SUJITHA SURENDRAN
Relationship Manager Affluent
Chennai
Summary
Proactive manager with a proven track record in leadership, strategic planning, and problem-solving within the life insurance industry. Expertise in assisting senior management in achieving ambitious targets by fostering a motivated workforce and effectively coordinating resources. A methodical and well-organized approach ensures optimal coverage to meet operational demands while maintaining high performance standards. Diligent and dedicated professional with 6 years of experience, complemented by excellent interpersonal and communication skills, along with dynamic leadership qualities that inspire teams to excel.
Overview
7
7
years of professional experience
3
3
Languages
Work History
Deputy Manager Affluent
Axis Max Life Insurance Co Pvt Ltd
03.2025 - Current
- Led cross-functional teams to develop and implement strategic initiatives, enhancing operational efficiency and client engagement.
- Mentored junior staff on best practices to improve workflow processes, resulting in enhanced team performance and collaboration.
- Collaborated with senior management to establish key performance indicators, optimizing performance tracking and aligning team objectives with organizational goals.
- Spearheaded client relationship management strategies, fostering long-term partnerships and improving retention rates through targeted outreach efforts.
- Developed training programs for new hires, facilitating knowledge transfer and ensuring adherence to regulatory compliance and company standards.
Senior Business Sales Manager
BAJAJ ALLIANZ LIFE INSURANCE COMPANY
09.2022 - 09.2024
- Achieve growth and hit sales targets by successfully managing the sales team.
- Establishing & strengthening relationship with Bank branch manager & staffs to gain leads.
- Design and implement a strategic business plan that expands company’s customer base and ensure its strong presence.
- Own recruiting, objectives setting, coaching and performance monitoring of sales representatives.
- Delivering consistently on Goal Sheet parameters.
- Identify emerging markets and market shifts while being fully aware of new products and competition status.
- Built strong relationships with key clients, fostering long-term partnerships and repeat business.
- Here are eight resume experience statements tailored for the Senior Business Sales Manager role at Bajaj Allianz Life Insurance Company:
- Led strategic sales initiatives to drive revenue growth, significantly enhancing market penetration and client engagement.
- Developed and implemented targeted training programs that improved team performance and sales effectiveness, fostering a high-achieving sales culture.
- Analyzed market trends and competitive landscape to inform sales strategies, resulting in increased alignment with customer needs and expectations.
Deputy Manager
KOTAK MAHINDRA BANK
08.2021 - 11.2021
- Ability to build, foster and maintain good professional relationship.
- Devotion to high quality customer service.
- Excellent interpersonal communication skills
- Seek opportunities to cross sell or upsell to existing clients
- Identify key contacts at potential client companies to establish and foster relationships
Senior Agency Manager
HDFC LIFE INSURANCE
03.2020 - 07.2021
- Insurance Relationship Development.
- Business Lead Conversion.
- Administrative work.
- Identifying new HNI prospects.
HDFC Relationship Officer
ADITYA BIRLA CAPITAL
04.2019 - 04.2020
- Client Relationship Development
- Identifying new customers
Education
MBA -
Alagappa University
01.2017
B.Com - undefined
Valliammal College for women
Chennai01.2012
HSC - undefined
Dr.Nalli Kuppuswami Vivekananda Vidyalaya Junior College
01.2009
SSLC - undefined
Dr.Nalli Kuppuswami Vivekananda Vidyalaya Junior College
01.2007
Skills
Financial Analysis
Accomplishments
- Four consecutive months achieved Zh Inner Circle Contest.
- Appreciated by NH for achieving business targets – Bajaj Life Insurance.
- Appreciated and ranked as a leading employee on South Region basis in achieving Targets- HDFC LIFE.
- Awarded Best SELF LEAD GENERATION(SLG) IN HDFC LIFE.
- Won Cash Price from ZH for Overall Performance in HDFC LIFE.
Timeline
Deputy Manager Affluent
Axis Max Life Insurance Co Pvt Ltd
03.2025 - Current
Senior Business Sales Manager
BAJAJ ALLIANZ LIFE INSURANCE COMPANY
09.2022 - 09.2024
Deputy Manager
KOTAK MAHINDRA BANK
08.2021 - 11.2021
Senior Agency Manager
HDFC LIFE INSURANCE
03.2020 - 07.2021
HDFC Relationship Officer
ADITYA BIRLA CAPITAL
04.2019 - 04.2020
B.Com - undefined
Valliammal College for women
HSC - undefined
Dr.Nalli Kuppuswami Vivekananda Vidyalaya Junior College
SSLC - undefined
Dr.Nalli Kuppuswami Vivekananda Vidyalaya Junior College
MBA -
Alagappa University
LANGUAGES
MALAYALAM
TAMIL
ENGLISH
DECLARATION
I will work in a Sincere and Justified Manner in the Company. I will take my best efforts to do my Best Work Efficiently. Place: Date: Yours Truly, (SUJITHA SURENDRAN)
AWARDS
FOR BEST STUDENT YOGA TRAINER AWARD IN COLLEGE, WON FIRST PLACE IN FASHION SHOW FOR INTER COLLEGE COMPETITION, AWARDED STATE CHAMPION IN YOGA IN 2011