MATHIYAZHAGAN R
Chennai
Summary
Dynamic Premier Bancassurance Manager with a proven track record at Ageas Federal Life Insurance Company, excelling in lead generation and relationship management. Achieved remarkable sales milestones, including a 98% persistency rate. Skilled in market analysis and proposal development, driving business growth through strategic partnerships and exceptional customer retention.
Overview
16
16
years of professional experience
Work History
Premier Bancassurance Manager
Ageas Federal Life Insurance Company Limited
05.2017 - Current
- Source business through the Channel Partner -Federal Bank, Chennai
- Generating leads through telecall, walk in customers, CASA Team & Branch staffs.
- Build strong relationship with Branch Heads, Branch Staffs & Existing Customers
- Conduct customers meet & corporate presentations
- Maintain Daily Sales Report.
- Conduct marketing activities inside and outside of the Bank.
- Maintain a system log for all prospects and to track the sales process to ensure minimum turnaround time and maximum proposal conversion
- Evaluating clients financial situations to determine their insurance needs.
- Business updates and Review with Branch Head and Product Training & Motivation to the branch staffs.
- WRP topper in Chennai city Region
- 13th month persistency 98% in Zone 2024 - 25
- WRP Rank 2 chennai zone 2024-25
- APE rank 2 chennai zone 2024-25
- Powerplay AMJ campaign - qualified domestic trip with reward 96k
- Race to victory JAS campaign - Achieved premium 83L with reward 1.60L
- Absolute APE Rank 3 -FY2023-24
- Persistency Rank achieved 97% in 2023-24
- Single premiumspark contest achieved 1 crore premium in Nov 2023
- WRP Winner FY 2022-23
- Single Premium Winner FY2022-23
- Got 1 Level Promotion 2021-22
- Topper in ATS category Dec 2024
- Runner in WRP category Dec 2024
Business Development Manager
Mahitha Business Associates
01.2015 - 04.2017
- New business generating through cold calls and references
- Achieved Sales Targets by every month
- Maintaining daily sales report
- Daily meeting 15 cold calls
- Creating referral codes for freelancers and DST
- Sourcing clients for Personal Loans, Business Loans and Loan against Property
Sr. Relationship Manager - Bancassurance
IDBI Federal Life Insurance Company Ltd.
11.2011 - 12.2014
- Source business through the Channel Partner (Federal Bank, Chennai)
- Generating leads from walk in customers, CASA Team & Branch staffs.
- Build strong relationship with Branch Heads, Branch Staffs & Branch walk-in Customer
- Conduct customers meet & corporate presentations
- Maintain Branchwise Daily Lead register.
- Conduct marketing activities inside and outside of the branch.
- Maintain a system log for all prospects and to track the sales process to ensure minimum turnaround time and maximum proposal conversion
- Business updates and Review with BH and Product Training & Motivation to the branch staffs.
- New Business Premium achievement - No.1 in Chennai zone FY2013-14.
- Absolute Fee Income achievement - No.2 in Chennai Zone- FY.2013-14
- Created 6 Zonal head club and 3 Network head club members FY 2013-14
- Single month login 35 proposal at New product launch -Dec 2013
- Black Belt' Certification - Grandmaster Challenge - Sep 2012.
- President Banca's Silver Club Member - Oct 2012
- 'CEO's Silver Club Member - Dec 2012.
- Olympian Contest Qualifier.
- Rising Stars - Winner from Banca President, FY2012-2013.
- One Level up Promotion 2012-13
Executive Sales Manager
Reliance Life Insurance Company Ltd.
12.2008 - 10.2011
- Recruit Part/Full-time advisors.
- Training & Motivation
- Handling 30 + Advisors
- Achieved sales plan as per Goal Sheet
- Reported to Territory Manager
- 1st MDRT of the Branch - Dec 2010
- 1st SM of ZONE login 101 policy in single day.
- Qualified Created for President award in Chennai Region
- Winner - Meet the greet the header award from HOA
- Winner - The president Elite Group - Aug 2010
- 1st SM for qualify incentive from Chennai Region.
- Honored from zonal Branch Head for consist Advisor activation AAA Qualified certificate
- Chennai Region 2009 -10 Top 3 in premium & Nop (40 lacs FPC, 180 Policies)
- Promoted as Carrier Branch Manager
Education
B.Sc. - Mathematics
A.V.C. College
MAYILADUTHURAI05-1997
Skills
- Lead generation
- Sales forecasting
- Relationship management
- Market analysis
- Proposal development
- Customer retention
Languages
- Tamil
- English
Professional Snapshot
A dynamic & inclusive professional with more than 15 years of extensive experience in Sales & Marketing in BFSI segment., Ageas Federal Life Insurance Co. Ltd., Premier Bancassurance Manager - Federal Bank, Chennai, Tamil Nadu, 05/01/17, Present, Relationship building, Management, Motivation, Sales operations, Market analysis
Personal Information
- Father's Name: Mr. P. Ramaiyan
- Date of Birth: 04/06/76
- Nationality: Indian
- Marital Status: Married
- Religion: Hindu
Timeline
Premier Bancassurance Manager
Ageas Federal Life Insurance Company Limited
05.2017 - Current
Business Development Manager
Mahitha Business Associates
01.2015 - 04.2017
Sr. Relationship Manager - Bancassurance
IDBI Federal Life Insurance Company Ltd.
11.2011 - 12.2014
Executive Sales Manager
Reliance Life Insurance Company Ltd.
12.2008 - 10.2011
B.Sc. - Mathematics
A.V.C. College