vineeth kumar dasari - Dubai
VINEETH KUMAR DASARI
H.No:10-74/A & B New Gaddiannaram Dilsukhnagar
Hyderabad Telangana 500060
Mobile: +9701918312 C: +918978331188
[email protected]
OBJECTIVE
To work in a professional Environment so as to fully utilize my capabilities, knowledge, experience & skills to achieve the goals of the company in the most efficient manner, at the same time fulfilling my aspirations to excel in corporate world.
CORE PROFICIENCIES
ü Consistently meet and frequently exceeded the financial objectives of represented clients
ü Provided sound financial, insurance and wealth-management services to protect client assets
ü Maintain highest ethical and professional standards in his dealing with associates and other people, he will deal within in the course of work
ü Maintain the records of all the customers and provide them with after sale services
ü An accountable initiator with prime focus on the team work and achievements.
PROFESSIONAL EXPERIENCE
KOTAK OLD MUTUAL LIFE INSURANCE LTD (July 2015 to Current)
Bancassurance at Kotak Bank Ltd- Hyderabad Telangana India
Designation: Assistant Manager
Duration: July 2015 to Current
Job Profile:
• Relationship Management with bank manager/staff establishing strengthening relationship with branch manager & staff to gain referrals from them.
• Cross Selling and up selling financial instruments in the Bank Branches.
• Developed a comprehensive training program for new sales associates.
• Trained all incoming sales team members.
• Closed an average of 45 sales calls each quarter.
• Handling Relationship of HNI & Retail customers of Bank & provide them the best investment Options by lobby Management.
• Hands-on experience in AML procedures, Client services and Finnacle
• Maintaining relationship with all potential and existing clients
• Ensuring proper servicing and after sales support to clients
• Data reporting to management and gathering market intelligence
ICIC PRUDENTIAL LIFE INSURANCE CO LTD (April 2013 to May 2015)
Bancassurance at ICICI Bank Co Ltd - Hyderabad Telangana India
Designation: Associate Financial Services Manager
Duration: Mar 2014 to May 2015
Job Profile:
Relationship with bank branch associates/ relies heavily on relationship building and consultative selling.
• Researching and identifying sales opportunity, generating leads, target identification and classification
• Reaching out to new customers and making presentations or pitches outlining the benefits of product/ services.
• Understanding the client requirements and then customizing the product/ services as per their needs
Bancassurance at ICICI Bank Co Ltd - Hyderabad Telangana India
Designation: Financial Services Consultant
Duration: Apr 2013 to Mar 2014
Job Profile:
• Promptly resolved all customer requests, questions and complaints
• Maintained knowledge of current sales and promotions, policies regarding payment and Exchanges and security practices.
• Contacted customers by phone and email in response to inquiries.
• Planned and directed staff training and performance evaluations.
ING Vysya Life Insurance Co Ltd – Hyderabad Telangana India
Designation: Financial Advisor
Duration: 01 Jun 2012 to Mar 2013
Job Profile:
• Supported the sales team in writing proposals and closing contracts.
• Maintained knowledge of current sales and promotions.
• Built relationships with customers and the community to establish long-term business growth.
EDUCATION
MBA, Marketing & finance (2012) 64%
Ronald Ross College of Management - Hyderabad Telangana India
Bachelor of Life Science (2010) 63%
Ramakrishna Degree College - Jagital Telangana India
Board of Intermediate (2007) 49%
PRBM Jr College - Koratla Telangana India
Board of Secondary School (2005) 71%
ZPPS School – Mannegudem Telangana India
AWARDS & RECOGNITIONS
ü Certified in IRDA license.
ü Certificate of Appreciation - Gold Pista (Dec 2013)
ü Certificate of Excellence - AP Idol (Jan 2014)
ü Certificate of Excellence - AP-Idol reloaded (Apr 2014)
ü Certificate of Appreciation - May Magic (Apr 2014)
PERSONAL DOSSIER
Father name: Late Devarajam
D O B: 16 Sep 1990
***: Male
Marital status: Single
Nationality: India
DECLARATION:
I hereby declare that all the information furnished above is true to the best of my knowledge.
(Dasari Vineeth Kumar)