Mercy D
Chennai
Summary
Having 10 years of work experience in Sales. Including Banking and Life Insurance. IRDA and AMFI Certified Banker. Having 5 years experience in Life Insurance industry and have successfully completed the target every year.
Overview
10
10
years of professional experience
Work History
Priority Relationship Manager
STANDARD CHARTERED BANK
10.2024 - Current
- Handling Priority Client (HNI & UHNI) with the Portfolio of 24 Crores.
- Acquiring and Handling FUM Qualified NTB and ETB clients.
- Connecting clients on regular basis through Calling, Virtual meeting & Physical meeting.
- Providing Investment solutions to customers through various products based on their needs.
Senior Priority Relationship Manager- Manager
AXIS BANK LTD
10.2022 - 09.2024
- Handling Portfolio of 15.5 Crs.
- Cross Sells existing bank products to customers.
- Regular portfolio review to the mapped customers.
- Ensure high levels of customer service orientation.
- Acquiring new customers through references and calling.
- Meet the productivity benchmark assigned by the bank.
Personal Banker Sales - Deputy Manager
HDFC BANK LTD
06.2020 - 10.2022
- Handling Portfolio of 150 HNW Customers.
- Offering services based of customer need.
- Acquiring new customers through references and calling.
- Meet the productivity benchmark assigned by the bank.
- Revenue generation through various products and achieve annual Income target.
Associate Financial service manager
ICICI PRUDENTIAL LIFE INSURANCE CO.LTD
06.2016 - 05.2020
- Make contact with our prospect and record their details.
- Finding More prospects and determine if our products or service are a good fit for them.
- Drill into the prospect's requirements.
- Demonstrate to the Prospect how our product or service would benefit them.
- Send our Quote or proposal and adjust our proposal in the light of the prospect's needs.
- Deliver our products or services.
Relationship Officer
BHARTI AXA LIFE INSURANCE
07.2015 - 05.2016
- Direct Marketing Channel.
- Generating leads through calling and other various activities, converting the leads to prospects and get the closure.
Education
MBA - Finance and Marketing
Natesan Institute of Cooperative Management
Chennai, Tamil Nadu04.2015
B.COM CS - BACHELOR OF CORPORATE SECRETARYSHIP
Jaya College of Arts And Science
Chennai, Tamil Nadu04.2013
Skills
- Ability to build trust through interpersonal interaction
- Good Communication and listening skills
- Self-Motivated
- Team oriented with ability to build
Disclaimer
I hereby declare that all the information given by me is true and correct to the best of my knowledge and trust.
Place
Chennai
Timeline
Priority Relationship Manager
STANDARD CHARTERED BANK
10.2024 - Current
Senior Priority Relationship Manager- Manager
AXIS BANK LTD
10.2022 - 09.2024
Personal Banker Sales - Deputy Manager
HDFC BANK LTD
06.2020 - 10.2022
Associate Financial service manager
ICICI PRUDENTIAL LIFE INSURANCE CO.LTD
06.2016 - 05.2020
Relationship Officer
BHARTI AXA LIFE INSURANCE
07.2015 - 05.2016
MBA - Finance and Marketing
Natesan Institute of Cooperative Management
B.COM CS - BACHELOR OF CORPORATE SECRETARYSHIP
Jaya College of Arts And Science