I’m the Marketing Manager carries 6 yrs of experience in Insurance industry,  Life insurance corporation focused on sales and marketing for the insurance industry. In this role I lead the company’s B2C marketing strategy, overseeing pro team of marketing and sales professionals and managing the annual revenue.

Our most exciting work to date was creating a team pursue target achieved that generated enormous corporate buzz and was key to the successful completion of  convention in 2011. Not only did we have fun creating that convention, but also we found it rewarding to see the results.

Before joining , I worked for two finance marketing agencies — Bharti-Axa life insurance and Birla Sunlife insurance -  and was lucky enough to work with amazing conventions such as Time to Dare and Over lap.

I’m truly passionate about my work and always eager to connect with other marketers. While I enjoy all aspects of my job, I think my favorite stage of a project is working with the client or business unit leader to understand his or her business objectives. As we go through that collaborative process, the ideas start to flow and that’s always the fun part.

I have Honored Graduation from University of Bangalore.

I’m always interested in hearing from former colleagues, managers, or just interesting creative paradigm, I Focus to be Responsible and Most Promising Team Player of Organisation.

Work History

Work History
Aug 2014 - Present

Relationship Manager

Silver Globe Wealth Management
  • Counsel the clients for managing their finances and allocating resources productively
  • Recommend the several investment options available to ensure steady returns
  • Ensure the clients receive high returns and an increased profitability rate
  • Advise the clients on making accurate tax payments and lessening tax burden legally
  • Suggest clients to acquire or sell off assets that will provide high rate of return
May 2014 - Aug 2014

Business Development Officer

Nispana Innovative Platforms Pvt. Ltd.
  • Responsible for revenue generation and also encouraging repeat business.
  • Working closely with exhibition organizers. Developing, implementing and managing events.
  • Organizing trade fairs, conferences, away days, product launches.Liaising with clients at a high level.
  • Managing relationships with sponsors. Preparing delegate packs and promotional material.
  • Maintaining a calendar of events for effective long term planning & management.
  •  In charge of accommodation, schedules, travel, day plans and registration
Apr 2013 - May 2014

Financial Advisor

Grassroots BPO
  • Responsibilities similar to those indicated above for  220 accounts with market value of approximately $139 Million.
  • Consistently received excellent performance reviews and commendations for development of staff members, new business development and cross-referrals.

Jul 2012 - Apr 2013

Agency Manager

Aditya Birla Financial Services Group
  • Developed a new internal and external marketing organization (comprised of 10 individuals) to seamlessly transition marketing functions from the field into the newly centralized Corporate Marketing Department.
  • Created and executed successful marketing program to launch Birla Sunlife Insurance (Aditya Birla Brand) in the Bangalore, India markets.
  • Developed new industry-leading marketing, merchandising and promotional programs to increase retail penetration by 20%.
  • Developed strategic marketing and merchandising programs to secure a national GSG Program with Sales Improvement.
Nov 2011 - Jun 2012

Relationship Manager

  • Proficient in the sales and service of personal deposits, personal loans, investment and mortgage referrals.
  • Identify and maximize cross-sell opportunities through customer profiling.
  • Strong knowledge of branch operations policies and procedures

Aug 2010 - Oct 2011

Relationship Officer

AXA India
  • Collaborated with insurance carriers in quoting, crediting, and issuing policies
  • Streamlined data to provide a more efficient quote process
  • Produced memos and welcome packages to clients and Issue binders for coverage given
  • Assisted Commercial Customer Service department in customer retention and renewal
  • Sold and serviced personal lines insurance business
  • Billed, collected and processed premium payments


Jan 2008 - Jan 2010

Bachelor of Commerce (BCom)

Bangalore University
Jan 2005 - Jan 2008

Associate's degree

S.J.C.E, Mysore
Jan 1994 - Jan 2005


Parachute Regiment School- Indian Army





Account Management

Market Research

Business Strategy

Project Management

Marketing Communications

New Business Development

Marketing Strategy

Event Management

Business Development


Apr 2014 - May 2014

Star Performer - High Productivity

Financial Analysis
Mar 2014 - Apr 2014

Financial Analyst 

Wealth Management
Oct 2012 - Dec 2012

Star Performer

Aditya Birla Financial Services Group
Sep 2012 - Oct 2012

Financial Adviser 

Insurance Regulatory Development Authority Of India
Licensed By Insurance Regulatory Development Authority Of India
Jul 2012 - Oct 2012


Aditya Birla Financial Services Group
Get Set Grow Programme, Bangalore
Feb 2011 - May 2011

Affluence Star

Axa International Life
Time To Dare - Bangkok, Thailand
Aug 2010 - Oct 2010

Affluence Star 

Axa International Life
Over Lap, Kuala Lumpur, Malaysia
Jul 2010 - Aug 2010

Star Performer

Axa International Life
Jul 2010 - Aug 2010

Rising Star

AXA International Life



Amer Imrani

Unit Manger - Silver Globe Wealth Management

Beena Arun

Unit Manager - Grassroots

Vijay Gummani

Branch Manager - HDFC Limited

Prabhakaran K

Branch Manager - Reliance Wealth