POOJA PATIL
Mira Road
Summary
A highly dedicated and experienced individual with over 4.7 months years of experience as financial services consultant qualified in research and customer service.
Seeking a position in the field offinance in an esteemed organization that would help me expand my knowledge of the domain and put my financial reporting and planning skills to good use.
Collaborative leader partners with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Overview
7
7
years of professional experience
3
3
Certifications
3
3
Languages
Work History
BANCASSURANCE MANAGER
HDFC Life Insurance
08.2024 - Current
- Key Competencies
- Assessing and tracking investment portfolios to maximize performance and advising on suitable funds according to risk profiles.
- Focused on recommending Unit Linked Insurance Plans (ULIPs) to achieve wealth accumulation and sustained financial aspirations.
- Supported team development by mentoring individuals, tracking daily operations, and enhancing a positive work environment.
- Establish and nurture strong connections with HNI and NPS clients.
- Directed and energized employees to maximize work performance and involvement.
- Performed various assignments adhering to set deadlines.
- Elevated performance by overseeing daily activities and guiding team members.
- Boosted customer satisfaction through swift dispute resolution, maintaining transparent communication, and ensuring exceptional service delivery.
- Revamped marketing initiatives for customer acquisition and business promotion
- Establish strong connections with sales teams of channel partners, such as banks and NBFCs.
- Collaborate with channel sales teams to connect with potential customers and offer insurance solutions.
- Exceeded channel strategy sales goals consistently.
- Deliver comprehensive pre and post sales support, encompassing claim settlement processes.
- Maintain high-quality standards for business activities and persistence, focusing on premium renewals.
- Facilitate access for channel sales team to leverage cutting-edge digital platforms.
- Convert leads according to customer preferences.
- Facilitated joint calls with bank staff to improve communication.
- Supplied qualified leads to company, driving sales growth.
- Fostered partnerships with channel partners to drive sales growth. Engaged in regular discussions with partners to ensure alignment on goals. Implemented feedback mechanisms to enhance partner satisfaction and collaboration. Coordinated events and activities to strengthen partner relationships.
- Prioritized customer needs and expectations in service delivery.
SENIOR WEALTH MANAGER
ADITYA BIRLA SUN LIFE INSURANCE, PUNE
06.2023 - 08.2024
- Client Relationship Management: Building and maintaining strong relationships with HNI and NPS clients to understand their financial goals and needs.
- Wealth Planning: Developing comprehensive wealth management plans tailored to each client's individual financial situation and objectives such as pension planning, retirement and wealth creation.
- Investment Advisory: Providing expert advice on investment strategies, asset allocation, retirement planning and financial products to help clients achieve their financial goals. Portfolio Management managing and monitoring client investment portfolios.
- Tax Planning: Assisting clients with tax planning and strategies to minimize tax liabilities. Estate Planning: Collaborating with clients to create estate plans, including wills and trusts, to ensure the smooth transfer of wealth to heirs.
FINANCIAL SERVICES CONSULTANT
ICICI PRUDENTIAL LIFE INSURANCE, PUNE
08.2021 - 06.2023
- Relationship Management with Business Partners over NPS leads and insurance business.
- Training for B2B partners in accordance with product and process. Responsible for actively participating in business development strategies.
- Analyzing product space in customer's portfolio
- Analyzing business requirements and putting them into action
- Handling escalations and grievance
- Lead Generation, customer acquisition
- Meeting and interacting with customers on a regular basis to achieve set targets.
- Handling queries of business partners and customers about products and processes.
- Provide outstanding customer service both before and after the sale
- Provide support for maintaining data on business status as related to YOY Growth and target achievements for the partner.
- Responsible for maintaining monthly sales reports as well as daily lead/funnel reports for the partner.
BUSINESS DEVELOPMENT OFFICER
EQUITAS SMALL FINANCE BANK, NASHIK
01.2021 - 04.2021
- Handle sales and coordinate transition and delivery of their products and services.
- Assisting internal teams to develop new sales and marketing strategies.
- Track the results of and collect feedback of new business pursuits.
- Ensure outstanding customer service through regular client follow-up.
- Reviewed new prospect KYC documents for account opening process.
DIGITAL MARKETING INTERN
OSUMARE MARKETING SOLUTIONS, PUNE
04.2019 - 07.2019
- Handling digital marketing services for company clients.
- Planning digital marketing campaigns, including web, SEO/SEM, Email, social media and display advertising.
- Maintaining our social media presence through all digital channels.
- Acquired new clients for the firm.
Education
PGDM - Marketing and Entrepreneurship
INDUS Business School
Pune03.2020
Bachelor Of Commerce - Banking and Finance
CMCS College
Nashik10.2017
Skills
Customer Service
Certification
The Complete Financial Analyst Course at Udemy
Additional Information
ACCOMPALISHMENTS CERTIFICATIONS
- Awarded Trophy for 21st ICICI Prudential Drive2022
- Discipline Coordinator at Indus Business School, Pune for Batch 2018-2020
- Letter of Recommendation from Osumare Marketing Solutions
- A- Certificate Awardee in E- Commerce course by CMCS College, Nashik
- The Complete Financial Analyst Course at Udemy
- E- Commerce course at CMCS College
- Anti- Money Laundering Concepts: AML, KYC and Compliance Course on Udemy
Accomplishments
- Awarded Trophy for 21st ICICI Prudential Drive 2022
- Discipline Coordinator at Indus Business School, Pune for Batch 2018-2020
- Letter of Recommendation from Osumare Marketing Solutions
- A- Certificate Awardee in E-Commerce course by CMCS College, Nashik
Languages
5,5,6
DECLARATION
I declare that all the given information is true to the best of my knowledge and belief.
Timeline
BANCASSURANCE MANAGER
HDFC Life Insurance
08.2024 - Current
SENIOR WEALTH MANAGER
ADITYA BIRLA SUN LIFE INSURANCE, PUNE
06.2023 - 08.2024
FINANCIAL SERVICES CONSULTANT
ICICI PRUDENTIAL LIFE INSURANCE, PUNE
08.2021 - 06.2023
BUSINESS DEVELOPMENT OFFICER
EQUITAS SMALL FINANCE BANK, NASHIK
01.2021 - 04.2021
DIGITAL MARKETING INTERN
OSUMARE MARKETING SOLUTIONS, PUNE
04.2019 - 07.2019
PGDM - Marketing and Entrepreneurship
INDUS Business School
Bachelor Of Commerce - Banking and Finance
CMCS College