2
Languages
18
years of professional experience
Results-oriented financial services professional with over 2 years of experience in corporate group employee benefit solutions and B2B sales. Skilled in managing trust relationships and ensuring compliance with gratuity regulations. Delivered strategic solutions through effective client engagement, driving performance in competitive environments.
Work History
Associate Manager Corporate Solutions
3 Months- Led corporate acquisition and servicing desk for group gratuity and superannuation portfolios. Managed portfolio of 150+ corporate clients, achieving 35% YoY growth in renewals and fund size. Coordinated with internal actuarial and operations teams for accurate annual gratuity valuations and fund contributions. Advised corporate trustees on fund management charges, investment patterns, and yield optimization.
- Built and managed broker network, identified new business opportunities, and supported sales efforts. Developed and maintained relationships with key stakeholders, enhancing collaboration and driving revenue growth through bank partner relationships.
- Specialized in corporate group gratuity funds, superannuation schemes, and institutional fund management. Handled end-to-end fund administration, corporate trust coordination, NAV tracking, and client servicing for enterprise accounts, bridging gaps between corporate clients, trustees, and internal actuarial operations. Core Competencies Group Gratuity Fund Administration Corporate Trust Management & Servicing Net Asset Value (NAV) & Fund Accounting Client Relationship Management (CRM)KYC & Trust Onboarding Documentation.
Senior Area Manager
1 Year 5 Months- Developed and managed brokers network, identified new business opportunities, supported sales efforts, and enhanced collaboration through strong relationships with key stakeholders, including clients, partners, and bank partners.
- Oversaw operational performance, aligning team objectives with corporate goals to maximize efficiency.
- Oversaw operational performance, aligning team objectives with corporate goals to drive efficiency.
- Developed training programs for staff, promoting continuous improvement and professional development.
- Core Competencies Group Gratuity & Superannuation Schemes Corporate B2B Sales & Relationship Management.
Senior Key Accounts Manager
6 Years 3 Months- Managed team of 8 relationship managers at Citibank, increasing sales of life insurance products through targeted client engagement.
- Developed strategic account plans that increased client engagement, contributing to overall revenue growth.
- Analyzed market trends and competitor activities to inform strategic decision-making for account management.
- Analyzed market trends and competitor activities to guide strategic decisions in account management, enhancing overall competitiveness.
Relationship Manager
5 Months- Assessed client needs to deliver customized financial planning services that align with individual goals.
- Managed client portfolios, ensuring compliance with regulatory requirements and company policies.
- Developed custom insurance solutions based on comprehensive client needs and risk assessments, enhancing client protection.
- Managed client portfolios while ensuring adherence to regulatory requirements and company policies, fostering trust and compliance.
Personal Banker
1 Year 8 Months- To manage the Portfolio of the customer and also to bring business out of them and solve the queries that arise.
- Assisted clients in understanding financial products and services to meet their needs.
- Assisted clients in understanding and selecting financial products to align with their goals.
- Developed and maintained strong client relationships through effective communication and trust-building.
Sales Manager
2 Years 2 Months- My Role is a Digital consultant and i have to establish online presence through domain creation, created user-friendly websites tailored to client needs and Implemented digital marketing campaigns to enhance online visibility to my customers.
- Developed and implemented effective sales strategies, enhancing market penetration and customer engagement.
- Analyzed data to identify trends, optimizing product offerings and pricing strategies.
- Analyzed data to identify trends, optimizing product offerings and pricing strategies to align with market demands.
Junior Officer
1 Year 1 Month- Facilitated opening of current and savings accounts while cross-selling additional services, enhancing branch customer engagement.
- Demonstrated self-motivation in completing tasks independently.
- Operated efficiently in fast-paced environments, maintaining service quality under pressure.
- Worked independently and collaborated with team members effectively.
Business Development Manager
2 Years 3 Months- Collected data from various educational institutions to support strategic initiatives. from schools and colleges and arrange Seminars and convert them into Admissions.
- Implemented targeted marketing campaigns, increasing lead generation by optimizing outreach efforts.
- Conducted market research to identify emerging trends and customer preferences.
- Implemented targeted marketing campaigns that optimized outreach efforts and enhanced lead generation.
Education
B.COM - Commerce
MBA - HR & FINANCE
Skills
Financial Analysis
Budgeting
Data Analysis
Strategic planning
Staff management
Negotiation
Presentation Development
Business Communication
Customer rapport
Operations management
Accomplishments
- Winner of Sankalp Samrat award under all 3 categories for top performance at Tata Aia.
- Winner of Titan and Atlas Awards for consistent performance at Tata Aia.
- Maintained above average repeat business from well-established client
LANGUAGES
Tamil
English
Timeline
Associate Manager Corporate Solutions
Go Digit Life Insurance Limited
04.2026 - 07.2026Read More
Senior Area Manager
Bajaj Allianz Life Insurance Company Limited
11.2024 - 04.2026Read More
Senior Key Accounts Manager
Tata Aia Life Insurance Company
08.2018 - 11.2024Read More
Relationship Manager
Aegon Life Insurance
03.2018 - 08.2018Read More
Personal Banker
HDFC Bank
07.2016 - 03.2018Read More
Sales Manager
GET IT INFO Services Private Ltd
04.2014 - 06.2016Read More
Junior Officer
ICICI Bank
11.2012 - 12.2013Read More
Business Development Manager
Frankfinn Airhostess Training Institution
05.2008 - 08.2010Read More
Anna University
MBA from HR & FINANCE
Read More
Madurai Kamaraj University
B.COM from Commerce
Read More
Hobbies
Represented Madurai Dist Cricket Team
DECLARATION
I, SUNDAR RAJAN.N, hereby declare that the information contained herein is true and correct to the best of my knowledge and belief. Sundar Rajan.N