Headline

Investment Banker

About

Hi, im Abarna velmurugan, i've completed B.com., bachelore degree in 2018, and i've 4 years 8 months work experience in banking and insurance where i handled HNI and NRI clients with book size of 100 crore like building relationship with client and providing financial solution, and selling banking product and ensuring customer satisfaction, and I’ve also successfully completed an Investment Banking course at Imarticus to deepen my understanding of the financial industry and sharpen my skills. I’ve always been intrigued by how financial strategies can influence growth and create value, which has driven me to develop strong financial skills. What sets me apart is not just my technical expertise but also my ability to think critically under pressure and collaborate effectively with others. I focus on finding creative, data-driven solutions and take pride in delivering precise and meaningful results. I strongly believe that “Opportunities don’t happen, you create them.” I am constantly looking to challenge myself and turn my ideas into impactful actions.

Location

Madurai

Work experience

Deputy Manager at ICICI Bank, May 2023 - Aug 2023 · 4 mos, Chennai, Tamil Nadu, India, . Built lasting partnerships by taking part in various types of networking events. • Established strong client relationships to drive business development. • Achieved client loyalty through quality, productivity, service and proactive management. • Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills. • Managed Portfolio of HNI Clients with a book size of 100cores.

Business Sales Manager at Bajaj Allianz Life Insurance, Dec 2020 - Mar 2023 · 2 yrs 4 mos, Chennai, Tamil Nadu, India, • Cross-sells the Bank's commercial products (TERM, TRADITIONAL and ULIP) and services to existing customers. • Acts in a trusted advisor role to companies generating ideas, advice and solutions, usually to the larger companies in the assigned territory. Follows market trends & developments to increase the Bank's business in established and developing markets • Doing domestic and international phone calls in daily basis to provide service to existing client and develop relationships. • Drives new business development, portfolio management, credit quality and overall relationship management of an assigned portfolio of commercial customers • Ensure compliance, operational risk controls in accordance with IDFC First Bank or regulatory standards and policies; and optimize relations with regulators by addressing any issues. Manages relationships with BAJAJ ALLIANZ LIFE Insurance leadership and LG (Lead Generators) to ensure service and quality are provided in such a way as to help the bankers to achieve their targets. Create and build relationships with the region's leaders (CMO,VPs,AVPs) to establish protocols, pave the way for reception of activities and effective execution of the BAJAJ ALLIANZ LIFE Insurance Training plans wherever they are deployed in the region

Executive relationship manager at Aditya Birla Sun Life Insurance, Sep 2018 - Nov 2020 · 2 yrs 3 mos, Chennai, Tamil Nadu, India, • BANCA channel tie-up with Karur Vysya Bank working from 1st sep 2018 to 31st Oct 2020. Operatingcustomerandaccountsanddata sforservice Purpose and • analyst fund performance of investments. • Direct and virtual interacting with the customer and explaining the benefits of the products. Managing with IDFC first bank relationship of 2 branches navigating through the LGs (LEAD GENERATORS). Managing an assigned channel of leads to achieve new business target for each month. • Update the Client Management Systems/CRM database to maintain accurate information • To arrange customer gathering in branches to increase customer awareness. • Make outbound client calls and build effective relationships with customers and co-workers • Act as the Company representative and liaison between customer and company personnel to identify and resolve issues • To give training and do refreshment to branches on Insurance Products. • Train, coach, and regularly review a winning and effective team. Networking with stakeholders of the company such as clients, customers, business • partners, and community.

Education

B.com, Bachelor of commerce, Government College for Women, Kumbakonam - 612 001.