SOMA SUNDARAM P
80A Kumarar Street Thoothukudi
Summary
Dynamic Senior Financial Sales Manager with a proven track record at Axis Max Life Insurance Limited, excelling in strategic business growth and customer relationship management. Expert in driving sales initiatives and mentoring teams, I leverage a results-driven mindset to enhance client engagement and retention, ensuring compliance and quality in all business processes.
Overview
7
7
years of professional experience
Work History
Senior Financial Sales Manager - Bancassurance
Axis Max Life Insurance Limited
Thoothukkudi
10.2023 - Current
- Established strong relationships with bank staff across all levels to facilitate collaboration
- Collaborated with bank partners to identify and address financial protection needs of potential customers
- Delivered tailored insurance advice to bank customers, enhancing their understanding of available options
- Led financial product sales initiatives to enhance client engagement and retention.
- Mentored junior sales staff, providing guidance on best practices in customer interactions.
- Increased customer persistency by 90% through the implementation of a proactive renewal retention strategy.
Corporate Agency Manager - Bancassurance
HDFC Life Insurance Company limited
03.2019 - 10.2023
- Business Development through Bank Branch Walk ins & Bank Database
- Supported partners in achieving life insurance targets through effective collaboration
- Drove retail business aligned with central initiatives to enhance overall performance
- Managed quality of business processes including new business, renewals collection, and other key levers
- Adhere to the company sales process and procedures
- Ensure compliance to regulatory and statutory regulations while discharging the work.
Education
Bachelor of Engineering - Mechanical Engineering
National Engineering College
Kovilpatti04-2012
Higher Secondary - Computer Science
Star Matriculation Higher Secondary School
Tuticorin03-2008
Secondary School -
Sta Matriculation Higher Secondary School
Tuticorin03-2006
Skills
- Results-driven mindset
- Project portfolio management
- Customer relationship management
- Strategic growth initiatives
- Microsoft Office Suite and Teams
- Data analysis and financial modeling
Accomplishments
EVP GALAXY ACHIEVER AWARD 2023- BAKU, AZERBAIJAN- HDFC LIFE
Personal Information
Languages
- Tamil
- English
Avowal
I do hereby declare that the details furnished above are true to the best of my knowledge.
Timeline
Senior Financial Sales Manager - Bancassurance
Axis Max Life Insurance Limited
10.2023 - Current
Corporate Agency Manager - Bancassurance
HDFC Life Insurance Company limited
03.2019 - 10.2023
Bachelor of Engineering - Mechanical Engineering
National Engineering College
Higher Secondary - Computer Science
Star Matriculation Higher Secondary School
Secondary School -
Sta Matriculation Higher Secondary School