Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Certification
Timeline
Generic

KAUSTUBH PITALE

MUMBAI

Summary

Strategic in financial management, thrive on maximizing productivity and efficiency in task completion. Skilled in budgeting, risk assessment, and strategic planning. Excel at communication, problem-solving, and leadership, ensuring seamless operations and team synergy. Skilled professional inspired and motivated to help customers build financial independence. Skilled investment professional with excellent leadership, critical thinking and problem-solving abilities. Develops and presents proposals, facilitates communication, and multitasks in fast-paced environments. Expertise.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Senior Portfolio Manager

ADITYA BIRLA SUN LIFE INSURANCE
MUMBAI
02.2024 - Current
  • Educated clients on the importance of life insurance and financial planning.
  • Developed prospects from current commercial customers, referral leads or sales or trade meetings.
  • Developed and maintained relationships with clients to ensure customer satisfaction.
  • Prepared and delivered presentations on life insurance products to groups and individuals.
  • Analyzed clients' financial situations to propose solutions that align with their long-term goals.
  • Conducted market research to identify potential new products and services.
  • Conducted thorough needs analysis to recommend appropriate life insurance products.
  • Developed and maintained a portfolio of clients through networking and referrals.
  • Communicated with clients to understand needs and identify best policies for each case.
  • Educated clients on various types of life insurance policies available in the market.

Business Development Manager

SBI LIFE INSURANCE COMPANY
MUMBAI
09.2023 - 02.2024
  • Developed and implemented strategies to increase sales and improve customer satisfaction.
  • Established relationships with key customers to foster loyalty and repeat business opportunities.
  • Built sales forecasts and schedules to reflect desired productivity targets.
  • Managed branch sales, customer service, finances and record keeping.
  • Resolved customer complaints regarding sales and service.

Assistant Sales Manager

HDFC LIFE INSURANCE COMPANY
MUMBAI
11.2020 - 08.2023
  • Responded promptly to customer inquiries regarding pricing, features, availability.
  • Utilized digital tools such as CRM software systems to track customer interactions and manage leads.
  • Managed a portfolio clients, providing personalized insurance solutions based on individual needs.
  • Developed and executed effective sales strategies to meet and exceed monthly sales targets.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Analyzed clients' existing insurance policies and recommended adjustments or additional coverage as needed.
  • Built and maintained strong relationships with clients through regular follow-ups and excellent customer service.

Education

Bachelor of Commerce - COMMERECE

S V JOSHI
DOMBIVALI
03-2015

Skills

  • Financial analysis
  • Market research
  • Portfolio management
  • Risk assessment
  • Customer relationship management
  • Sales forecasting
  • Needs analysis
  • Presentation skills
  • Lead generation
  • Customer service
  • Product knowledge
  • Client interfacing

Accomplishments

  • Achieve promotion in the very first year at Aditya Birla Sun Life
  • Achieve MDRT target and award
  • Achieve Aditya Birla's most iconic medallion award
  • Privilege Scooty Voucher
  • Qualified for multiple electronic gadgets, like smartphone, tablet, and laptop
  • ACHIEVE YEAR TARGET IN 6 MONTHS in SBI LIFE INSURANCE COMPANY
  • Achieve promotion in the very first year at HDFC Life Insurance Company
  • STAR RATING BASE INCREMENT IN HDFC LIFE

Languages

Marathi
First Language
English
Elementary (A2)
A2
Hindi
Intermediate (B1)
B1

Certification

  • Target achievement certificates in Aditya Birla SUN LIFE INSURANCE
  • Target achievement certificates and goodies in HDFC Life

Timeline

Senior Portfolio Manager

ADITYA BIRLA SUN LIFE INSURANCE
02.2024 - Current

Business Development Manager

SBI LIFE INSURANCE COMPANY
09.2023 - 02.2024

Assistant Sales Manager

HDFC LIFE INSURANCE COMPANY
11.2020 - 08.2023

Bachelor of Commerce - COMMERECE

S V JOSHI

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