Suchitra Tagilepalli
Stoke-on-Trent
Summary
Focused and dedicated insurance professional with 6 years of experience. Highly motivated to provide extensive customer service and drive sales through referrals and analyzing market trends to increase revenue and meet sales goal. Proactive in analyzing client needs and recommending tailored insurance solutions.
Overview
10
10
years of professional experience
Work history
Rework Operative
DWK Life Sciences
01.2025 - Current
- Conducted quality checks and re-inspected returned items to ensure they met required standards.
- Identified and reported product defects.
- Excelled in multi-tasking for improved productivity.
- Followed instructions accurately to ensure task completion in a timely manner.
- Reduced downtime, ensured smooth operations.
- Met deadlines by prioritising tasks effectively.
Corporate Agency Manager (CAM)
HDFC LIFE
Hyderabad
12.2016 - 11.2022
- Handling the Escalations and Customers Queries at the Branch Level and providing best customer service
- Ensure effective lobby and queue management to deliver exceptional customer service
- Manage a portfolio of 300+ clients, consistently achieving 120% of annual sales targets
- Converting the prospects generated by bank and help them in converting into positive business
- Ensure that the branch meets all regulatory compliance standards and follows all operating policies and procedures
- Submitting daily management tracker by consulting the branch head and CSM (Corporate Sales Manager)
- Submitting branch sales report to respective branch and Cluster heads
USA tax associate
METAFIN CONSULTING PVT LTD
11.2015 - 04.2016
- Organizing and analyzing client financial information such as personal details, income, and tax expenses during the tax year for preparing tax return
- Filing tax returns on paper or electronically on behalf of clients
- Explain the customer and make them to convince to pay the charges for preparation of tax return to the company
Education
PGDI - Insurance
Manipal School of Banking
Btech - Computer Science & Engineering
Sri Chaitanya Technical Campus
Skills
- CRM Software & MS Office Suite
- Quick learning
- Good Communication skills
- Customer service
- Relationship management
- Problem-solving skills
- Anti Money Laundering Techniques
- Claims processing
- KYC norms
- Ability to leverage technology
Timeline
Rework Operative
DWK Life Sciences
01.2025 - Current
Corporate Agency Manager (CAM)
HDFC LIFE
12.2016 - 11.2022
USA tax associate
METAFIN CONSULTING PVT LTD
11.2015 - 04.2016
PGDI - Insurance
Manipal School of Banking
Btech - Computer Science & Engineering
Sri Chaitanya Technical Campus
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