CURRICULUM VITAE :
Jose Varghese
E-mail - vjose12 AT rediffmail.com

Objective :
Aiming towards Middle to senior managerial Positions in Banking/Insurance Industry

Aspiring :
Revitalize organizational performance through the implementation of Sales, Operations and Customer service & creatively maximize operational excellence and support revenue goals

Experience Summary :
§ Standing with 3 and half years’ experience in operations, Sales and Business Development, across diverse industry spectrums such as insurance and banking.
§ Resourceful at operational plan execution and customer coordination.
§ Have particularly excelled in providing sales support & guiding Financial Advisors

Industry Experience :
Current Organization :
MAX NEWYORKLIFE INSURANCE CO.LTD,(Trivandrum) :-ASST Manager
· Looking after 3 locations
· Cash management
· Handling Consolidated MIS
· Resolving Customer Queries

Bharti AXA Life Insurance, (Trivandrum) : Sales Support Co-coordinator
Job Roll :Delivering actual field sales & operational support to a team of 26 financial advisors
· Providing the Area Manager with MIS support on regular basis
· Guiding them equipped for achieving various targets & deadline
· Be the focal point for all Team Support
· Developing skill s in lead generation , cold calling, & follow –up

Supplementary Responsibilities :
· Ensure timely updating of Team level sales / lead data updates to Sales System
· Be hands on to the Critical Agency MIS and reflect areas of critical importance to the team members

Previous Experience :
In Team Handling : HSBC, Trivandrum
Team Leader : - Operations (From April 2006 to November 2007)
Job Roll :
* Handling a team of 5 members for the co-ordination of credit activities.
* Supporting Operations and Credit related activities.
* Assisting Credit Managers in daily activities like taking loan approvals, firing FCI and follow-ups with FCI agencies.
* Monitoring day-to-day activities regarding Credit Processing of Personal Loans.
§ Monitoring of disbursement documents to Credit Retail Unit.
§ Assisting the Operation Manager in the Audit related issues.
Anchoring all the Operational Support & Credit development & processing facilities

In Customer Relation :
Idea Mobile Communications, Ernakulam
Customer Relationship Officer :
Job Description :
* Resolving Postpaid and Prepaid customer’s queries online
* Activating and deactivating additional features like Roaming, STD/ISD, Reconnections and all other VAS services.
* Giving training to the executives

Academic & Professional :
Ø Currently pursuing MBA with ICFAI.(HR & Marketing )
Ø B.A (English) from Kerala University.(2002-05)
Ø Plus two, St. Joseph’s Higher Secondary School, Trivandrum. (2000-‘02)

Computer Proficiency : Conversant with office productivity suite

LINGUIST PROFICIENCY :
English, Hindi & Malayalam &Tamil

PERSONAL DETAILS :
Date of Birth : 28.01.1983
Gender : Male
Marital Status : Single
Religion : Christian
Hobbies : Music, Reading, Surfing net etc