Shine Alexander
Senior Relationship Officer - ADCB : Privilege Club - Mass Affluent Segment
Abu Dhabi
Summary
Results-driven Relationship Manager successful in leading every facet of new and ongoing business operations. Strategic thinker and tactical decision-maker with passion for serving customers and exceeding expectations. Creative problem solver skilled at de-escalating situations and driving positive change.
Overview
18
18
years of professional experience
4
4
years of post-secondary education
2
2
Languages
Work History
Relationship Manager
ABU DHABI COMMERCIAL BANK
8 2022 - Current
- Building and maintaining relationships with new and existing clients while providing high level of expertise.
- Achieving goals for sale of bank products and services and exceeding performance metrics for customer service.
- Working with Employee Banking Services and Islamic Banking departments to facilitate insurance and investment sales through financial profiling of respective customers.
- Communicating regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Creating and maintaining databases to track customer discussions and preferences for accurate, updated records.
Area Manager
SBI Life Insurance Company Ltd
04.2015 - 07.2022
- Managing Team of 7 Business Development Managers
- Reached out to potential customers via telephone, email and in-person inquiries.
- Coordinated innovative strategies to accomplish marketing objectives and boost long-term profitability.
- Developed new proposals, contracts and procedures to draw in more clients and streamline work operations.
- Identified key products, services and customers and used data to devise innovative sales and marketing plans enabling dramatic growth.
- Consulted with product development teams to enhance products based on customer interest data.
- Planned operations to meet established schedules, factoring in order demands and business forecasts.
Senior Business Development Manager
SBI Life Insurance Company Ltd
04.2013 - 03.2015
- Managing 7 Turbo Branches of SBI of Kollam Regional Business Office(Kerala) with 15 Certified Insurance Facilitators of SBI Branches of Kollam Region.
Business Development Manager
SBI Life Insurance Co.Ltd
02.2012 - 03.2013
- Reached out to potential customers via telephone, email and in-person inquiries.
- Coordinated innovative strategies to accomplish marketing objectives and boost long-term profitability.
- Developed new proposals, contracts and procedures to draw in more clients and streamline work operations.
- Identified key products, services and customers and used data to devise innovative sales and marketing plans enabling dramatic growth.
- Consulted with product development teams to enhance products based on customer interest data.
- Generated new business with marketing initiatives and strategic plans.
Senior Corporate Agency Manager
HDFC Standard Life Insurance Company Ltd
04.2010 - 11.2011
- Managing a team of 4 Corporate Executives of HDFC Bank in building up relationship with the Channel Partner, thereby facilitating achievement of annual Third Party Income Target.
- Achieving TPP Income of the respective branches
- Providing training sessions including product refreshers, upcoming financial updates to motivate all the Lead Generators (LGs) of HDFC Bank in order to achieve their aspiration levels in the monthly contest, thereby facilitating respective LGs in achievement of monthly TPP Income Target.
- Exceeded goals through effective task prioritization and great work ethic.
- Learned new skills and applied to daily tasks to improve efficiency and productivity.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
- Used coordination and planning skills to achieve results according to schedule.
- Developed and maintained courteous and effective working relationships.
Corporate Agency Manager
HDFC Standard Life Insurance Company Ltd
10.2009 - 03.2010
- Managing a team of 5 Corporate Executives of HDFC Bank in building up relationship with the Channel Partner, thereby facilitating achievement of annual Third Party Income Target (i.e
- TPP Income) of the respective branches
- Providing training sessions including product refreshers, upcoming financial updates to motivate all the Lead Generators (LGs) of HDFC Bank in order to achieve their aspiration levels in the monthly contest which thereby facilitates in achieving monthly TPP Income Target of respective LG’s
- Managing an Insurance Associate who is directly handling 5 Branches of Indian Bank in building up relationship with them and thereby facilitating in achieving annual TPP Budget of the respective branches
- Conducting monthly activity like Insurance Meet for NRIs in the selected branches
- The key focus will be on generating awareness about ULIP’s and Life Stage Planner among customers and thereby focusing premium mobilization through different types of ULIP according to the need of different customer segments
- Conducting Insurance Day in the selected branches for all walk in customers
- The key focus is on giving broader concept of ULIP in terms of investment need of the customer and explaining the features of the product in bulleted points thereby focusing more number of proposals and collecting referrals
- Motivating the Branch Managers (BMs) and Lead Generators (LGs) of respective Indian Bank branches in order to achieve their aspiration levels in the monthly contest which thereby facilitates in achieving monthly and annual TPP Budget.
Sales Development Manager
HDFC Standard Life Insurance Company Ltd
01.2009 - 09.2009
- Managing a team of 3 Corporate Executives of HDFC Bank in building up relationship with the Channel Partner and thereby facilitating in achieving annual Third Party Income Target (i.e
- TPP Income) of the respective branches
- Providing training sessions including product refreshers, upcoming financial updates to motivate all the Lead Generators (LGs) of HDFC Bank in order to achieve their aspiration levels in the monthly contest which thereby facilitates in achieving monthly TPP Income Target of respective LGs.
Insurance Associate
HDFC Standard Life Insurance
09.2006 - 12.2008
- Building up relationship with our Channel, i.e
- Union Bank of India, Indian Bank & Bank of Baroda
- Dealing with Current A/C & Fixed Deposit & O/D limit clients of Union Bank of India, Indian Bank & Bank of Baroda
- Facilitate the clientele of Union Bank of India, Indian Bank & Bank of Baroda in their financial planning through ULIP & Traditional Plans of HDFC SLIC .
Management Trainee
ICICI Prudential Life Insurance Company Ltd
01.2006 - 03.2006
- Studied the Brand Perception of ICICI Prudential Life Insurance Company Ltd through analyzing the awareness level of company in the mindset of general customers
- Conducted recruitment of Financial Advisors for Tied Channel
- Possesses leadership qualities and team spirit
- A go-getter, who believes in accomplishing the task
- Good presentation skills and customer-centric approach
- Last, but not the least, excellent command over English.
Education
MBA - Marketing
School of Management - L.N.C.T
Bhopal - M P 01.2005 - 05.2006
Diploma - Advanced Software Technology
C M C Limited
Jabalpur - M P 04.2002 - 02.2003
Bachelor of Science - Electronics Equipment Maintenance
St. Aloysius College
Jabalpur - M P 03.2000 - 03.2002
Skills
Business Development and Financial Profiling
undefinedAccomplishments
- Activities
- Actively participated in various events at School of
- Management, LNCT, Bhopal
- Member of organizing committee of National Seminar on “Emerging Marketing challenges in developing economies” held at School Of Management, LNCT, Bhopal on 18-19 March 2005
- Member of organizing committee of National Seminar on “Small scale Business & Entrepreneurship Management” held at School of Management, LNCT, Bhopal.
Additional Information
- Achievements :-
- Received Certificate of Achievement from RM-Banca for achieving 114% of YTD June 2021 Budget.
- Received Certificate of Excellence from Executive Director for achieving Gold Category in AM Scorecard - July 2016.
- Received Certificate of Excellence from Executive Director for achieving Gold Category in AM Scorecard - August 2016.
- Received Certificate of Excellence from Regional Director for achieving 115.37% of Renewal Budget for FY 2016-17.
- Received Certificate of Excellence from Regional Director for qualifying YTD No.1 Position in Commission to Bank - 25Lakhs.
- Received Certificate of Excellence from Regional Director for being qualified for SBI Life "Circle Heros" - Offsite Training Campaign : Aug - Sept 2014.
- Received Certificate of Excellence from Regional Director for Top Turbo BDM - FY 2014 -2015.
- Received Certificate of Excellence from Executive Director for creation of 4 MDRT Challengers in 2014.
- Received Certificate of Appreciation from Regional Director for securing No.3 Position in Gift A Smile Campaign in May 2015.
- Received Certificate of Appreciation from Regional Director for securing No.2 Position in Renewal Collection 2014 - 2015.
- Received Champion Award for Consistent Superior Performance during the Q2 Year 2014 -2015.
- Received Certificate of Excellence from MD & CEO for Achieving 273% YTD Target - Sept 2014.
- Received Certificate of Achievement from Country Head - SBI Relationship for qualifying DIGITAL CHALLENGER In "Go Digital - Connect Life Contest".
- Received Award from Regional Manager (RM) for being the Regional Topper in New Product sale & Absolute EPI.
- Felicitated by the Executive Director for qualifying September Steam Contest in 2008
- Received Award from Regional Manager in appreciation for qualification to Classic Club in September 2009
- Received Award from Zonal Manager (ZM) for the outstanding performance in Q1 - 2009 (Target Vs Achievement & Absolute EPI)
- Received Award from ZM for the outstanding performance in H1 - 2009 (Target Vs Achievement & Absolute EPI)
- Received Award by Z M for the outstanding performance in A1 - 2009 (Target Vs Achievement & Absolute EPI) in 2009 - 2010.
- Received Award by R M in appreciation of qualifying the RM Club June 2011 (Target Vs achievement & Absolute EPI).
Timeline
Area Manager
SBI Life Insurance Company Ltd
04.2015 - 07.2022
Senior Business Development Manager
SBI Life Insurance Company Ltd
04.2013 - 03.2015
Business Development Manager
SBI Life Insurance Co.Ltd
02.2012 - 03.2013
Senior Corporate Agency Manager
HDFC Standard Life Insurance Company Ltd
04.2010 - 11.2011
Corporate Agency Manager
HDFC Standard Life Insurance Company Ltd
10.2009 - 03.2010
Sales Development Manager
HDFC Standard Life Insurance Company Ltd
01.2009 - 09.2009
Insurance Associate
HDFC Standard Life Insurance
09.2006 - 12.2008
Management Trainee
ICICI Prudential Life Insurance Company Ltd
01.2006 - 03.2006
MBA - Marketing
School of Management - L.N.C.T
01.2005 - 05.2006
Diploma - Advanced Software Technology
C M C Limited
04.2002 - 02.2003
Bachelor of Science - Electronics Equipment Maintenance
St. Aloysius College
03.2000 - 03.2002
Relationship Manager
ABU DHABI COMMERCIAL BANK
8 2022 - Current
Similar Profiles
Leandra FernandesLeandra Fernandes
Central Processing Department (CPD) Assistant at Abu Dhabi Commercial BankCentral Processing Department (CPD) Assistant at Abu Dhabi Commercial Bank
Christine SamsChristine Sams
Privilege Relationship Manager at Abu Dhabi Commercial BankPrivilege Relationship Manager at Abu Dhabi Commercial Bank
Jagruti WaghelaJagruti Waghela
Analyst at Abu Dhabi Commercial BankAnalyst at Abu Dhabi Commercial Bank