Sugeetha Stella M
Cuddalore
Summary
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
Overview
6
6
years of professional experience
Work History
Senior Relationship Manager
TATA AIA LIFE INSURANCE COMPANY LIMITED
07.2022 - Current
- Researched current trends to identify prospective customers and determine specific needs.
- Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
- Worked with clients to address and respond to client and partnership management issues.
- Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
- Developed new banking relationships with business prospects.
Senior Relationship Manager
BAJAJ ALLIANZ INSURANCE COMPANY LIMITED, AXIS BANK,
12.2021 - 07.2022
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Developed and managed relationships with vendors to establish cost-effective products and services.
Agency Manager
ADITYA BIRLA SUNLIFE INSURANCE COMPANY LIMITED, NEYVELI
07.2019 - 12.2021
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Financial Advisor
ADITYA BIRLA SUNLIFE INSURANCE COMPANY LIMITED,
07.2017 - 07.2019
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Education
M.phil - Bioinformatics
PRIST UNIVERSITY
THANJAVUR 2009
M.sc - Bioinformatics
Holy Cross College(Autonomous)
Trichy06.2008
B.Sc - Microbiology
Auxilium College
Vellore2005
HSC -
Jawahar Higher Secondary School
Neyveli 03.2002
Skills
- Excellent Team Leadership
- Team Training
- Customer Engagement
- Investment Properties
Languages
English
Bilingual or Proficient (C2)
Additional Information
First name : M.SUGEETHA STELLA
Date of Birth : 21.05.1985
Personal status : Female/Married/Indian
Addressforcommunication: : 132/15,N.RRajanNagar,Indira
Nagar,Vadakuthu
Neyveli-607308,
Cuddalore (District),
Tamilnadu.
Contact no : +919600615608
Timeline
Senior Relationship Manager
TATA AIA LIFE INSURANCE COMPANY LIMITED
07.2022 - Current
Senior Relationship Manager
BAJAJ ALLIANZ INSURANCE COMPANY LIMITED, AXIS BANK,
12.2021 - 07.2022
Agency Manager
ADITYA BIRLA SUNLIFE INSURANCE COMPANY LIMITED, NEYVELI
07.2019 - 12.2021
Financial Advisor
ADITYA BIRLA SUNLIFE INSURANCE COMPANY LIMITED,
07.2017 - 07.2019
M.phil - Bioinformatics
PRIST UNIVERSITY
M.sc - Bioinformatics
Holy Cross College(Autonomous)
B.Sc - Microbiology
Auxilium College
HSC -
Jawahar Higher Secondary School
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