Service Representative Insurance Manager
Resume:
Service-oriented with **-year of background in
financial services in Insurance and Investment
Planning.
Excellent communication and time
management skills.
Handles tasks with accuracy and efficiency.
Friendly and enthusiastic with ability to learn
new tasks quickly.
Represent establishment with friendly,
professional demeanor at all times
PROFESSIONAL SUMMARY
AMARAVATHI FINTECH SERVICES INDIA PVT LTD -
Certified Financial Planner
GUNTUR, INDIA • 01/2020 - Current
AMARAVATHI INSURANCE MARKETING PVT LTD -
Principal Officer
GUNTUR, INDIA • 06/2016 - 12/2019
• A Goal oriented professional expertise in Core
WORK HISTORY
Interviewed clients to determine current
income, expenses, insurance coverage, tax
status, financial objectives, risk tolerance and
other information needed to develop
financial plan.
•
Provided specialized financial planning
support for clients with diverse portfolios and
individual needs.
•
Met with clients to discuss assets, expenses
and long-term and short-term investment
goals to devise personalized financial plans.
•
Drafted comprehensive financial plan to offer
recommendations and supporting data.
•
Kept client financial plans optimized for
current market trends and economic
conditions.
•
SKILLS
• Financial planning
• Insurance Planning
• Investment planning
• Retirement Needs
• Investment advice
• Mutual funds
• MS-office
PONDICHERRY UNIVERISTY
PONDICHERRY • 12/2010
PG DIPLOMA INSURANCE MANAGMENT
PONDICHERRY UNIVERSITY
PONDICHERRY • 12/1999
MASTER oF MARKETING MANAGMENT
NAGARJUNA UNIVERSITY
GUNTUR • 04/1996
B.Sc Computer Science
EDUCATION
CFP- Certified Financial Planner
Financial Planning Standards Board,
(FPSB), US
Licentiate- October 2010 Life Branch
Insurance Institute of India
National Institute of Securities Markets
V-A Mutual Fund Distributor Certificate
CERTIFICATIONS
SRI VIJESA PRASADA REDDY
TELUKUTLA
E: ************@*****.***
A: GUNTUR, India 522007
Sales, Business Development, and Team Leader
& Client Management in the Life & Health
Insurance, Mutual fund Investment services.
• Conducting Training sessions to Insurance sales
persons(ISP),Financial Service Executives(FSE)
Updating Current market trends,Closing
Techniques, Financial Need based Analysis to
suit the right Product tocutomers.
• Weekly Conducting Skill building sessions to
improve the Knowledge of the ISP & FSE to
deliver best results .
• Every Month Conducting meetings
recognizing the all employees who have done
very well in last month Performance.
• Taking Lead from the front sharing best
practices of the office.
Bharti Axa Life Insurance Co Ltd - Senior
Relationship Officer
GUNTUR, INDIA • 10/2015 - 05/2016
THULASI FINANACIAL SERVICES - Business
Development Manager
TRIPURANTHAKAM, INDIA • 01/2011 - 09/2015
Max New York Life Insurance Company Ltd -
Associate Partner
ANANTHAPUR, INDIA • 04/2008 - 11/2010
Generated new business and referral clients in
partnership with financial advisors and branch
team.
•
Maintained knowledge on banking products
and distribution to provide optimal service
support.
•
Reached out to potential customers via
telephone, email and in-person inquiries.
•
Established relationships with key decision-
makers within customer's organization to
promote growth and retention.
•
Analyzed monthly sales to identify product
lines needing additional promotion,
maximizing profits.
•
Monitored competitive activity and market
conditions to provide feedback to
management.
•
• Collaborated with team members to achieve
ICICI PRUDENTIAL LIFE INSURANCE COMPANY
LIMITED - Unit Manager
KURNOOL, INDIA • 02/2006 - 03/2008
various companies - Medical Service
Represenataive
KURNOOL, India • 03/1998 - 01/2006
Worked as a Medical Service Representative in
Various companies like UNI-SANKYO Ltd., from
MARCH 1998 to DECEMBER 2000, SAI MIRRA
INNOPHARM (P) Ltd., From JANUARY 2001 to
MARCH 2004 as Territory Manager, Pentacare (A
Division of ALKEM Laboratories Ltd.,) From April
2004 to January 2006 as Marketing Executive
based at Kurnool HQ
target results.
Worked within applicable standards, policies
and regulatory guidelines to promote safe
working environment.
•
Promoted products and services using
upselling and other sales strategies.
•
Explained advantages, features and
disadvantages of various policies to promote
sale of plans, boosting overall sales of 100%.
•
Met with customers to provide information
about available products and policies.
•
Met with customers to provide information
about available products and policies.
•
Collected premiums on or before effective
date of coverage.
•
Identified and solicited sales prospects in
agency databases.
•
Created sources for continuous client referrals
within community and with businesses using
extensive networking skills.
•
Recruit and development of Agent Advisors
for generating Life insurance business
•
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