Arun Prabhu
Summary
- Being into Financial Services & Investment Banking Sales with major organizations, I have gathered potential knowledge in different areas of Financial Services hard core sales. In a lookout for a challenging and rewarding opportunity in an organization wherein I could get more exposure on my career and I can utilize my skills and knowledge which will contributes towards organizations growth.
- MBA with 16 years of experience in Insurance and Branch Banking Sales.
- MDRT Qualified Member (Heights International Recognition Financial Service Awards Winner in USA every year)
- 2024 COT Achiever (based on 2023 Productions) &
- 2023 TOT Achiever (based on 2022 Productions)
- 2022 MDRT Achiever (based on 2021 Productions)
- 2021 COT Achiever (based on 2020 Productions)
- 2020 MDRT Achiever (based on 2019 Productions)
- 2019 MDRT Achiever (based on 2018 Productions)
- Producer Club Qualifier in all years HSBC Life (formerly known as AXA Insurance (Singapore) Pte Ltd)
- TOP 4rd Producer (Insurance & Investments) Award 2019 in HSBC Life (formerly known as AXA Insurance (Singapore) Pte Ltd)
- Featured in Straits times news paper, HSBC Life Website & Digital Boards in various Malls in Singapore from 2018 till 2023
- Experienced in customer facing roles and ability to thrive under pressure and work well with others within our organization as well as externally with prospective clients.
- Self-starter with strong verbal and written communication skills.
- Certified CMFAS M5, M9, M9A and HI by MAS (Monetary authority of Singapore).
Overview
16
16
years of professional experience
1
1
Certification
Work History
Financial Service Manager - Insurance & Investment
HSBC Life Singapore Pte Ltd
11.2017 - Current
- Implement performance management strategies to drive individual objectives and achievement of team goals. Manage a team of financial advisory representatives to achieve their personal objectives and team goals while upholding high standards of professionalism
- Responsible for driving Investments, Life Insurance and Health Insurance business, achieving quarterly sales targets and acquiring new customers through consultative advising of Investment products.
- Checked submitted financial documentation for accuracy and integrity against internal and regulatory standards.
- Developed improvement plans to continuously develop individual and group performance, knowledge and abilities.
International Business Financial Consultant
Prudential Assurance Company Singapore Pte. Ltd
03.2017 - 10.2017
- Responsible for Life Insurance and Health Insurance business, achieving sales targets and acquiring new customers through consultative selling of Investment products.
Manager - Operations
Prompt Multi State Co-Operative Society Bank Ltd
06.2016 - 02.2017
- Assesses clients' financial situation by gathering information regarding investments, asset allocation, savings, retirement planning, and estate planning; evaluating risk tolerance.
Sales Manager - Retail Branch Banking
Emirates NBD Bank (PACT Employment Services)
01.2016 - 05.2016
- Established and cultivated solid business relationships with new or existing customers.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Acquiring the potential HNI customers for bank CASA relationships as well as cross selling all banking products like Credit cards, Personal Loan, Auto Loan, Home Loan, Business Loan and all other wholesale assets.
Manager - Retail Branch Banking
HDFC Bank
03.2012 - 01.2016
- Directing all operational aspects including distribution, customer service, human resources, administration and sales in accordance with the bank’s objectives
- Providing training, coaching, development and motivation for bank personnel
- Developing forecasts, financial objectives and business plans
- Acquiring the potential HNI customers for bank CASA relationship as well as cross selling all banking products like Credit cards, Personal Loan, Auto Loan, Home Loan, Business Loan and all other wholesale assets.
Business Development Manager - Insurance
Destimoney Securities Pvt Ltd
07.2007 - 02.2012
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Acquiring the potential HNI customers advising on their investments like Life Insurance, Mutual funds, and Demat and Trading a/c.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
Education
MBA - Finance
Acharya Institute of Technology
Bangalore, India06.2007
Bachelor of Science - Bio Chemistry
Sree Narayana Guru College
Coimbatore05.2005
Skills
- Investment Strategies
- Asset Allocation
- Business Development
- Process Improvement
- Financial Analysis
- Client Relationship Management
- Team Leadership
- Portfolio Management
- Risk Assessment
- Financial Advising
Accomplishments
- MDRT Qualified Member (Heights International Recognition Financial Service Awards Winner in USA every year)
- 2024 COT Achiever (based on 2023 Productions) &
- 2023 TOT Achiever (based on 2022 Productions)
- 2022 MDRT Achiever (based on 2021 Productions)
- 2021 COT Achiever (based on 2020 Productions)
- 2020 MDRT Achiever (based on 2019 Productions)
- 2019 MDRT Achiever (based on 2018 Productions)
- Producer Club Qualifier in all years HSBC Life (formerly known as AXA Insurance (Singapore) Pte Ltd)
Academic Credentials
- MBA-Marketing & Finance (Master of Business Administration) 2005-07 (Full time) from Acharya Institute of Technology, Bangalore accredited by VTU University with First Class.
- B.sc Bio-Chemistry 2002-05 from Sree Narayana Guru College, Coimbatore accredited by Bharathiyar University with First Class.
- Plus two 2000-02 -Rajah’s higher secondary School- Board of Kerala.
- S.S.L.C 1999-2000 -Rajah’s higher secondary School- Board of Kerala.
Linguistic Proficiency
English, Hindi, Malayalam, Tamil, Kannada and Telugu.
Place Of Issue
Singapore
Notice Period To Join
Immediately
Relocation
Ready to relocate any were in Singapore
Personal Information
- Resident Status: EP -Pass (Singapore)
- Passport Number: Z5299724
- Date of Birth: 27/11/1984
- Nationality: Indian
- Marital Status: Married
Disclaimer
I here declare that the above furnished details are true to best of my knowledge.
Certification
- Certified CMFAS M5, M9, M9A and HI by MAS (Monetary authority of Singapore),Singapore
- Certified ‘IRDA Certificate’ -India
Languages
English
Bilingual or Proficient (C2)
Tamil
Bilingual or Proficient (C2)
Malayalam
Bilingual or Proficient (C2)
Hindi
Upper intermediate (B2)
Timeline
Financial Service Manager - Insurance & Investment
HSBC Life Singapore Pte Ltd
11.2017 - Current
International Business Financial Consultant
Prudential Assurance Company Singapore Pte. Ltd
03.2017 - 10.2017
Manager - Operations
Prompt Multi State Co-Operative Society Bank Ltd
06.2016 - 02.2017
Sales Manager - Retail Branch Banking
Emirates NBD Bank (PACT Employment Services)
01.2016 - 05.2016
Manager - Retail Branch Banking
HDFC Bank
03.2012 - 01.2016
Business Development Manager - Insurance
Destimoney Securities Pvt Ltd
07.2007 - 02.2012
MBA - Finance
Acharya Institute of Technology
Bachelor of Science - Bio Chemistry
Sree Narayana Guru College
- Certified CMFAS M5, M9, M9A and HI by MAS (Monetary authority of Singapore),Singapore
- Certified ‘IRDA Certificate’ -India
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