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: advzib@r.postjobfree.com

P: +91-756*******

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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