Tamilraja F
Chennai
Summary
Results-driven Insurance & Banking professional with 7+ years of expertise in relationship management, bancassurance, customer retention, and business development. Proven track record of achieving sales targets, enhancing client satisfaction, and driving portfolio growth. Skilled in building long-term client relationships, leading retention initiatives, and aligning financial solutions with customer needs.
Overview
8
8
years of professional experience
5
5
years of post-secondary education
Work History
Associate Manager
HDFC Life Insurance
12.2022 - Current
- Achieved 120% of sales targets by driving bancassurance sales through bank branches and digital channels.
- Built and maintained partnerships with bank staff, ensuring seamless integration of insurance offerings.
- Identified cross-selling opportunities, increasing bancassurance portfolio revenue.
Customer Retention Officer
Max Life Insurance
09.2020 - 09.2022
- Improved policy renewal rate by 15% through proactive customer engagement and personalized solutions.
- Handled high-volume policyholder communication, resolving queries to ensure 95% customer satisfaction.
Key Relationship Manager
Kotak Mahindra Life Insurance
10.2018 - 09.2020
- Managed and nurtured relationships with 50+ high-net-worth clients, achieving 110% of premium targets.
- Increased client base by implementing targeted acquisition strategies.
Business Development Officer
Equitas Small Finance Bank
09.2017 - 10.2018
- Acquired 150+ new clients by actively promoting savings, loan, and insurance products.
- Consistently exceeded monthly business targets through relationship-based selling.
Education
BBA - Business Administration And Management
St. Joseph's Autonomous College
Tiruchirappalli, India 07.2014 - 03.2017
Higher Secondary - Accounting And Finance
PSA Boys Higher Secondary School
Tiruvannamalai, India 06.2012 - 03.2014
SSLC -
St. Arokiya Annai High School
Tirukovilur, India 06.2011 - 03.2012
Skills
- CRM Tools (Insurance CRM, Salesforce basics)
- MS Office Suite (Excel, Word, PowerPoint)
- Policy Management Systems
- Digital & Bancassurance Sales Platforms
- Communication & Negotiation
- Relationship Building
- Problem Solving & Decision Making
- Time Management & Organizational Skills
- Customer-Centric Approach
- Customer engagement
- Cross-selling techniques
- Problem solving
- Time management
- Sales strategy
Projects
Customer Retention & Satisfaction Project, Developed strategies that reduced policy lapses and increased customer loyalty. Risk Assessment Model, Assisted in building models to identify potential risk factors in client portfolios.
Languages
- English, Fluent
- Tamil, Native
Languages
Tamil
First Language
English
Advanced
C1
Timeline
Associate Manager
HDFC Life Insurance
12.2022 - Current
Customer Retention Officer
Max Life Insurance
09.2020 - 09.2022
Key Relationship Manager
Kotak Mahindra Life Insurance
10.2018 - 09.2020
Business Development Officer
Equitas Small Finance Bank
09.2017 - 10.2018
BBA - Business Administration And Management
St. Joseph's Autonomous College
07.2014 - 03.2017
Higher Secondary - Accounting And Finance
PSA Boys Higher Secondary School
06.2012 - 03.2014
SSLC -
St. Arokiya Annai High School
06.2011 - 03.2012
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