ensured profitability of the Branch by increasing revenue with Third party product promotion.

Ensuring strict compliance face timely audits & address Customer grievance suitably.

Organizing timely Investor meets & improving customer relationship. Significant Highlights:

Stellar in recording highest percentage change in Branch Contribution, Branch stood at No.1 on Pan India basis for for FY 2009-10.

Essayed a key role in Tripling account acquisition in 3 years Demat & trading accounts FY13-14

Instrumental in sourcing Product bulk deals with Industrial majors viz Orient Cements, Singareni collieries, a total of 550 IPO applications and 600 NPS accounts for FY16-17.

Bagged the Regional top place in NPS accounts mobilization of 450 a/c’s(in 6months)in FY16-17

Certificates of Appreciation from Mutual fund AMC's for qualifying several MF/SIP contests

Proactively innovated and Organized “Finquest”- a Dist. level (6 MBA colleges) free seminar session on Capital Markets & practical demo on “Basics of Capital Markets “for MBA students. Merit of Mobilizing around 500 “Student, faculty Combo accounts” 2006 to 2007: Bajaj Allianz Life insurance Company Ltd., Trainee FPC Bancassurance Key Role:

To provide ideal life insurance solutions to the bank customers and help in their financial planning.

Significant Highlights:

Best performer amongst the team of 8 members in selling ULIPS.

Understanding & experiencing rural marketing and financial inclusion. 2005 to 2006: Centurion Bank (now HDFC bank), Graduate trainee-off rolls Key Role:

Operations, data entry in Outward clearing dept.

Front office management, maintenance of ATM-debit cards dispatch register. CERTIFICATIONS:

NISM-DP OPERATIONS NISM-EQUITY DERIVATIVES NISM-SORM NISM-LEVEL1 NISM-MUTUAL FUND ADVISORS MODULE (EUIN-E135097)

IRDA Corporate Agent (Composite) Specified person certificate. PROFESSIONAL TRAINING PROGRAMMES UNDERGONE:

Participated in One day training session on corporate etiquette, Communication & soft skills and Personality- development by Squadron leader Jayasimha at Hyderabad in Feb’2010.

Completed Certified Insurance Consultant Programme (CICP), from Bajaj Allianz (July’2006).

Completed Branch Managers Development Programme (5days) at SHCIL Learning & Development Centre (SLDC), Mumbai from 12/06/11 to 17/06/11. ADEPT WITH:

o Advance MS-Excel

o Promotional Activities

o Liaisoning & Coordination

o Training & Development

o Audit handling

o Presentation & Documentation

o Professional Client Relationship Management

ACADEMIC CREDENTIALS:

2 years full time MBA in Finance & Marketing, A.U.Dr B.R.Ambedkar PG centre,Etcherla, 2005

B.Sc in,Maths,Physics,Chemistry,SDS(A) college,Shreeramnagar,Vizianagaram dist. 2003 PERSONAL DOSSIER:

Date of Birth: 11th June 1983

Hobbies: Playing Musical Instruments.

Father: A.V.Sarvottama Rao

Address : Flat no 307, Tejhas Harivillu residency, Chandanagar, Hyderabad-500050

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