Surya Duraisamy
Financial Planning Manager
Chennai
Summary
Experienced financial planning professional with a proven track record of delivering strategic financial insights and driving organizational success. Skilled in analyzing financial data to inform business decisions in a banking environment, building strong client relationships, and providing tailored banking solutions. Consistently enhancing operational efficiency and financial performance.
Overview
6
6
years of professional experience
3
3
years of post-secondary education
2
2
Languages
Work History
Financial Planning Manager
HDFC Life Insurance Co Ltd
01.2024 - 12.2024
- "Loyalty-Direct Channel"
- Selling Term Insurance, Savings Plans, Investment Plans and Provide a Loan Offers.
- Make a call to client fixed a appointment to meet face to face, explaining existing plan features and current economic scenario finally pitching a suitable new product for the clients.
- Verifying KYC and additional supporting documents and disburse that cases.
- guide a client market portfolios and investment solutions
Customer Relationship Officer
HDFC Bank ( TalentPro India HR Pvt Ltd )
10.2018 - 09.2022
- "Department Of Consumer Durables_IFB"
- Provide Loan for customers digital and home appliances product purchasing via EMI option.(Paper Finance,Credit Card Purchase, and Debit Card EMI)
- Meet a customer directly verify KYC's check a Cibil score and eligiblity of approval offers.
- Providing Credit Card and CASA products, selling a Add-Ons Digital Product Insurance and Health Insurances
- Stores Mapping , Swiping Machine Installations, Collecting FPD's.
Education
BCA - Bachelor Of Computer Application
BWDA Arts & Science College
04.2014 - 04.2017
Skills
Portfolio management
Comprehensive tax analysis
Effective team collaboration
Analytical problem-solving
Relationship building
Accomplishments
- 6 Times Donating Blood During College Blood Donation Camps
- 2019 HDFC Bank Overall Performance Award Received From TN Head
- HDFC Bank Add On Products and TPP Achiever of 2021
- HDFC Life Excellence Performance Award Received From AVP in YTD 2024
Hobbies
- PC Build
- Custom ROM
- Photography
- Cricket
- Bike Traveller
Timeline
Financial Planning Manager
HDFC Life Insurance Co Ltd
01.2024 - 12.2024
Customer Relationship Officer
HDFC Bank ( TalentPro India HR Pvt Ltd )
10.2018 - 09.2022
BCA - Bachelor Of Computer Application
BWDA Arts & Science College
04.2014 - 04.2017
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