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
2022.07 - 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,
2021.12 - 2022.07
- 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
2019.07 - 2021.12
- 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,
2017.07 - 2019.07
- 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
2022.07 - Current
Senior Relationship Manager
BAJAJ ALLIANZ INSURANCE COMPANY LIMITED, AXIS BANK,
2021.12 - 2022.07
Agency Manager
ADITYA BIRLA SUNLIFE INSURANCE COMPANY LIMITED, NEYVELI
2019.07 - 2021.12
Financial Advisor
ADITYA BIRLA SUNLIFE INSURANCE COMPANY LIMITED,
2017.07 - 2019.07
M.phil - Bioinformatics
PRIST UNIVERSITY
M.sc - Bioinformatics
Holy Cross College(Autonomous)
B.Sc - Microbiology
Auxilium College
HSC -
Jawahar Higher Secondary School
Similar Profiles
Bhavya SoniBhavya Soni
Manager BIU CVM at Tata AIA Life Insurance Company Limited, CVMManager BIU CVM at Tata AIA Life Insurance Company Limited, CVM
Bhaskar PaulBhaskar Paul
Chief Business Sales Manager at Bajajallianz Life Insurance Company LimitedChief Business Sales Manager at Bajajallianz Life Insurance Company Limited
Kamaljeet SinghKamaljeet Singh
Corporate Account Manager at Tata Aia Life Insurance CompanyCorporate Account Manager at Tata Aia Life Insurance Company