Headline

Commerce Graduate | MBA | JIM’25 | Intern - NJ Wealth | NISM - VA | Management Trainee - Kotak Life

Location

Tiruchirappalli

Work experience

Management Trainee at Kotak Life, Jun 2025 - Mar 2026 · 10 mos, India, Built and managed a sales channel by recruiting, onboarding, and training a team of Life Advisors; drove advisor headcount growth within the assigned territory. Monitored individual advisor performance metrics and coached underperformers, contributing to consistent achievement of monthly revenue targets. Ensured full adherence to IRDAI regulatory standards and Kotak Life compliance frameworks across all sales activities. Conducting client meetings, product presentations, and need-based financial planning discussions. Maintained client relationship data and activity logs using internal CRM tools, improving team reporting accuracy.

Sales Trainee at NJ Group, Apr 2024 - Jun 2024 · 3 mos, Chennai, Tamil Nadu, During my internship at NJ Investments, I gained in-depth knowledge in mutual fund operations and investment strategies. I actively contributed to the team by bringing in a new client, which was recognized as a significant achievement and also contributed some points to my supervisor. My role involved assisting with portfolio management, client interactions, and financial reporting, providing me with valuable hands-on experience in the finance sector.

Education

Master of Business Administration - MBA, St.Joseph's Institute of Management-JIM,Trichy

Bachelor of Commerce, Holy Cross College, Tiruchirappalli - 620 002.