Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

SHANMUGARAJ N

SALEM

Summary

Drive efficient, service-oriented operations to support organizational growth and development. Collaborative and forward-thinking with excellent policy implementation, strategic planning and problem-solving abilities. Proficient in engaging stakeholders to build consensus and promote needed change.

Overview

11
11
years of professional experience

Work History

Executive Customer Relationship Manager

TATA AIA Life Insurance Co ltd
Salem
12.2017 - Current
  • Managed policy servicing for Traditional and ULIP surrenders, partial withdrawals, and claims.
  • Collected renewal premiums, ensuring 13th month and 25th month persistency rates.
  • Retained unit-linked and traditional surrenders to minimize policy lapses.
  • Generated leads through service-to-sales initiatives, supporting sales managers effectively.
  • Processed customer leads from walk-ins and outbound calls to enhance engagement.

Associate

SBI Life Insurance Co ltd
Salem
07.2014 - 12.2017
  • Prepared and maintained branch Management Information Systems (MIS).
  • Coordinated processing of administrative tasks, branch assets, vendor bills, and petty cash.
  • Maintained accurate registers and records for efficient operations.
  • Managed policy services and issuance for new business and customer inquiries.
  • Oversaw insurance advisor coding, licensing processes, and renewal collections.

Education

Bachelor of Arts - B.Com(CA)

KSR College of Arts And Science (Autonomous )
Tiruchengode
04-2012

High School Diploma -

Govt.Boys.Hr.Sec.School
Elampillai
03-2009

Govt.Boys.Hr.Sec.School
Elampillai
03-2007

Skills

  • Policy servicing
  • Lead generation
  • Customer relationship management
  • Branch management
  • Facility management
  • Customer relations
  • Administrative coordination
  • Sales support
  • Customer-oriented
  • Team building
  • Problem solving

Accomplishments

  • Atlas award, Titian award , Team JMF contest. I have award achieved on almost maximum in company.

Languages

Tamil
First Language
English
Intermediate (B1)
B1

Timeline

Executive Customer Relationship Manager

TATA AIA Life Insurance Co ltd
12.2017 - Current

Associate

SBI Life Insurance Co ltd
07.2014 - 12.2017

Bachelor of Arts - B.Com(CA)

KSR College of Arts And Science (Autonomous )

High School Diploma -

Govt.Boys.Hr.Sec.School

Govt.Boys.Hr.Sec.School

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SHANMUGARAJ N