Summary
Overview
Work History
Education
Skills
Projects
Languages
Languages
Timeline
Generic

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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Tamilraja F