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Insurance Advisor Commercial Sales

Mumbai, Maharashtra, India
June 04, 2021

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Venkatraman Narayan

Contact: +91-995**-***** Email:,

Sales, Marketing & Business Development Professional

~ Recognized for High Professional Excellence & Merit in the Entire Career ~

Proactive, dynamic, committed, focused and results-oriented professional with 15 years of experience in marketing and sales of financial products inclusive of Realty business. Expert in expanding business with clients, vendors and business partners for product promotion. Possessing good interpersonal skills in acquiring new customers through direct contacts, promotional events. Ability to effectively manage a team and increase profitability to achieve corporate goals and objectives. Pragmatic, with proven managerial acumen and abilities to withstand work pressures and delivering assignments within specified time frame without compromising on quality benchmarks.

Seeking a Managerial Position across industries demanding high standards of quality and precision and providing opportunity to amalgamate my personal enrichment with professional goal

Profile Overview

●Business Planning & Development

●Market Research & Analysis

●Policy and Procedure Formulation

●Client Identification and Servicing

●Investment Services Management

●Marketing and Sales Management

●Vendor and Dealer Management

●Pricing Strategy

●Documentation & Reporting

●Loan Management

●Team Building & Leadership

Profile Overview

Demonstrated expertise in Client Identification and Management, Business Intelligence, Business Planning and Development, Insurance and Investment Consulting, Pricing and Documentation Procedures

Adept in analyzing core operational & business functions and implementing the most appropriate solution to drive continual business growth; skills in managing the end to end process to ensure accurate & timely response to customer requests

Established credentials in achieving significant profit, volume and customer satisfaction, cost control, revenue growth and bringing exceptional process improvements

Diligent with inquisitive mind and an insatiable thirst for keeping updated on the latest development in the Sales, Marketing and Business Development in the Real Estate Market and utilizing the knowledge in the organization to get an edge over the competitors.

Sound, practical management style and excellent, presentation, communication and interpersonal skills; possess growth-centered mind-set to drive positive change in the organizational culture while managing multiple tasks concurrently; ability to communicate complex financial issues in a simple way

Professional Experience


Madar Al Khaleeji Al Dhahabii Limited Partnership, Saham, Sultanate of Oman (March 19 – March 2020)

Store Manager cum Sales Coordinator (Reporting to General Manager / Finance Manager)


●Responsible for preparing and executing proposals on raw materials for Bakery Products.

●Liaising with Sales to understand client’s requirements thereby delivering them on preparation of reports in Tally for Sales Invoices, Purchase Invoice and Order, Credit and Debit Note, Sales Register, Gross Profit.

●Liaising with Finance Department and delivering them on reports consisting of Bank Receipts, Bank Payments, Cash Receipts and Cash Payments.

●Ensuring timely delivery of Stock at client’s place.

●Ensuring timely Store Management by updating stock details and rearranging the warehouse accordingly.

Irrigation Products International Pvt. Ltd., Chennai (March 2018 – March 2019)

Commercial Officer (Reporting to Commercial Head and Sales Head)


●Responsible for preparing and executing proposals for Golf Equipments and Golf Accessories.

●Liaising with Commercial Sales, Lawncare, Golf Cart and Res Comm Departments to understand client’s requirements thereby preparing and executing the Offer. Offer preparation done in SAP as well as MS-Excel depending on the proposal and it includes Proposals on Sales, Rentals, Buy-Back and Operating Lease.

●Preparing costings based on the items enquired by the clients on Commercial Equipments and Golf Accessories.

●Informing clients on the offer sent and contacting them thereafter for follow-up on the confirmation of their order and payments.

●Getting information from suppliers on Price Changes, Product Availability and Discount Notifications, etc.

●Understanding the tenders (Government and Private Sector) and submitting requisite documents pertaining to the same.

●Preparing Order Sheets for the Purchase Order received via e-mail and or courier mode, to be handed over to Purchase & Logistic Department. Acknowledgement of purchase order received via e-mail as well as preparation of Proforma Invoice to be sent to client along with the payment details.

●Sending weekly Commercial Reports (Golf Equipments and Golf Accessories) to respective salesperson on their Follow-Up Status for updating in SAP.

●Preparation of Monthly Report (Yamaha Golf Cart) to be sent with details that include:

Market Information on General News, Sales and Marketing Activity as well as Competitor News.

Sales Report (As per information sought from various departments).

Stock Availability.

Prakruti Consultancy Services, Chennai (Oct 2013 – Jan 2018)

Proprietor (


●Responsible for marketing through paper ads, web portals, references for enhancing the client base.

●Communicating with the sellers for inspection of their properties and guiding them on the actual prevalent price.

●Meeting and guiding both the buyer and seller to agree on pricing of the property.

●Helping buyers on housing loan with the best available rates in the market.

●Ensuring completion of property registration on the said date as agreed by buyer and seller

●Involved in Buying and Selling of Properties include Flats, Vacant Grounds, Independent Houses and Investment

●Single point contact from tele-calling to completion of sales proceeds including price negotiation


Successfully achieved sales of 6 residential flats ranging from Rs. 48 Lakhs to Rs. 1.41 Crores from Jan 2014 - Feb 2015.

Acquired skill sets to understand and find the exact targeted audience for the property.

Successfully enhanced the customer base of 30 plus Buyers who are still in the active list of the firm.

Aviva Life Insurance Co. Ltd. & Apollo Munich Health Insurance Co. Ltd., Chennai (Jan 2010 - Dec 2012)

Financial Planning Advisor/ Health Insurance Advisor (Reporting to the Sales / Branch Manager)


●Conducting a need base analysis of the potential customers and advising on the suitability of the property

●Involved in sourcing clients through paper advertisements, stall activities, vicinity marketing etc.

●Attending training programs to get updated market information and apprising the clients on the same


Awarded the ‘best advisor award in the year 2011-12 by Apollo Munich Health Insurance in the category range of Rs.1.0 Lakh to Rs.3.0 Lakhs Premium.

Bagged the Valuable Partner Award for financial year 2012 – 2013 from Apollo Munich Health Insurance.

Received Certificates of Performance for the months of Feb & Mar 2012 and for Activating Insurance Advisors - Sep 2012 from Aviva Life Insurance.

Royal Bank of Scotland, Chennai (Jan 2008 - Dec 2009)

Process Executive (Reporting to the Team Leader / Manager)


●Assigned responsibility of maintaining a quality requirement score of 98% needed always


Awarded ‘Best Process Executive’ awards in the Import Collections Team 3 times at different months

Received Certificate on completion of trade operation conducted by Royal Bank of Scotland.

SBI Life Insurance Co. Ltd, Chennai (Mar 2006 - Dec 2007)

Insurance Advisor (Reporting to the Sales Manager)


●Conducting a need base analysis of the potential customers and advising on the suitability of the property

●Involved in sourcing clients through paper advertisements, stall activities, vicinity marketing etc.


Awarded by SBI Life Insurance in the category of Emerging Advisor Achiever for completing a collected premium of Rs. 20 Lakhs.

Wipro Spectramind Services Pvt. Ltd, Chennai (Jan 2003 – Aug 2005)

Customer Support Executive (Reporting to the Team Leader / Manager)


●Maintaining database of associates and their respective team leaders and monitoring the individual team performance in both production and quality.

●Responsible for completing files and cases daily for the team without compromising on the quality.

●Identifying customers for understanding their credit worthiness and income for buying property and resolving the customer queries.

Standard Chartered Grindlays Bank, Chennai (May 2001 - Dec 2002)

Sales Executive (Reporting to the Branch Manager)


●Collecting information on the banking industry and their products as well as understanding the various segments of clients (retail and corporate).

●Responsible for selling each of the banking products like credit cards, savings & current accounts, fixed deposits, lockers and personal loans.

●Conducting marketing in vicinity to search of new clients on a weekly basis

●Involved in resolving customer queries as well as servicing them by informing about the new products and its competition in the market.


●B.B.A. (Administration & Management), Newport University, 2001

Professional Development

Training/ Seminars Attended:

●Management Development Programme - IACE, Chennai, 1999

●Child Future Planning Expert Programme - Aviva Life Insurance, Chennai, 2011

●Home Equity Income Review Underwriting - Wipro Spectramind, Chennai, 2004


●Trade Skill Assessment Certification - RBS, April 2009, Chennai

●Life Insurance Certification - IRDA

IT Skills: Proficient with MS Office, Network Centered Computing Curriculum – 2000 and Internet applications.

Personal Details

●Date of Birth : 27th Apr 1979.

●Languages Known : Hindi, English, Tamil.

●Nationality : Indian.

●Passport Details : No. Z2517977, valid till 8th Sep 2024.

●Address : Flat No. 8, 1st Floor Bharathi Flats, N.No.8 - O.No.13/2 Maharajapuram Santhanam

Road, T. Nagar, Chennai - 600 017.

Contact this candidate