SOORAJ SURENDRAN
VYSAKH | MALLOOSSERI PO | KOTTAYAM
Summary
Dynamic leader specializing in team and client management, with a track record of achieving budget targets on time. Expertise in building and optimizing distribution networks to drive operational efficiency. Focused on clear communication and meticulous planning to ensure project success.
Overview
22
22
years of professional experience
Work History
Regional Manager
CHOLAMANDALAM-MS GENERAL INSURANCE CO LTD
CHENNAI | TAMILNADU
02.2023 - Current
- Managed budget across five states: AP, TS, KA, TN, and KL.
- Achieved financial KRAs by increasing gross written premium and profitability for general insurance products.
- Prioritized fresh business budgets for health, motor, fire, home, GMC, and GPA products.
- Increased women employee representation to 25%, enhancing renewal retention rates.
- Reduced attrition below 60% to maintain compliance and improve training execution.
- Oversaw branch banking sales operations for INDUSIND Bank, EQUITAS Small Finance Bank, SMFG, BLUECHIP, and PIRAMAL Housing Finance.
- Team Size of 9 AHs ( L1 ) & 60 SMs (L2)
Senior Cluster Manager
ICICI SECURITIES LTD
KOCHI | KERALA
06.2021 - 01.2023
- Managed five branch managers, three wealth managers, and 29 relationship managers to drive revenue growth and enhance AUM.
- Fostered relationships with high AUM and high-profile clients, transitioning from transactional to relational models.
- Executed new client acquisition strategies while improving product penetration through team development.
- Balanced recruitment efforts by sourcing talent from both campus and lateral markets.
- Maintained comprehensive trackers and reporting systems for regular updates to senior management.
- Oversaw branch audits, ensuring timely resolution of queries and adherence to service scorecards.
- Achieved monthly sales targets across various products, including equity, mutual funds, and insurance solutions.
- Facilitated training programs for staff on new products and processes, enhancing overall team competence.
Area Manager - TAMILNADU
MAX BUPA HEALTH INSURANCE COMPANY LTD
CHENNAI | TAMILNADU
10.2015 - 06.2021
- Managed CRMs overseeing regions and RMs supervising eight branches each.
- Ensured strong relationships with zonal, regional, and branch offices.
- Maintained and provided regular trackers and reports to RBD and offices.
- Achieved monthly zonal and regional sales targets for HI on NBP and revenue.
- Guided new managers recruited by CRMs to achieve career paths and retention.
- Ensured compliance with internal sales processes and standards.
- Delivered end-to-end sales support and service for customer inquiries.
- Conducted periodic training for zonal, regional, and branch staff on new products.
- Handled Partners during the tenure were FEDERAL BANK , SOUTH INDIAN BANK , KARUR VYSYA BANK , UJJIVAN SMALL FINANCE BANK , IDBI BANK , BANK OF BARODA & MUTHOOT FINANCE
- Team Size of 4 AHs ( L1 ) & 32 SMs (L2)
Cluster Manager
IDBI FEDERAL LIFE INSURANCE COMPANY LTD
MANGALORE | KARNATAKA
05.2013 - 10.2015
- Managed a team of 12 relationship managers overseeing four to five branches each.
- Maintained strong relationships with Federal Bank's regional office and branch personnel.
- Provided strategic direction to ensure year-on-year growth and target achievement for all branches.
- Ensured monthly targets for NBP, fee income, and WRP were consistently met.
- Conducted periodic training sessions on new products and process changes for branch staff.
- Implemented retention strategies for new managers through mentoring, buddy days, and demo calls.
- Maintained detailed trackers and reports for audit compliance.
- Delivered prompt support to Federal Bank customers regarding complaint resolution and inquiries.
Branch Manager
BIRLA SUN LIFE INSURANCE COMPANY LTD
Punalur
02.2012 - 04.2013
- Directed branch growth through effective strategic planning and implementation.
- Achieved consistent monthly targets for AP, NOP, activation, recruitment, and licensing.
- Managed a diverse team of agency managers, sales support executives, and branch operations executives.
- Recruited financial advisors and ensured IRDA licensing through agency manager collaboration.
- Supported new managers on career pathways to enhance retention and engagement.
- Maintained high-quality business standards to meet persistency requirements.
- Ensured compliance with internal sales processes and regulatory standards.
- Produced comprehensive trackers and reports for audit readiness.
Asst. MANAGER
JUPITER ELECTRONICS LLC LTD
DUBAI
12.2010 - 01.2012
- Analyzed market trends and delivery systems to assess material availability for leading electronics brands.
- Developed and implemented purchasing policies and contract management procedures.
- Prepared market visit reports, competitor analyses, and advertisement evaluations.
- Reviewed purchase order claims and contracts for compliance with company policies.
- Evaluated and approved specifications to secure best rates from suppliers.
- Located vendors and coordinated product availability and sales terms.
- Processed requisitions and purchase orders for necessary supplies.
- Maintained comprehensive records of goods ordered and received.
Manager-Agency Sales
TATA AIG LIFE INSURANCE COMPANY LTD
Tiruvalla
10.2009 - 10.2010
- Set strategic direction for branch growth and development.
- Managed team of assistant managers and business associates to enhance performance.
- Facilitated recruitment of additional business associates through assistant managers.
- Ensured adherence to internal sales processes and compliance standards.
Area Manager - Channel Development
HDFC STANDARD LIFE INSURANCE COMPANY LTD
KOCHI
09.2007 - 09.2009
- Managed a team of 8 channel development managers overseeing 5 to 6 branches each.
- Oversaw recruitment support across 45 branches and 5 spokes from Kochi to Trivandrum.
- Directed licensing, I/O ratio analysis, exam attendance tracking, and training for financial consultants.
- Activated financial consultants to achieve club memberships that enhanced business revenue.
UNIT MANAGER
ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD
KOTTAYAM
09.2005 - 09.2007
- Recruited, trained, and motivated Financial Advisors to achieve performance targets.
- Conducted joint field calls with Financial Advisors to facilitate business closures.
- Maximized advisor participation in QUICK START, SPRINT, RACE competitions, and clubs of honor.
- Developed and nurtured family relationships with team members and clients to enhance cross-selling and up-selling opportunities.
BUSINESS EXECUTIVE
LOGIC SOFTWARE SOLUTIONS PVT LTD
KOCHI
06.2003 - 09.2005
- Managed Business Executives and Counselors across four Kerala centers to drive business growth.
- Devised and executed sales promotion activities to meet established targets.
- Promoted company products and services in corporate and industrial training sectors.
- Coordinated daily branch operations by collaborating with Business Executives.
Education
MBA - Marketing & Systems
Sikkim Manipal University
Gangtok, India07.2007
MCA - Computer Applications
Madurai Kamaraj University
Tamilnadu, India04.2003
B Sc - Chemistry
Mahatma Gandhi University
Kerala, India04.2000
Skills
- Business analytics and planning
- Key account management
- Audit and MIS analysis
- Sales support and management
- People and team management
- Customer relationship management
- Client retention strategies
- Concept selling and market analysis
- Broking and multiproduct strategies
- Purchase and inventory management
Disclaimer
I hereby declare that the above given statements are true and as per facts. I am aware that any deviation in non-disclosure of information from the said above can lead to disqualification of my candidature.
Personal Information
- Age: 45
- Father's Name: D SURENDRAN
- Spouse's Name: SIJI S
- Date of Birth: 01/12/80
- Gender: MALE
- Nationality: INDIAN
- Driving License: K525/99 (INDIA)
- Marital Status: MARRIED
Languages
- ENGLISH
- HINDI
- TAMIL
- MALAYALAM
Alternate Communication
+91-97453 19453
Passport Number | Aadhar Number
P9843538 | 9071 8804 7511
Accomplishments
- Promoted to Agency Manager from Unit Manager at ICICI Prudential
- Redesignated as Area Manager - Channel Development from Assistant Manager - Channel Development at HDFC Life
- Promoted as Area Manager - Tamil Nadu from Territory Manager - South Kerala at MAX BUPA Health Insurance
- Only Regional Manager to handle 2 Zones - South 1 ( APTS & KA ) & South 2 ( TN & KERALA ) with CHOLA MS General Insurance
Timeline
Regional Manager
CHOLAMANDALAM-MS GENERAL INSURANCE CO LTD
02.2023 - Current
Senior Cluster Manager
ICICI SECURITIES LTD
06.2021 - 01.2023
Area Manager - TAMILNADU
MAX BUPA HEALTH INSURANCE COMPANY LTD
10.2015 - 06.2021
Cluster Manager
IDBI FEDERAL LIFE INSURANCE COMPANY LTD
05.2013 - 10.2015
Branch Manager
BIRLA SUN LIFE INSURANCE COMPANY LTD
02.2012 - 04.2013
Asst. MANAGER
JUPITER ELECTRONICS LLC LTD
12.2010 - 01.2012
Manager-Agency Sales
TATA AIG LIFE INSURANCE COMPANY LTD
10.2009 - 10.2010
Area Manager - Channel Development
HDFC STANDARD LIFE INSURANCE COMPANY LTD
09.2007 - 09.2009
UNIT MANAGER
ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD
09.2005 - 09.2007
BUSINESS EXECUTIVE
LOGIC SOFTWARE SOLUTIONS PVT LTD
06.2003 - 09.2005
MBA - Marketing & Systems
Sikkim Manipal University
MCA - Computer Applications
Madurai Kamaraj University
B Sc - Chemistry
Mahatma Gandhi University
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