Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic
Ramkumar Thiyagarajan

Ramkumar Thiyagarajan

Relationship Manager / Certified CISI (ICWIM Level 3) And SCA-Accredited.

Summary

Dynamic and results-driven professional with over 12 years of experience in insurance, investment advisory, and banking. Proven expertise in team leadership, customer relationship management, portfolio management, and sales strategy development. Skilled in direct marketing, agency distribution, and achieving ambitious business targets. Adept at building client relationships and delivering tailored financial solutions. Certified CISI (ICWIM Level 3) and SCA-Accredited.

Overview

14
14
years of professional experience
3
3
years of post-secondary education
2
2
Certifications

Work History

Relationship Manager

Abu Dhabi Commercial Bank
12.2023 - Current
  • Customer Relationship Manager, Investment & Insurance sales, New customer acquisition, Retails banking sales, cross sales, customer service, Investment adviser.

Business Development Manager

Oman Insurance Company
04.2022 - 12.2023
  • Agency Distribution, Leading a team of 15 members, Responsible for acquiring new business in the open market, Managing new business and customer service, Providing product and process training, Achieving monthly branch targets.

Cluster Business Manager

Canara HSBC Oriental Bank of Commerce Life Insurance Company
09.2019 - 02.2021
  • Direct Marketing, Leading a team 15 members, Acquired new business in the open market, Managed customer service and complaints, Consistently exceeded branch targets on a monthly basis, Implemented local contests that have effectively increased business volume.

Sales Manager

Tata AIA Life Insurance
07.2017 - 09.2019
  • DM - S2S, Handling a portfolio of 10 branches( Walking Customer ), Responsible for addressing customer inquiries and complaints, Driving cross- sales productivity, Ensuring maintenance persistence remains above 90%.

Relationship Manager to Sr.Relationship Manager to Portfolio Manager to Wealth Manager

AEGON Life
06.2013 - 07.2017
  • Direct Marketing sales, New customer acquisition in the open market, Financial Planner, Insurance Adviser, Portfolio Manager, Wealth adviser, Customer Relationships Manager.

Sales Executive

HDFC Bank Limited
06.2011 - 05.2013
  • Field work CASA (Assets & liability) Product sales, New customer Acquisition.

Education

Bachelor of Commerce (B.Com.) - Accounting and Business/Management

Bharathidasan University
01.2007 - 04.2010

Skills

Sales Processes

Certification

Certified CISI (ICWIM Level 3)

Accomplishments

  • 2020 - YTD Target Vs Achievements PAN INDIA TOPPER
  • 2019 - OND, STAR of the Quarter and Pinnacle awards from CDO
  • 2018 - 1st, 2nd and 3rd Quarter Zone TOPPER
  • 2019 - Qualified for GOA Meet TOP achiever awards collected from CDDO
  • 2016-17 - Qualified for International Trip Hong Kong
  • 2014-15 - Qualified for International Trip Thailand

Timeline

Relationship Manager

Abu Dhabi Commercial Bank
12.2023 - Current

Business Development Manager

Oman Insurance Company
04.2022 - 12.2023

Cluster Business Manager

Canara HSBC Oriental Bank of Commerce Life Insurance Company
09.2019 - 02.2021

Sales Manager

Tata AIA Life Insurance
07.2017 - 09.2019

Relationship Manager to Sr.Relationship Manager to Portfolio Manager to Wealth Manager

AEGON Life
06.2013 - 07.2017

Sales Executive

HDFC Bank Limited
06.2011 - 05.2013

Bachelor of Commerce (B.Com.) - Accounting and Business/Management

Bharathidasan University
01.2007 - 04.2010

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Ramkumar ThiyagarajanRelationship Manager / Certified CISI (ICWIM Level 3) And SCA-Accredited.