Summary
Overview
Work History
Education
Skills
Software
Accomplishments
Certification
Timeline
Generic
N SHANMUGASUNDARAM

N SHANMUGASUNDARAM

Sales
Chennai

Summary

Professional Degree holder with 25+ years of experience in Operations, Sales, team management etc. Proven skills in handling the sales and marketing operations for promoting Banking, Insurance & telecom products and accomplishing the sales and revenue targets. Proficient at leading teams for running successful processes ensuring adherence to TAT and quality standards. Holds the distinction of creating 1st COT in South Zone . Possess excellent interpersonal, communication and organizational skills with abilities in team management, customer relationship management.


Overview

26
26
years of professional experience
4
4
Certifications
2
2
Languages

Work History

Branch Head

Kotak Mahindra Life Insurance Co. Ltd.,
05.2014 - 01.2024
  • Handle a team of LMP / BMP / MP's & GT's - 8 Managers contributing to the Branch business across all levers
  • Handling a distribution Size of 25 Partners and 250 Advisors
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Ensure Adherence to Process and Procedures
  • Ensuring Model Week adherence every day
  • To Maintain Persistency @ 85% & Above across Managers
  • Established & Ensured Promotional Activities for Advisor and Partner Requirement
  • Presentations to Associations on Investment Awareness and creating flow for recruitment & Business
  • Strategic Initiatives for the Branch Development
  • Launched Vellore Location in 2018 from Scratch to 10 Partners in a short span parallely servicing Partners in Chennai

Agency Development Manager

Maxlife Insurance Company Ltd.,
03.2012 - 05.2014
  • Develop various sources of agent hiring & build a team of Agent Advisors
  • Field Demonstrations with life advisors
  • Work with Advisor on Planning & Reviewing the goals
  • Achievement Business plans
  • Ensure Product mix sales ratio and adhere to business norms
  • Periodical customer visits to understand pulse & need
  • Ensure Customer Queries are responded to satisfactorily as per Company standard
  • Launched Newly recruited Advisors in Month 0 and 1
  • Conversion of walk-in customers for Recruitment as well as Business
  • Awarded "You made the Difference" for Jan - June 2013
  • Won Early activation contest in Aug 2013
  • Awarded the employee of the Month - Customer centricity

Area Sales Manager

Reliance Communications
05.2010 - 12.2011
  • Focus on New Accounts for Enterprise Business - Data / Voice Solutions
  • Responsible for Acquisition, Revenue Maximization & Revenue Assurance
  • Work with Service & Planning teams for Delivery
  • Ensure Customer Satisfaction and cross sell products
  • Retention of Existing Accounts / Churn Competition Accounts
  • Guide Sales team to explore new business opportunity
  • Highest installations in a month (Aug 2010) on Wimax - Broad Band solutions
  • Won the Best ASM Trophy for Jan 2011 - Highest Net Additions to the system
  • Won the Best ASM Trophy for Feb 2011 - Highest Net Additions to the system

Branch Manager

Citi Financial Consumer Finance Ltd.,
07.2007 - 05.2010
    • Key Result Areas
    • Branch Profitability and Growth
    • Maintaining an healthy portfolio through Product mix
    • Ensure Productivity for Customer Relationship Managers
    • Managing Customer satisfaction by achieving TAT and Quality service
    • Coordinate with Collections to crack Skip and Nonstarter Customers
    • Penetration of Group Insurance Products & ULIPS
    • Use Existing base on High Ticket Customers to pitch in for Mortgage
    • Training the DST's on their respective products for better understanding / sourcing
    • Meet SME's in neighborhood and follow-up of closure
    • Accomplished 200 PL units in the first month and continued the 200 mark
    • Resolution of Nonstarter case from 90% to 100% consistently
    • Increased the Average ticket size from 45k to 110k - High Ticket PL
    • First one to Source the newly launched Guarantee Product in PLB Chennai
    • Branch reached the highest rating in Aug 2009 based on Mortgage

Relationship Officer

ICICI Bank Ltd
07.2004 - 06.2007
  • Implementing strategies with a view to expand existing accounts, meeting pre-determined business objectives
  • Mapping client's requirements and providing them with best home loan solutions to suit their needs
  • Managing customer centric operations & ensuring customer satisfaction by achieving delivery & service quality norms
  • Leading, training and motivating DMA/DST team ensuring optimum performance

* Accomplished sales volume of Rs.8.32cr with 3 channel partners in a single month

  • Relationship management with builders for securing profitable business
  • Increased Sanction number potential of each Executive.

Operations Engineer

Lason India Ltd
12.1999 - 07.2004
  • Company is a BPO engaged in extracting data from 3 million of health claims, 2.5 million of transportation claims and 0.6 million of survey forms apart from other business products. Instrumental for shipping data 80% on TAT
  • Received appreciation for new Project Launch - Well Point

Engineer Trainee

Texel Fabricators Pvt ltd
02.1999 - 11.1999
  • Joined as an Engineer Trainee post Graduation,
  • In-charge of Shift Related works and ensuring completion of all tasks and jobs on time.
  • To ensure delivery of Jobs to Clients. Was part of the new job delivery at Ford Motors

Area Head

HDFC Life Insurance Company
02.2024 - Current
  • Analyzed key performance indicators to identify trends and areas for improvement within the department.
  • Ensure Distributors earn every month across levers
  • Regular Connect with advisors via weekly meeting for updates in Industry and Products
  • Fortnightly Recruitment Presentations conducted to increase the Advisor On Board in the Branch
  • Support Team Manager's for their Achievements and Promotion
  • HNI Presentations every week to increase the Case size
  • Conduct Weekly sessions to Distributors via Padhasala concept
  • Recognition Platform in the form of Star Advisors every month on their Performance
  • Qualify distributors & advisors to achieve international trips sponsored by the company

Education

MBA - Operations Management

Indira Gandhi National Open University (IGNOU)
Chennai, TN
06.2003 - 2005.10

B.E - Mechanical Engineering

P.S.N.A College of Engg. And Technology
Dindigul
07.1994 - 1998.11

Skills

    Business planning

    Sales and marketing

    Strategic planning

    Business Development

    Business administration

Software

MICROSOFT OFFICE

Accomplishments

    * Created the 1st COT of South with 1.56 crore regular premium

    * 1 Crore Cheq collected for Annanagar Branch Launch

    * Created 4 MDRT's for 2022 ( Jan - Dec 2022) / Created Repeat MDRT from Ambattur LAO

    * Ensured Managers get Elevated in the System as BMP

    * Torch Bearer for the 1st Digital Proposal for the Model in 2016

    * Qualified for Employees Prestigious APC Summit and ensured Team's Participation

    * Qualified for Hour of Power in APC Summit (Spl. recognition)

    * Earned Highest Incentive in Q4 12 lacs as Managing Partner 2018

    * Earned Highest Incentive in Q4 6.54 lacs as Location Manager 2022

    * Created Vellore Location Parallely from Scratch to 10 Regular Partners and launching it in 2018

Certification

Certification in Applications Programming

Timeline

Area Head

HDFC Life Insurance Company
02.2024 - Current

Branch Head

Kotak Mahindra Life Insurance Co. Ltd.,
05.2014 - 01.2024

Agency Development Manager

Maxlife Insurance Company Ltd.,
03.2012 - 05.2014

IRDA Certified

03-2012

Area Sales Manager

Reliance Communications
05.2010 - 12.2011

Branch Manager

Citi Financial Consumer Finance Ltd.,
07.2007 - 05.2010

Relationship Officer

ICICI Bank Ltd
07.2004 - 06.2007

MBA - Operations Management

Indira Gandhi National Open University (IGNOU)
06.2003 - 2005.10

Diploma in Web Designing

10-2001

Operations Engineer

Lason India Ltd
12.1999 - 07.2004

Engineer Trainee

Texel Fabricators Pvt ltd
02.1999 - 11.1999

Oracle 8I

07-1998

Certification in Applications Programming

12-1994

B.E - Mechanical Engineering

P.S.N.A College of Engg. And Technology
07.1994 - 1998.11
N SHANMUGASUNDARAMSales