Suchitra Tagilepalli
Stoke-on-Trent
Summary
Results-driven Customer Service and Sales Professional with over 6 years of experience in the insurance and financial services industry. Recognised for delivering exceptional customer experiences and consistently achieving strong sales results. Highly skilled in understanding customer needs and recommending tailored solutions that add value. Proven ability to build strong client relationships, increase customer loyalty, and drive revenue growth. Confident communicator with excellent communication and negotiation skills. Experienced in converting customer interactions into successful sales while working in target-driven environments. Committed to delivering outstanding service while consistently exceeding performance goals.
Overview
10
10
years of professional experience
Work history
Rework Operative
DWK Life Sciences
2025.01 - 2026.01
- 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.
- Worked part of fast-paced production line, continuously achieving targets.
- Maximised productivity with proactive planning.
Corporate Agency Manager (CAM)
HDFC LIFE
Hyderabad
2016.12 - 2022.11
- Delivered high-quality customer service by handling client queries and resolving escalations at branch level.
- Managed a portfolio of 300+ clients, building long-term relationships and maintaining high customer satisfaction.
- Managed NRI client interactions through calls and emails, explaining suitable insurance products based on their needs and successfully closing sales through effective follow-up and relationship management.
- Consistently achieved 120% of annual sales targets through proactive customer engagement and needs-based product recommendations.
- Converted bank-generated leads into successful insurance sales by understanding customer needs and presenting suitable solutions.
- Promoted insurance products through direct customer interaction, phone communication, and relationship management.
- Ensured smooth lobby and queue management to improve customer experience at the branch.
- Prepared and submitted daily sales trackers and branch performance reports to management.
- Collaborated with branch managers and corporate sales managers to achieve sales and operational goals.
USA Tax Associate
METAFIN CONSULTING PVT LTD
2015.11 - 2016.04
- Collected and verified detailed client information—including personal details, income, and tax-related expenses—entirely via phone calls, ensuring accurate tax preparation.
- Explained complex tax procedures and requirements to clients clearly and professionally over the phone.
- Prepared, reviewed, and filed tax returns electronically and on paper, maintaining strict compliance with regulations.
- Guided clients through service charges and payment processes, demonstrating strong persuasion and communication skills.
- Managed client records, emails, and documentation efficiently while working remotely.
- Maintained strict confidentiality and security of sensitive financial and personal client information.
- Collaborated with team members to ensure timely submission of tax returns and smooth workflow.
- Demonstrated exceptional attention to detail, organizational skills, and problem-solving while handling all client interactions remotely.
Education
PGDI - Insurance
Manipal School of Banking
BangaloreBtech - Computer Science & Engineering
Sri Chaitanya Technical Campus
Skills
- Customer Service
- Sales & Target Achievement
- Client Relationship Management
- Strong Communication & Interpersonal Skills
- Lead Generation & Sales Conversion
- Cross-selling & Upselling
- Problem Solving Skills
- Time Management & Multitasking
- Regulatory Compliance (KYC & AML)
Accomplishments
- Top Performer Award - Achieved the highest policy sales in the region, surpassing monthly targets by 150% consistently.
- Customer Excellence Recognition Award - Maintained over 95% client retention through proactive relationship management.
- Renewal Collection Champion - Achieved the highest policy renewals in the region.
ADDITIONAL INFORMATION
Right to work in the UK - No visa required or Sponsorship needed
Timeline
Rework Operative
DWK Life Sciences
2025.01 - 2026.01
Corporate Agency Manager (CAM)
HDFC LIFE
2016.12 - 2022.11
USA Tax Associate
METAFIN CONSULTING PVT LTD
2015.11 - 2016.04
Btech - Computer Science & Engineering
Sri Chaitanya Technical Campus
PGDI - Insurance
Manipal School of Banking