D.

Shanmugaraja
[email protected]
Mobile: 9952478776
Objective:

To provide a high level of professional expertise in finance industry to an esteemed

organization dealing with high level of standards and contribute in the establishment of
new standards in excellence, performance, quality and profitability.

Career Summary:
Strong holding Corporate Sales of Insurance Company and Financial Sector including
Corporate Agents. Undertaken assignments involving high level of accuracy and
service level standards.

Senior Area Manager,Ba ja j Al l i a nc e Li f e I nsur anc e Com pa n y Ltd , -

Bancassurance Channel (Equitas Bank Vertical - From 03th June 2024 to Present -
Madurai .

 Managed a team of Relationship Managers within the bancassurance channel

overseeing their performance and ensuring they meet targets.
 Cultivated strong relationships with Bank Controllers Branch Managers,and
other staff members, contributing to the achievement of regional sales
objectives.
 Oversaw the day-to-day activities, planning and execution of the Banca team to
ensure the fulfillment of daily commitments.

 Arranged and facilitated training program for bank staff, focusing on product
knowledge and selling skills to enhance branch productivity
 Train the recruited SP for IRDAI exams and provide product training for the SP
 Developed and executed campaigns for Customer Identification form (SP)
acquisition through collaboration with bank controllers
 Update daily sales report in the systems
 Collect renewal premiums from the customer with the help of Sp and
achieved (103%).
 Conducted monthly review meetings to evaluate RM,SRM,ERM,Etc..Performance
against key parameters
 Conducted regular visits to Bank branches, providing support and guidance to
RM,s in their pursuit of business targets
 Fostered relationships with bank customers, promoting priority products such as
life insurance and other offerings, resulting in the achievement of annual budget
goals.

Senior Business Development Manager, SBI Life Insurance Co Ltd, -

Bancassurance Channel - From 17th May 2018 to 29th May 2024-Nagercoil.

 New Cross Selling business for the financial year sourced for Rs.5.22 crores,
achieved budget (186.58%) during the FY’23 and maintaining 13th month
rolling persistency level over 98.5% and renewal 108%
  Received Appreciation Certificates from ZAM, RM, RD, MD & CEO for various
achievements.
 Got Promotions from Sr.BDE to BDM, BDM to Sr.BDM,Sr.BDM by achieving
target for Budget Vs Achievements.
 Received QVP up to 20 lakhs in last 2 years.
 Logged in 25 Lakhs, 50 Lakhs Regular Policy during 2022, 2023 and such
other high ticket policies.
 Acted as Team Leader with a team of 17 CIF for the Bank.
 Qualified in various Campaigns.
 Recruit CIF for the Bank.
 Train the recruited CIF for IRDAI exams.
 Provide product training for the CIF.
 Get leads from the CIF and Close the calls for new business
 Update daily sales report in the systems
 Collect renewal premiums from the customer with the help of CIF and
achieved (103%).
 Conduct CIF meeting on monthly basis and share about their experience in
closing leads.
 Motivate CIF for qualifying all the contests.
 I have traveled lot of travel domestic(Cova and
Hyderabad,delhi,Assam,Jammu,Sringar etc..) international
trip(Thailand,Malasiya) also. Recently going to Thailand trip.

Business Development Manager – Agency Channel, HDFC StandardLife

Insurance Co Ltd From 07th March 2016 To 16th May 2018-Tuticorin
 Recruit financial consultant for our company.
 Train the recruited financial consultants for IRDAI exams.
  Provide product training for the financial consultants.
 Get leads from the Financial Consultants and Close the calls for new
business
 Update daily sales report in the systems.
 Collect renewal premiums from the customer with the help of Financial
Consultants.
 Activate new Financial Consultants.
 Provide AML training to Financial Consultants.
 Conduct Financial Consultant meeting on monthly basis and share about
their experience in closing leads.
 Motivate Financial Consultants for qualifying the contest.
 Visit our Financial Consultants Residence and maintain good relationship
with their family.
 Recruit Financial consultants for FCCP program and help them to begin
carrier with HDFC Life Family

Achievements:
 I have been promoted from SDM to BDM in the last Financial Year.
 Recruited more than 50 Financial Consultant in Last Financial Year.
 Logged in 25 Lakhs Policy in March 2018 and received appreciation mail
from our MD&CEO ,AVP,ACH,CH,
 Maintaining persistency level over 95% throughout my carrier.
 Received certificates & Trophies from MD&CEO, VP, AVP, CH & ACH
for achievingMTD & YTD on new business & for FC Licensing.

Senior Sales Officer, HDB Financial Service Ltd – Tuticorin from 13 February
2015 to 09/02/2016.
 Market all types of loan such as Personal Loans, Loan against Property,
Enterprises Loan, Gold Loan, Personal Loan, Imperfect, Used Car Loans
& Mortgage Loans.
 Received loan application forms are filled with correct proofs and login for loan
disbursement.
 I have been promoted from SSO to G3 in duration of 6 months and G3
to SM in next 6 months by achieving the target.

Marketing Manager, Velavan Hyper Market Tuticorin 2015.

 Market all types of goods like Readymade, Jewelery, Electricals &
Electronics, Footwear & Stationary items by distributing pamphlets
across the city.
 Maintain Purchase records of the above said items.
 Order taken and insists for delivery
 Collection done for the delivered items.
Admin Manager, Vinchip Systems Pvt Ltd 2010 to 2014:
 Taking care of admin related works.
 Vehicle Maintenance
 System Administration (Hardware & Software)
 Income Tax of the company
 Pay roll division activities such as Medi claim, ESI, PF,
Salary Maintenance, Petty Cash etc...

Supervisor, Annai Spinning Mill Erode OneYear:

 Taking care of admin related works.
 Supervise and co-ordinate with the workers for better quality & increase
production
 Report the production & quality to the shift manager.

Strengths:
 Team Player
 Customer Centric
 Possess good leadership qualities
 Manage time effectively.
 Self-initiative.

Academic Qualification:
MBA General : Alagappa University
B.Sc., Physics : VOC College,Tuticorin

Personal Information:
Date of Birth : 17.11.1984
Address for communication : No.13/90A,
Mampara Vilagam
Chemman Kalai Road
Maruthancode
Near Mahadever
temple
Kanyakumari - 629163
Marital Status : Married
Languages Known : English, Tamil & Malayalam

Declaration:
I hereby declare that the above information is true and best of my knowledge.

Date:26-06-2-24 Yours faithfully

Place :Madurai
D.Shanmugaraja