Summary
Overview
Work History
Education
Skills
Timeline
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Bhavana Mahendra Kumar

Summary

Seeking a challenging position in Accounting and Finance with a dynamic organization that demands excellence in consistently meeting business objectives and exceeding standards.

Overview

4
4
years of professional experience

Work History

SENIOR CORPORATE AGENCY MANAGER

HDFC Life
02.2017 - 12.2020
  • Assisted bank customers in diversifying their portfolios through various investments, particularly in insurance
  • I served bank clients with issues and was part of lobby management
  • Awarded for the Certificate of Achievement at the HDFC Life EVP Galaxy Conference twice in 3 years (Udaipur and Barcelona)
  • Create large portfolios for top industry clients
  • Managed Trainee performance through disciplining, coaching, and counseling
  • Represented a range of company products and services by delivering specific solutions or product sets
  • Led successful agency operations by selecting, training, and developing agency members and staff
  • Met assigned targets for profitable sales volume and strategic objectives by creating agency campaigns for customer appreciation and revenue generation.

RELATIONSHIP MANAGER

HDFC Securities, CHENNAI
07.2016 - 12.2016
  • Investigated different types of securities and related risk levels to help coordinate sustainable and prosperous investment plans
  • Organized customer-focused events to build brand loyalty and uncover new revenue streams
  • Used CRM system to track client activity, produce reports and manage pipeline
  • Employed consultative selling skills and call reporting plans to improve client experiences and business results
  • Met regularly with customers to enhance relationships and look for new business opportunities
  • Reviewed customer needs and allocated assets to engage with customers and meet current requirements.

Education

B.COM - ACCOUNTING AND FINANCE, COMMERCE

M.O.P Vaishnav College For Women
Chennai, Tamilnadu
04.2016

POST GRADUATE DIPLOMA - INSURANCE

Manipal University
India
06.2017

MASTER OF ACCOUNTING -

Macquarie University
NSW
02.2023

Skills

  • High degree of initiative and learning inquisition
  • Ability to work within tight schedules and deadlines
  • Communication, Presentation, and Learning skills
  • Basic tally skills
  • Certified in Microsoft Excel
  • Basic ‘Zero Software’ skills

Timeline

SENIOR CORPORATE AGENCY MANAGER

HDFC Life
02.2017 - 12.2020

RELATIONSHIP MANAGER

HDFC Securities, CHENNAI
07.2016 - 12.2016

B.COM - ACCOUNTING AND FINANCE, COMMERCE

M.O.P Vaishnav College For Women

POST GRADUATE DIPLOMA - INSURANCE

Manipal University

MASTER OF ACCOUNTING -

Macquarie University

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