KIRAN DIPAK KULDHAR
Sambhajinagar
Summary
Experienced BFSI Professional with expertise in Banking, Financial services and Insurance sector.
Proficient in Managing client portfolios, driving revenue growth and ensuring compliance with regulatory standards.
Skilled in risk assessment, financial analysis and customer relationship management with proven track record of improving operational efficiency and delivering tailored solution to clients.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Sr. Corporate Agency Manager
HDFC LIFE
Pune
09.2023 - Current
- Strong focus on delivering tailored investment solutions.
- Proven track record in identifying customer needs and providing strategic financial guidance to help clients achieve their financial goals.
- Partner Relationship Management, and product training and awareness.
- Reporting and analysis.
Customer Relations Executive
BOB Financial
Aurangabad
10.2023 - 12.2023
- Analyzed customer feedback and provided actionable insights to improve service delivery.
- By identifying customers' needs and recommending appropriate financial products and services.
Education
MBA - Finance And Marketing
ASM Institute of Business Management And Resources
Pune08-2023
Bachelor of Computer Applications - Computer And Information Sciences
Deogiri College
Aurangabad01-2018
Skills
- Revenue growth
- Data analysis
- Need Analysis
- Customer Engagement
- Problem solving
Skills
- Digital Growth
- Analytics and Reporting
- Good at formulating and evaluating strategies required for each and every product cycle
- Strong interpersonal skills have been developed through international exposure and client interaction
- Excellent time management and multitasking skills, honed by balancing sports, academics, and professional life
Strengths
Accomplishments
- 4 times National Medalist.
Demonstrated exceptional skills, discipline and teamwork in competitive environment.
Represented India Internationally in Martial Arts showcasing world-class performance.
Alumnus of Sainik School.
Developed Discipline, Leadership skills and a strong sense of Responsibility through rigorous academic and extra curricular training.
Certification
- Honored by ZH for outstanding efforts for qualifying the contest.
Timeline
Customer Relations Executive
BOB Financial
10.2023 - 12.2023
Sr. Corporate Agency Manager
HDFC LIFE
09.2023 - Current
- Honored by ZH for outstanding efforts for qualifying the contest.
MBA - Finance And Marketing
ASM Institute of Business Management And Resources
Bachelor of Computer Applications - Computer And Information Sciences
Deogiri College
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