ASHWIN KUMAR G

MBA Professional

+91.9740740494
ashwinkumarg1990@gmail.com

WORK EXPERIENCE Summary

5.2 Years I am a confident and competitive individual who has a proven track record of
new business acquisition and account retention. I Myself come to you with a
AGE strong background in Accounting & Relationship development and ensuring
that clients receive exceptional value for money. I possess a variety of
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competencies that set me apart from other candidates, chief amongst these is
my ability to find the best deals for my clients.

Education

Masters of Business Administration

PES Engineering College
Mandya, Karnataka

Bachelor of Business Administration

Yuvaraja’s College
Mysore, Karnataka

10+2
Marimallappa’s Pre-university College
Mysore, Karnataka

Skills

• Familiar with all types of investment plans in a wide range of sectors.

• Ability to work effectively without direct supervision and from a remote location.
• Capable of working independently with minimal guidance.
• Able to perform each essential duty satisfactorily.
• Ability to rapidly learn new concepts.
• Always maintaining a high standard of professionalism in attitude and communication with fellow
employees and customers.
• Capable of communicating concepts clearly and concisely in written and verbal form. Familiar with
all types of investment plans in a wide range of sectors.
• Ability to work effectively without direct supervision and from a remote location.
• Capable of working independently with minimal guidance.
• Able to perform each essential duty satisfactorily.
 Work Experience
May 2022 – Till Date
Bacassurance Manager
HDFC Life
Gulbarga, Karnataka
• Managing operation and documentation work of new business
• Maintaining 90% and above interm of 13th month Persistency and renewal premiums
• Maintenance of daily MIS on login and disbursement.
• Acquiring of New clients, and cross selling
• Clarifying customer’s queries about fore closer, statement of account and repayment schedule.
• Basic underwriting and calculation of annual income for fresh logins
• Following AML guidelines in case of fresh logins
• Coordinated portfolio reviews with clients to regularly evaluate an investment's performance
toward achieving documented long-term financial goals.
• Identified clients and prospective clients in need of investment guidance and then recommended
investment solutions appropriate for each individual.
• Provide administrative services to the portfolio of clients.
• Support all marketing and business development activities and assist in the development of
investment plans and written proposals for prospects and clients
• Ensure clients’ accurate and timely completion of all necessary documentation and forward to
appropriate Branch contact
• Monitors client portfolios on a regular basis in close co-operation with the client (with regular
reviews of client risk profile and investment objectives)

Oct 2020 – May 2022

Senior Business Development Executive
SBI Life
Mysore, Karnataka
• Maintaining good relationship with Bankers and Banking staffs
• Managing operation and documentation work of new business
• Maintaining 90% and above interm of 13th month Persistency and renewal premiums
• Maintenance of daily MIS on login and disbursement.
• Acquiring of New clients, and cross selling
• Clarifying customer’s queries about fore closer, statement of account and repayment schedule.
• Basic underwriting and calculation of annual income for fresh logins
• Following AML guidelines in case of fresh logins
• Coordinated portfolio reviews with clients to regularly evaluate an investment's performance
toward achieving documented long-term financial goals.
• Identified clients and prospective clients in need of investment guidance and then recommended
investment solutions appropriate for each individual.
• Provide administrative services to the portfolio of clients.
• Support all marketing and business development activities and assist in the development of
investment plans and written proposals for prospects and clients
Feb 2018 – 0ct 2020
Associate Relationship Manager
HDFC Life
Mysore, Karnataka
• Managing operation and documentation work of new business
• Maintaining 90% and above interm of 13th month Persistency and renewal premiums
• Maintenance of daily MIS on login and disbursement.
• Acquiring of New clients, and cross selling
• Clarifying customer’s queries about fore closer, statement of account and repayment schedule.
• Basic underwriting and calculation of annual income for fresh logins
• Following AML guidelines in case of fresh logins
• Coordinated portfolio reviews with clients to regularly evaluate an investment's performance
toward achieving documented long-term financial goals.
• Identified clients and prospective clients in need of investment guidance and then recommended
investment solutions appropriate for each individual.
• Provide administrative services to the portfolio of clients.
• Support all marketing and business development activities and assist in the development of
investment plans and written proposals for prospects and clients
• Ensure clients’ accurate and timely completion of all necessary documentation and forward to
appropriate Branch contact
• Monitors client portfolios on a regular basis in close co-operation with the client (with regular
reviews of client risk profile and investment objectives)
October 2016 – June 2018
Accounting Executive
BRE Enterprises
Mysore, Karnataka
• Investigate and resolve customer queries and payment discrepancies.
• Transaction Processing, Credit and Collections.
• Preparation of Weekly MIS Report
• Accounts Payable and Receivable Reconciliation
• Payroll (Salary, Pay Slips & Full and Final Settlement)
• Review expense reports and cash advances
• Manage electronic funds transfer
• Process the payable invoices weekly.
• Enter posting of Purchase, Sales, Payment, Receipt collection &Journal voucher.
• Maintain cash transaction & petty cash book, preparing cash.
• Service Tax, Vat Return, E-TDS Return Filling, GST & other government taxes calculation
• Reconciliation of Bank Statement at the end of month.
• Preparing outstanding list of Debtor & making Payment follow-up.
• Assist with month end closing.

Languages

• Kannada
• English
• Hindi

Personal Details

Father’s Name: Gavisiddaiah Marital Status: Married Birth Date: November 19, 1990
Nationality: Indian Gender: Male

Declaration
I, Ashwin Kumar G, hereby declare that the information contained herein is true and correct to the best of
my knowledge and belief.

Ashwin Kumar G