Aparna Vijayan: 7 Years of Accomplished Experience in Finance Sector and Into Relationship Management

APARNA VIJAYAN
EDAPPALAYIL HOUSE, PERUNNAI P O, CHANGANACHERRY

KOTTAYAM, PIN: 686102
PHONE NUMBER: 7293362220/8848826209
Email:aparnavijayan32@gmail.com
7 Years of Accomplished Experience in Finance Sector and into Relationship

Management
PROFILE AND STRENGTHS
 Consummate professionals with well-honed expertise in Business Development,

Business relationship management, conducting marketing and promotional
activities.
 Possess strong local market knowledge with excellent track record of achieving
set organizational and sales targets consistently.
 Highly motivated, positive and goal-oriented, with demonstrated
professionalism, attention to detail, highly developed analytical faculties as well
as the ability to build / lead effective Teams.
Core competencies include:
Financial Relationship Sales / organizational

accounting management targets
Strategic planning Training
PROFESSIONAL EXPERIENCE AND ACCOMPLISHMENTS
BAJAJ ALLIANZ LIFE INSURANCE CO. LTD Sep 2020 – Till date
KARUR VYSYA BANK CHANNEL
RELATIONSHIP MANAGER
 Sales of life insurance products.

 Cross selling of banking products.
 Preparing reports and statistical data.
 Attended meetings, trainings, seminars and other sales events.
 Communicating with new potential clients discussing future sales possibilities.
 Identifying new markets and business opportunities.
 Recording sales and send copies to the Head of sales department
 Carry out market research, competitor and customer surveys.
 Maintaining a computerized customer and prospect database.
 Organized conference for bank.
 Maintain and develop existing and new customers through planned individual
account support.
HDFC LIFE INSURANCE COMPANY LTD July 2018 – Sep 2020
SENIOR CORPORATE AGENCY CHANNEL (BANCASSARANCE - HDFC LTD-Home
Loans)
Senior Corporate Agency Manager
 Handling a team with six Financial Service Associates of HDFC Sales

 Support FSA’s to sell life insurance products and issuance of policies.
 Provide Life Insurance to HDFC LTD Home Loan Customers.
 Communicating with new potential clients discussing future sales possibilities.
BAJAJ ALLIANZ LIFE INSURANCE CO. LTD Aug 2017 – July 2018
DHANLAXMI BANK CHANNEL
RELATIONSHIP MANAGER
 Sales of life insurance products.

 Cross selling of banking products.
 Communicating with new potential clientsdiscussing future sales possibilities.
 Maintaining a computerized customer and prospect database.
 Organized conference for bank.
 Maintain and develop existing and new customers through planned individual
account support.
CARAVEL LOGISTICS Pvt. Ltd. Sep 2015 – June 2016
EXECUTIVE – FINANCE AND ACCOUNTS
 Knowledge in preparing financials like Customs duty credit account (CDR) &
Dubai port world report. Updating in the software.
 Expertise in monthly job analysis.
 Experience in controlling and preparation of debtors and creditors outstanding
list and reporting to management.
 Supervising and coordinating subordinates to ensure in smooth accounting.
 Enhanced the credibility of finance function by generating accurate and timely
outstanding reports.
 Creating a recording and reporting system.
 Reporting to the senior accounts manager.
MUTHOOT FINANCE Ltd. Dec 2011 – July 2015
JUNIOR RELATIONSHIP EXECUTIVE
 Preparing bank reconciliation statements.

 Responsible for removing audit objections and irregularities.
 Responsible for safe guarding Cash, Gold and other valuables in the branch.
 Responsible for conducting field visit and meeting corporate customers for
business development. Ensuring TAT in handling emails, coordination with
regional and corporate offices for administrative activities.
 Responsible for cross selling of all products and achieving of individual and
branch targets.
 Extending courteous support to all walk-in customers and educating them about
the products and services company offers.
ACHIEVEMENTS
 Awarded as the best performer across Kerala (2012 – 2013) achieved 150% of
the branch target.
 Got promoted to Senior Corporate Agency Manager from Corporate Agency
Manager in last Oct 2018 to Sept 2019 Star Cycle by achieving 130 % of ytd
target.
 Achieved Star performer of the week award for the month of January 2020 and
February 2020.
 Best performer in Kerala region in Bajaj Allianz LIC Ltd for the month of Oct, Nov
and Dec 2020
COMPUTER SKILLS
 Diploma in Computerized Financial Accounting( Tally & Peachtree)

 MS Word, Excel, and all other MS Office Suite Applications
ACADEMIC AND PROFESSIONAL DEVELOPMENT
 BACHELOR OF COMMERCE ( B.Com )- Taxation
LANGUAGES KNOWN
 English, Malayalam and Hindi
PERSONAL INFORMATION
Father’s Name : Vijayan Nair T G
Date of Birth : 24-03-1990
Age : 30
Gender : Female
Nationality : Indian
Marital Status : Married
DECLARATION
I hereby declare that the information and facts stated above are true and correct
to the best of my knowledge and belief.
APARNA VIJAYAN

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APARNA VIJAYAN

EDAPPALAYIL HOUSE, PERUNNAI P O, CHANGANACHERRY

7 Years of Accomplished Experience in Finance Sector and into Relationship

PROFILE AND STRENGTHS

 Consummate professionals with well-honed expertise in Business Development,

Core competencies include:

Financial Relationship Sales / organizational

PROFESSIONAL EXPERIENCE AND ACCOMPLISHMENTS

 Sales of life insurance products.

Senior Corporate Agency Manager

 Handling a team with six Financial Service Associates of HDFC Sales

 Sales of life insurance products.

CARAVEL LOGISTICS Pvt. Ltd. Sep 2015 – June 2016

EXECUTIVE – FINANCE AND ACCOUNTS

JUNIOR RELATIONSHIP EXECUTIVE

 Preparing bank reconciliation statements.

 Diploma in Computerized Financial Accounting( Tally & Peachtree)

ACADEMIC AND PROFESSIONAL DEVELOPMENT

 BACHELOR OF COMMERCE ( B.Com )- Taxation

 English, Malayalam and Hindi

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