Balasubramaniam Andavan Email and Phone Number
I am a BFSI Specialist from Bangalore, India. I work with individuals as well as non-individuals like Business / Working Professionals, HNIs, UHNIs, NRIs, Trusts, Institutes and Corporates to offer them various products & solutions that meets their every financial need. I have over 20 years of rich experience in Investment Advisory, Insurance Planning, Portfolio & Wealth Management and Relationship Management in the BFSI industry. My enriched experience in Banking, Insurance and Financial Services gives value addition to my profession and I thereby continue to follow best practices at all times. Being result oriented, I successfully strive to help individuals achieve set targets in conjunction to their financial goals in life. I possess high levels of energy, enthusiasm and subject knowledge while interacting with clients. I work to the highest standards and have an eye for detail with skills in investment & insurance solutions and the management of team & channel.I am a versatile management post graduate, possessing strong motivational drive to succeed in the industry. Highly developed skills in problem identification and implementation of effective solutions. I am also comfortable with analyzing, understanding data and conducting myself in a professional manner. I am a friendly, mature and flexible individual with a proven entrepreneurial approach towards objectives and tasks.
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Founder & Bfsi SpecialistFinapian Services Group Jul 2014 - PresentBengaluru, Karnataka, India -
Relationship ManagerHdfc Bank Apr 2013 - Apr 2014Bengaluru Area, India# Associated with Priority Banking which deals with high net worth individuals.# Acquiring, Enhancing, Deepening and Retaining the HNI customers for our various banking products.# Generating references from our existing HNI customers to expand the portfolio base.# Increasing liabilities size of relationship through grouping the HNI customers of the same family by sourcing new family accounts and building their balances.# Using wallet profile sheet to track customer’s accounts & products with other bank to transfer the same.# Cross-selling of TPP to my existing & other portfolio customers of our bank to increase the wallet share.# Ensuring all my clients are complied with updations of PAN, Re-KYC, Aadhaar, UCIC, etc as per RBI norms. -
Marketing ManagerThe Muthoot Group A Muthoot M. George Enterprise Nov 2009 - Jan 2013United Arab Emirates Promoting our banking products to various customers using a consultative approach which generated new business and established a loyal customer base. Formulating financial plans for HNIs by conducting their personal financial review and suggesting products & services as per their requirements. Providing professional assistance to potential and existing customers in opening new accounts for Demat A/c – Equity Trading, Fixed Income Bonds, Mutual Funds, Insurance, etc. Organizing campaigns, special schemes, and e-marketing activities for promoting our investment products. -
Relationship OfficerMashreqbank Mar 2009 - Oct 2009United Arab Emirates Undertook sales and marketing of Investment & Insurance products to HNI clients. Involved in cross-selling of core banking products like FD, MMC, etc. to existing customers. Doing Financial Analysis to understand the need of the customer in order to provide them the right solution. -
Bancassurance OfficerIcici Prudential Life Insurance Company Limited Jan 2008 - Feb 2009United Arab Emirates Spearheaded sale of Life Insurance (ULIP) & Health Insurance products through channel partners & direct marketing. Delivered advisory services to clients together with insurance quotations. Maintained active interaction with existing clients to rebuild confidence ensuring prolonged retention. -
Unit Sales ManagerIcici Lombard Feb 2006 - Dec 2007Salem Area, India Involved in promoting General Insurance business through ICICI Bank branches in ROTN clusters. Identified and analyzed business opportunities; developed innovative solutions to meet client needs; built strong relationships at senior levels in client organizations. Recruited Financial Services Consultants across the state and monitored their retail businesses. Motivated team for revenue generation & managed profit centre operations with profitability excellence. Delegated work to the team, allocated targets on productivity and quality, monitored team performance through timely feedbacks, thereby, ensuring overall team productivity and quality. Handled escalated issues and maintained highest standards of customer service includes policy issuance & claims. Planned the process effectively; maintained various process metrics within the cluster. Rolled out various contests days in the branch and generated references through existing clients. Promoted businesses through organizing Road Shows, Seminars & Awareness Campaigns in Schools, Colleges, Hospitals, etc. Targeted Corporate and HNI clients for complete company insurance packages. -
Channel Sales OfficerPnb Metlife India Insurance Co. Ltd Jul 2004 - Dec 2005Madurai Area, India Handled sale of Life Insurance Business through bancassurance channel of Karnataka Bank Ltd. Interfaced with clients for understanding requirements and proposing appropriate insurance plans for their benefit. Promptly replying to client queries and concerns to achieve increased client satisfaction. Conducting life insurance awareness programme in rural areas, companies, club meetings, etc. -
Customer Support ExecutivePinnacle Information Systems Pvt. Ltd Jul 2001 - Jul 2002Coimbatore Area, India Rendered support in troubleshooting and resolving user problems related to Accounting & Inventory software issues (Fortune 3.0). Installed and upgraded software and drivers for smooth functioning; deploying updates, service packs and hot fixes using latest .exe files of the software. Assigned user rights and permission, disabled and enabled accounts, file and folder permissions; configured security templates as per need. Assisted in on-site visits and software troubleshooting & upgradation. Trained clients on use of software.
Balasubramaniam Andavan Education Details
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S.N.M.V. Institute Of ManagementFinance And Systems -
S.N.M.V. College Of Arts & ScienceAccounting And Finance
Frequently Asked Questions about Balasubramaniam Andavan
What company does Balasubramaniam Andavan work for?
Balasubramaniam Andavan works for Finapian Services Group
What is Balasubramaniam Andavan's role at the current company?
Balasubramaniam Andavan's current role is Founder - Finapian Services Group.
What schools did Balasubramaniam Andavan attend?
Balasubramaniam Andavan attended S.n.m.v. Institute Of Management, S.n.m.v. College Of Arts & Science.
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