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An achievement-oriented professional approach for strengthening companies to lead in highly competitive financial markets targeting Sales, Distribution ,Training & Development & Business Development. Accomplishing Successfull assignments across Insurance, NBFC’s and Financial services industry. PROFILE SUMMARY 25 years’ experience in Sales & Marketing in Insurance, Financial services & Consumer Durable industry. Expertize in managing Full sales cycle from Recruitment of a successful sales team , training and development, sales development, initial lead proposal generation to Closures , analysing competition, evaluating & supporting the team, objection handling and Positive sales closure of HNI & retail clients. Successfully transformed new & challenging assignments in niche marketing territories into consistent top-performing zones with positive YOY growth in all parameters, thereby increased sales revenue margin & AUM growth of the territory. Generated new business premium above 10 Crores and sold more than 3000 new client policies in the past 16 years of Inurance Sales career. Achieved above 90% persistency in premium collection through renewals, which is a high benchmark. Efficient in formulating and implementing sales techniques, marketing, Field activities & promotional strategies to develop a successful branch & Frontline sales team. Proficient in planning & executing a variety of sales campaigns / Field activities and extracting best results out of branch sales team in achieving their sales targets . Capability to create a positive work environment that fosters team performance to achieve 100 % sales targets, motivate/drive them to get promote to next level,win many accolades & qualify for foriegn trips .

Results-driven Quality Engineer with over 4 years of specialized experience in manual and automation testing. Proven track record in the banking sector, adapt at enhancing software quality through effective testing methodologies, continuous improvement practices, and collaboration with cross-functional teams.
Well-versed in the Pensions and Insurance industries and working with Legacy /Mainframes to latest Digital applications , covering various Pension Products and Schemes.
Excellent Stakeholder Management skills with proven ability to communicate professionally and concisely with stakeholders , verbally /written. Experience being involved with various Business Stakeholders for requirements gathering, User Stories break down and Test Scenario planning - which required engaging across multiple Sr Business and Technology Stakeholders .
Good Analytical skills , to analyse data/feedback , identify trends and opportunities for improvement and bring in e ciencies in the process , enhancing customer experiences.
Experience in front office roles, managing various pensions and retirement schemes for customers [ Scottish Widows ]
Experience with IT Support Processes – Incident Management , Problem Management and Change Management, using Service Now
Focused on doing the right thing, continuous improvement attitude, with proven ability to learn / adapt to new challenges in dynamic work environment.

Specialist Employee Benefits Consultant with extensive experience in retirement fund governance, regulatory advisory and intermediary portfolio management within South Africa’s institutional financial services sector.
Currently responsible for managing a retirement fund portfolio exceeding R5 billion in assets under administration at Alexforbes.
Support a network of 15 intermediary brokers and 120 corporate retirement fund clients, providing advisory oversight on governance frameworks, regulatory compliance, retirement fund implementations and complex Section 14 transfers.
Recognized for strong intermediary relationship leadership and technical expertise in Pension Funds Act compliance, with the ability to translate complex regulatory requirements into practical strategic solutions for brokers, employers and retirement fund members.

Results-driven finance professional with over 4 years of expertise in hedge fund operations, reconciliation, and financial reporting. Skilled in NAV calculation, trade lifecycle management, and resolving operational breaks to ensure seamless fund performance. Proficient in utilizing tools like Bloomberg, Markit Portal, and TLM to streamline processes and maintain compliance with regulatory standards. Recognized for strong analytical skills, attention to detail, and a proactive approach to client deliverables. Dedicated to fostering efficiency and delivering value in dynamic financial environments.

Kunal Sonake

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Operations Analyst

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Secondary Education

Higher Secondary Education

Bachelor Of Management Studies

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Operations Analyst

Secondary Education

Higher Secondary Education

Bachelor Of Management Studies

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