Rajavel R
Chennai
Summary
Proven Key Relationship Manager with a track record at HDFC LIFE INSURANCE COMPANY LTD, adept in financial planning processes and excelling in relationship building. Leveraged CRM software proficiency and influencing skills to surpass sales targets and enhance client acquisition, achieving a high level of customer loyalty and wealth management portfolio growth.
Overview
7
7
years of professional experience
Work History
Key Relationship Manager- DIRECT BCSS
HDFC LIFE INSURANCE COMPANY LTD
CHENNAI
08.2022 - Current
- Involved in customer service for existing walk-in customers, I resolved client issues and complaints promptly, maintaining trust and loyalty.
- Identified potential clients through various sources, including referrals, cold calls.
- Managed the existing policy portfolio of the client, ensuring high levels of satisfaction and loyalty.
- Identified opportunities for cross-selling and upselling financial products to meet clients' objectives.
- Maintained accurate records of all client interactions within the company's CRM system.
- Provided expert financial advice to clients, enhancing their decision-making process.
- Generate leads from walk-in customers and create new follow-ups and closures.
- Retain the existing customers, and ensure the retention of customers with proper guidance of their needs.
Corporate Account Manager- HDFC BRANCH BANKING
TATA AIA LIFE INSURANCE CO LTD
CHENNAI
05.2021 - 08.2022
- Handled two branches inside the Chennai region.
- Maintained a strong relationship with bank staff.
- Maintained better performance and achieved the given sales target.
- Meets clients in person to help in the opening of the types of accounts they wish to, guide them on how to apply for loans, and explain the insurance products as well.
- Participated in various sales campaigns and identified the customers to generate leads and sales referrals.
ASSOCIATE SALES MANAGER- BANCASSURANCE(KVB BANK)
ADITYA BIRLA SUNLIFE INSURANCE CO LTD
CHENNAI
03.2018 - 05.2021
- Handled 10 branches of KVB Bank, building relationships with branches to sell life insurance.
- Pitching products as per the clients' requirements.
- Support the bank employees to sell their banking products.
- Meet the customers in a timely manner, as per their convenience.
- Managing a portfolio of high-net-worth customers.
Education
B.E (EEE) -
VELTECH MULTITECH ENGINEERING COLLEGE
CHENNAI05-2015
Skills
- Financial planning processes
- Competitor analysis
- CRM software proficiency
- Influencing skills
- Brand awareness
- Service support
- Relationship building and management
- New business generation
- Wealth management portfolios
- Client acquisition
Languages
Tamil
First Language
English
Proficient (C2)
C2
Accomplishments
- Qualified For International Trip JFM STAR GALAXY - BALI 2024.
- Performance Trophy (2023)
- Won head to head contest of an individual
- Top performer pan india (2019)
AREAS OF EXPERTISE
- Product Knowledge
- Marketing sales & all Vertical
- CRM
- Email Marketing
- Lead Management
- Easily Building Healthy Relationships.
Timeline
Key Relationship Manager- DIRECT BCSS
HDFC LIFE INSURANCE COMPANY LTD
08.2022 - Current
Corporate Account Manager- HDFC BRANCH BANKING
TATA AIA LIFE INSURANCE CO LTD
05.2021 - 08.2022
ASSOCIATE SALES MANAGER- BANCASSURANCE(KVB BANK)
ADITYA BIRLA SUNLIFE INSURANCE CO LTD
03.2018 - 05.2021
B.E (EEE) -
VELTECH MULTITECH ENGINEERING COLLEGE
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