Cr resume example

• Awarded with ‘SunStar’ like the employee of the year award in 2009.
• Responsible for liaising with more than 30 immediate stakeholders, including up to Vice-Presidents from the Legal, Policy Form Filing, Operations, IT, Model Office, Marketing, Variable Accounting, and when applicable, third-party administrators in designing and implementation of new products.
• Managed time, scope, schedule, specification changes, issue discovery and resolution for various technology projects with annual budgets ranging from $1.5 - $2 Million.
• Overall project management requiring extensive project documentation (project charter, project requirements, deliverables, issues, contingency plans, etc.) beginning with the design phase (preliminary project plan) through the implementation phase (final project plan) of each project.
• Cost-Benefit Analysis and Cost Control.
• Establishment of communication process for each project team through which critical information, meeting schedules, agendas, project documents and meeting minutes are distributed.
• Creation, storage, and maintenance of electronic records for each project using department database and senior management reporting.

• Recruiting, Mentor, Motivating and Leading a team of financial advisors.
• Develop strategies in sourcing business from the channel partners by understanding the channel dynamics.
• Building a strong relationship, the channel partners, generating leads from the list of preferred customers.
• Establishing goals and targets for the teams.
• Creating efficiencies through rewards and recognition programs.
• Conducting and Training the channel partners on products and services.
• Direct customer interaction and service.
• Meeting high net worth clients with the bank officials and cross-sell Insurance and Annuity solutions.