Sujitha Balasubramaniyan

8 2 + Managed and strengthened strategic high-value client relationships through
S £ the HDFC Bank channel to drive bancassurance portfolio growth.
© 3 « Recognized as a Pan India Top Performer for consistently exceeding key
sales metrics and business development benchmarks.
Honored with the prestigious TITAN & ATLAS Awards for outstanding sales
performance and leadership.
» Successfully generated 40 Lakhs in Term Insurance business within a highly
competitive 3-month timeframe.

+ Cultivated and maintained robust bank customer relationships by delivering
8 tailored financial advisory and wealth management services.
3 « Achieved and surpassed monthly sales targets by maximizing branch
referrals and executing strategic cross-selling initiatives.
+ Partnered closely with branch banking teams to optimize customer
acquisition and expand the client portfolio.

+ Developed a strong pipeline of prospective clients to pitch and close
3 insurance and investment solutions.
s « Accelerated business performance by securing the Rookie Manager target
of 7.5 Lakhs within the first 2 months of tenure.
« Ensured strict alignment with compliance guidelines and core customer
service standards during onboarding.

+ Led, mentored, and managed a team of trainers to deliver high-quality
E professional communication and soft skills programs.
< Structured and implemented impactful training curricula designed to elevate
© language proficiency and professional competence.
+ Monitored team productivity, evaluated individual performance, and
provided actionable guidance to reach corporate objectives.