Open To Work
Deepa A. Bowalekar
Vasai,MH
Summary
As a Banking professional, I am dedicated to providing tailored financial solutions that meet individual needs. With expertise in risk management and strategic planning, I deliver exceptional customer experiences and build lasting relationships.
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
8
8
years of professional experience
Work History
Affluent Relationship Manager
Max Life Insurance
08.2023 - Current
RESPONSIBILITIES
- Client Acquisition & Retention: Sourcing new HNI clients and building long-term, trust-based relationships.
- Financial Advisory: Assessing client risk profiles and financial goals to recommend tailored investment and wealth products.
- Portfolio Management: Conducting regular reviews of client portfolios to track performance and identify cross-selling opportunities.
- Compliance & Risk: Ensuring all product recommendations strictly adhere to banking policies, KYC, and AML regulatory guidelines.
- Customer Service: Acting as an escalated point of contact to resolve client queries and deliver concierge-level banking services.
ACHIEVEMENTS
- Goal Sheet Achiever Awards
- Qualified for Domestic Trip
- Qualified for International Domestic Trip
Bancassurance Manager
TATA AIA
07.2022 - Current
- Got Nomination for Leadership Role
- Goal Sheet Achiever
- Best Contribution in NOP
- FTR (First Time Right) Achiever
Senior Corporate Account Manager
TATA AIA
12.2020 - 06.2022
- Atlantic Award Winner
- Goal Sheet Achiever
- FTR (First Time Right) Achiever
Corporate Account Manager
TATA AIA
12.2018 - 11.2020
- Top 10 - Pan India
- Top 05 - Mumbai Region
- Goal Sheet Achiever
- FTR (First Time Right) Achiever
- Earned Fast Track Promotion on the basis of Performance
ARDM (Agency Recruitment Development Manager)
Reliance Nippon Life Insurance
05.2018 - 11.2018
Education
Bachelor of Commerce - Banking & Insurance
Guru Nanak College
GTB Nagar, Mumbai05-2018
Skills
- Communication
- Public Speaking
- Customer service
- Time management
- Decision-making
- Team leadership
- Complex Problem-solving
- Staff training and development
- Documentation and reporting
- Relationship building
- Operations management
- Customer relationship management (CRM)
LANGUAGES
English - Professional Working Proficiency
Hindi - Professional Working Proficiency
Marathi - Professional Working Proficiency
Tamil - Native or Bilingual Proficiency
Telugu - Native or Bilingual Proficiency
HOBBIES
- Cooking
- Travelling
- Drawing
- Dancing
- Trekking
- Understanding a person's mindset
Timeline
Affluent Relationship Manager
Max Life Insurance
08.2023 - Current
Bancassurance Manager
TATA AIA
07.2022 - Current
Senior Corporate Account Manager
TATA AIA
12.2020 - 06.2022
Corporate Account Manager
TATA AIA
12.2018 - 11.2020
ARDM (Agency Recruitment Development Manager)
Reliance Nippon Life Insurance
05.2018 - 11.2018
Bachelor of Commerce - Banking & Insurance
Guru Nanak College