Gandu Venkateshwarlu

With 6 years of experience in financial services, I've built my career as a Senior Relationship Manager at Max Life Insurance by holding myself to the highest standards of accountability while driving meaningful growth for every client I serve. I bring a balanced approach — equally logical and empathetic, structured yet approachable — which allows me to build lasting trust while confidently navigating complex conversations. Ambitious by nature and self-driven in my work, I take ownership of outcomes and strive to make an impact that goes beyond the transaction.

Experience

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Senior Relationship Manager

Max Life Insurance · Mar 2023 – Sep 2024

Not yet confirmed

• Managed Channel partners for business development on life insurance.
• Worked on Application process and customer service, operations, and partner relationship management.
• Managed Client and Customer Onboarding process.
• Handled KYC & Documentation for application processes.
• Managed Claims and Renewal Process.
• Performed AML and Risk Analysis.
• Monitored Payments and Transactions.
• Utilized Microsoft tools.

Assistant Manager

ICICI Bank · Jun 2022 – Jan 2023

Not yet confirmed

• Worked in Branch Banking Department as a Relationship Manager (Assistant Manager -2).
• Experienced in Branch banking services and operations, Customer support and Services, Sales and Business Development.
• Handled KYC & Documentation, AML and Fraud Analysis.
• Managed Application process and Analysis, Assets Loans Service, Branch sales and achievements of Business.
• Involved in Onboarding process, Credit and Risk Analysis, Portfolio Management.
• Utilized CRM and Power BI Tools, Salesforce and ERP system.

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Relationship Manager

Star Union Dai ichi Life Insurance (SUD Life) · Nov 2020 – Jun 2022

Not yet confirmed

• Provided insurance and loan services to bank customers as a Relationship manager in the Bancassurance sector (partner of Union bank of India and Bank of India).
• Worked in Customer service and Operations.
• Verified Customer KYC & Documents for application Service and Application Process.
• Performed AML and Fraud Analysis.
• Managed Claims and Renewal Process.
• Monitored Transactions.

I

Senior Officer

IDFC Bank · Oct 2019 – Aug 2020

Not yet confirmed

• Served as Senior Officer in Branch Banking and Customer service in CASA account.
• Involved in business development for Simple Investment Plans, Mutual funds, Insurance and Loans, Investment and Funding.
• Worked on document Verification, KYC analysis and Branch Operations.
• Managed Portfolio and CRM Management.
• Performed AML and Fraud Analysis.
• Prepared Risk Analyst and Financial Reports.

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Customer Service Executive

Weizmann Forex Ltd - Hyderabad International Airport · Nov 2018 – Aug 2019

Not yet confirmed

• Handled Sales and cash counter.
• Managed Foreign currency exchange and transfer to Indian currency.
• Achieved monthly business target.
• Responsible for handling cash counters, Audit and Documents Verification.
• Provided Customer Support and Service Operations as a Customer Executive.

I

Sales Officer

Indiabulls Housing Finance Ltd. · Jul 2016 – Oct 2018

Not yet confirmed

• Worked on Off-roll with Team Lease Service Pvt Ltd from 07/2016 to 01/2018 and On-roll from 02/2018.
• Responsible as Senior Sales Officer to achieve team sales target & plan for required Customers.
• Developed monthly sales plans and followed up with loan required customers.
• Managed Sales Operations.
• Maintained applicant database and analyzed applicants' financial statuses.
• Performed Credit and verified KYC and Property documents.
• Handled Fraud and Complaints analysis.