Ganesh Shinde

* Managing operations across *three ICICI Bank branches* for life insurance solutions, including Term Insurance and ULIP (Unit Linked Insurance Plans).
* Handling *leads generated by the bank* for Term Plans and ULIPs, ensuring timely follow-up, client engagement, and case conversion.
* Responsible for *end-to-end case management* — from *case login, documentation*, to coordinating with the underwriting team for seamless processing.
* Personally meet and consult with *high-net-worth clients (HNIs)* to explain complex insurance products, benefits, and claim settlement processes.
Maintain up-to-date knowledge of Indian capital markets and current financial trends to effectively position ULIP investments.
* Ensure *claim settlement support* by assisting clients and nominees through documentation and ICICI’s claims procedures.
* Act as a bridge between the customer, bank relationship managers, and the insurance company's backend operations team.

• Financial Auditing: Review financial statements and records to verify accuracy, completeness, and compliance with accounting standards and regulations.
• Reporting and Documentation: Prepare detailed audit reports summarizing findings, recommendations, and action plans. Present reports to senior management.

• Financial Record Management: Maintain and update financial records, ensuring accuracy and compliance with company policies and accounting standards.
• Accounts Payable/Receivable: Process invoices, handle vendor payments, and manage customer accounts. Follow up on outstanding invoices to ensure timely collection.
• Financial Reporting: Support the preparation of monthly, quarterly, and annual financial reports. Assist with the analysis of financial statements to identify trends and discrepancies.