Ranjith Sukumaran

Career with Axis in a snapshot :

• Joined as NRIRM in 2013 , attached Irinjalakuda branch till June 2015
• Started off with a portfolio of 15 Cr and 450 clients and managed to build the portfolio to 27 Cr and 725 clients when I moved to Burgundy in 2015
• Was among top 3 RMs pan India the entire tenure as NRI RM in annual PMS
• Moved to Burgundy RM in 2015 (HNI portfolio with TRV of 30 lacs & above)
• Moved to Burgundy RM in 2015 (HNI portfolio with TRV of 30 lacs & above)
• Moved to Sr Burgundy RM in 2020 , with a portfolio, and a team of 4 RMs
• Moved to Branch Relationship Head , a pure supervisory role leading a team of 6 RMs, in 2021
• Moved to Burgundy Private as Partner, in September 2023 with a book of 290 CR (160 Cr TD, 80 Cr investments, 40 Cr CASA)
• QUALIFIED FOR MDRT experience- Switzerland (Q3 2023)
• QUALIFIED 4 out of 6 RMs from my team for MDRT 2021 as a Branch Relationship Head, and was PAN INDIA no 1 in the segment
• QUALIFIED FOR LI Superstar - Moscow (JFM 2020) FOR THE LIFE INSURANCE BUSINESS GENERATED DURING THE PERIOD
• QUALIFIED FOR LI CONCLAVE AT THAILAND (DEC 2017) FOR THE LIFE INSURANCE BUSINESS GENERATED DURING THE PERIOD
• QUALIFIED FOR WILD CARD TO BARCELONA (APRIL-MAY 2016) BASED ON THE MUTUAL FUND BUSINESS PERFORMANCE IN THE PERIOD
• QUALIFIED FOR MDRT FAST TRAK (SINGAPORE/MALAYSIA) BASED ON THE LIFE INSURANCE BUSINESS PERFORMANCE DURING QUARTER 3, 2014
• AXIS BUSINESS CONFERENCE Q2 & Q3 IN 2015, A QUARTERLY PAN INDIA CONTEST BASED ON KRA ACHIEVEMENT
• LI OSCAR (JAN-FEB-MARCH)- 2013-2019, 2021-23
• LIFE INSURANCE CONFERENCE(GOA) 2015
• MANY OTHER REGIONAL AND NATIONAL LEVEL CONTESTS IN MUTUAL FUND, LIFE INSURANCE, CASA BUSINESS during the tenure

Responsibilities :

Attached to 36 branches of SBI at Palakkad region to promote Life insurance business, and achieve the allotted budgets via SBI branch staffs.

• Joined as PB authorizer
• Moved to Palakkad branch as ABM handling current account portfolio

• Handling alternate channel partners to Promote Life insurance business, based at Ernakulam, Thrissur, Malappuram and Palakkad districts
• QUALIFIED FOR MISSION ISTANBUL-TURKEY BASED ON THE PERFORMANCE DURING QUARTER 3 (JULY-AUGUST-SEPTEMBER) 2010.

• Based in Thrissur region, to promote Life insurance business from 5 branches of HDFC bank Ltd, and leading a team of 5 co-executives
• QUALIFIED FOR SEPTEMBER STEAM (TO MALAYSIA) FROM KERALA DURING SEPTEMBER 2008
• CERTIFICATE OF APPRECIATION FROM THE HEAD, ALTERNATE SALES- KERALA, HDFC-STD LIFE, FOR THE OUTSTANDING PERFORMANCE DURING APRIL-SEPTEMBER 2008

• Attached to the Thrissur Branches of the Dhanalakshmi Bank Ltd, Thrissur to Promote Life insurance business
• “THE BEST PERFORMER OF THE YEAR” AWARD FOR THE YEAR 2006 - 2007, METLIFE DHANALAKSHMI BANK CHANNEL, PAN INDIA.
• QUALIFIED FOR RED CARPET-SWITZERLAND (DHANALAKSHMI BANK CHANNEL), BEING ONE AMONG THE TOP 7 CHANNEL SALES OFFICERS EACH FROM ALL CHANNELS OF METLIFE DURING 2007/08
• QUALIFIED FOR METLIFE TRADITIONAL LEAGUE FOR DOING MAXIMUM TRADITIONAL POLICIES IN KERALA DURING THE FIRST QUARTER, 2008