PRAVEEN CHINNASAMY
INSURANCE & BANKING
COIMBATORE
Summary
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success. Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well customer relationship-building skills. Proficient in using independent decision-making skills. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
14
14
years of professional experience
6
6
years of post-secondary education
Work History
Cluster Manager
Edelweiss Life Insurance
03.2024 - 01.2025
- Coordinating with Coimbatore 14 CSB bank branch Managers to achieve LI revenue budget in their clusters & branches and SME Channel
- Handling 6 RMs reporting directly to me
- Maintained 40% OA Share
- Qualitative experience in handling Operations Management entailing Client Relationship Management / Team Management & Partners SP Licensing
- Ensure an RMs are properly educated about an organizational expectations and provide regular updates about their KRA & ensure to meet the same
- Demonstrated respect, friendliness and willingness to help wherever needed
- Provided professional services and support in a dynamic work environment
- Cultivated interpersonal skills by building positive relationships with others
- Provided specialized financial planning support for clients with diverse portfolios and individual needs
- Recommended specific investments to help clients meet financial goals
- Presented financial plans and investment recommendations to clients
- Updated clients on changes in tax laws and other regulations affecting investments
- Advised clients on investments, retirement and estate planning
Cluster Manager
TATA AIA LIFE INSURANCE
08.2022 - 03.2024
- Coordinating with Coimbatore 28 City union bank branch Managers to achieve LI revenue budget in their clusters & branches
- Handling 9 RMs reporting directly to me
- Maintained 60% OA Share
- Qualitative experience in handling Operations Management entailing Client Relationship Management / Team Management & Partners SP Licensing
- Ensure an RMs are properly educated about an organizational expectations and provide regular updates about their KRA & ensure to meet the same
- Demonstrated respect, friendliness and willingness to help wherever needed
- Provided professional services and support in a dynamic work environment
- Cultivated interpersonal skills by building positive relationships with others
- Provided specialized financial planning support for clients with diverse portfolios and individual needs
- Recommended specific investments to help clients meet financial goals
- Presented financial plans and investment recommendations to clients
- Updated clients on changes in tax laws and other regulations affecting investments
- Advised clients on investments, retirement and estate planning
Branch Relationship Officer
Axis bank ltd
10.2021 - 08.2022
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product
- Completed opening and closing functions to meet operational needs
- Built long-term, loyal customer relations by providing top-notch service and detailed order, account, and service information
- Leveraged sales expertise to promote products and capitalize on upsell opportunities
- Managed customer relations on ongoing basis to maximize customer retention
- Created customer support strategies to increase customer retention
- Developed and implemented standards for staff to provide consistent service to customers
- Cross-sold credit cards, loans and other bank products
- Processed wide variety of retail banking transactions for personal and commercial customers
Unit Sales Manager
ICICI LOMBARD GENERAL INSURANCE COMPANY LTD
09.2016 - 10.2021
- Handling all branches in Coimbatore in accordance of banc assurance
- Trained the bank staffs in order to generate leads and convert it through the I-Policy application
- Generating leads through the SME and ETRG team in order to sell the GHI, GPA, STOCK INSURANCE and other general insurance products
- Insurance attachment for the following products: 1) Personal loans 2) Auto loans 3) Commercial vehicle loans 4) Two wheeler loans
- Building a rapo with the relationship manager to compete with the competitor to achieve the target
- Creating contest for relationship managers and executives
- Generating MIS reports to update the management about individual and business performance
Relationship Associate & Associate Sales Manager
MAX LIFE INSURANCE COMPANY LTD
06.2013 - 09.2016
- Playing a key role in effectively achieving targeted average premium through the assigned Axis Banks Relationship adhering to the Vision and Values set by the Organization
- Maintaining and building good relationship with the Bank employees and their Aggregators
- Responsible for product and process training for internal and external team
- Utilizing market information & personal network to develop marketing intelligence for generating leads
- Maintaining healthy business relations with clients, ensuring high level of customer satisfaction
- Interfacing with clients for understanding their requirements & suggesting the most viable solution and cultivating relations with them for customer retention & securing repeat business
Sales Executive
HDFC STANDARD LIFE INSURANCE COMPANY LTD
11.2012 - 05.2013
- Playing a key role in effectively achieving targeted average premium
- Maintaining and building good relationship with the customers
Pioneer Sales Man
BRITANNIA
01.2011 - 09.2011
- Handling distributors in the assigned geography
- Managing and increasing Primary and secondary sales
- Expanding untapped and under developed market
- Meeting the sales target
- Reporting the competitor activities frequently and take corrective measures
- Appointing new distributors
- Responsible for collections
- Daily interaction with the market(Retailer)
Education
Bachelor of Arts - Commerce
Hindusthan College of Arts & Science
03.2005 - 04.2008
MBA - Management
Master of Business Administration
04.2018 - 03.2020
Master of Philosophy - Marketing Management And Research
Coimbatore Institute of Management & Technology
11.2011 - 10.2012
Skills
- Strategic planning
- Sales and marketing
- Business planning
- Decision-Making
- Multitasking Abilities
- Dependable and Responsible
- Teamwork and Collaboration
- Planning and Coordination
- Product knowledge
Accomplishments
- Qualified for the Thailand Thunder 2023, MM/DD/YY, at Thailand for Tata Aia Life insurance.
- Pan India Topper for Selling new insurance business, MM/DD/YY, 2022-2023 with Tata Aia Life insurance.
- Pan India No 1 Team, MM/DD/YY, (Out of 8 member 5 got Promoted and Qualified for Thailand Thunder) 2022-2023 with Tata Aia Life insurance.
- Qualified for the Achievers club, 02/04/16 - 02/06/16, at Thailand from 4th to 6th February 2016 for Max life insurance.
- Qualified for 'Time is now', 07/22/16 - 07/24/16, at Dubai 22nd to 24th July 2016 for Max life insurance.
- Received a sword of honor, MM/DD/YY, for JFM-2016 for Max life insurance.
Timeline
Cluster Manager
Edelweiss Life Insurance
03.2024 - 01.2025
Cluster Manager
TATA AIA LIFE INSURANCE
08.2022 - 03.2024
Branch Relationship Officer
Axis bank ltd
10.2021 - 08.2022
MBA - Management
Master of Business Administration
04.2018 - 03.2020
Unit Sales Manager
ICICI LOMBARD GENERAL INSURANCE COMPANY LTD
09.2016 - 10.2021
Relationship Associate & Associate Sales Manager
MAX LIFE INSURANCE COMPANY LTD
06.2013 - 09.2016
Sales Executive
HDFC STANDARD LIFE INSURANCE COMPANY LTD
11.2012 - 05.2013
Master of Philosophy - Marketing Management And Research
Coimbatore Institute of Management & Technology
11.2011 - 10.2012
Pioneer Sales Man
BRITANNIA
01.2011 - 09.2011
Bachelor of Arts - Commerce
Hindusthan College of Arts & Science
03.2005 - 04.2008
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