MADHUGANDHA PEDNEKAR
Mumbai
Summary
Meticulous professional with expertise in financial management portfolio analysis and evaluates client assets and risk tolerance to inform strategies and increase revenue.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Revenue Assurance Manager
Aditya Birla Capital
Mumbai
05.2023 - Current
- Currently working as a Revenue Assurance Manager at the HNI Retention Desk/Renewal Desk.
- Being a revenue assurance manager for the ABSLI Ulip product, my expertise lies in optimizing wealth management strategies for our Ultra HNI investors. I will have knowledge of the products, funds, and investment options, with the expertise to provide assistance to achieve the financial goals.
- Successfully managed dual responsibilities by leading two distinct projects.
- HNI Retention Desk - engage with customers within the assigned portfolio and gauge their surrender intent. The engagement is personalized to a client and should result in a reduction in inflow from the touched base.
- HNI Renewal Desk (Salahkar HO and HOS) - Achieved renewal premium targets by maintaining daily follow-ups with customers and relationship managers, ensuring seamless premium collections, and fostering long-term customer loyalty.
- Cross-Functional Collaboration: Coordinated with sales, finance, and IT teams to streamline billing processes, and improve revenue collection timelines.
- Reporting & Analytics: Prepared detailed revenue assurance reports for senior management, highlighting trends, risks, and opportunities.
Deputy Manager (Role – Branch Relationship Manager)
KOTAK MAHINDRA BANK
Mumbai
04.2022 - 05.2023
- Worked as the Branch Relationship Manager at Mumbai Central, Tardeo in Mumbai
- Focusing on existing and potential clientele and managing key client relationships to cater to retail and business needs.
- managed a portfolio of more than Rs. 50 Cr.
- Responsible for managing and growing the P&L and increasing customer penetration by cross selling and up-selling financial products, conducting customer profiling, portfolio analysis and advising investments.
- Coordinated with other departments to ensure smooth functioning of activities.
Senior Corporate Agency Manager
HDFC LIFE
Mumbai
11.2020 - 03.2022
- Experienced as a Senior Corporate Agency Manager at HDFC Nariman Point Branch in Mumbai
- Key responsibilities include managing HNI and non HNI existing clientele, working as an Insurance Advisor, and managing non HNI and ultra HNI portfolio clients of RM’s and PB’s of the Branch.
Summer Internship
KIAZEN RETAIL FINANCIAL SERVICES
- Worked on Mutual Fund Simplified – an investor awareness initiative (BFSI)
- Gave demonstrations to customers on the benefits of investing in mutual funds through Kaizen Retail Financial Services
- Also wrote an Equity research report on Tube investment of India ltd.
Education
MMS – Finance -
Sasmira’s Institute of Management Studies and Research, Mumbai University
Bachelor of Banking & Insurance -
Vidyalankar School of Information Technology, Mumbai University
Skills
- Portfolio Analysis
- Equity Research
- Financial Modeling
- Financial Analysis
- Customer Profiling
- Investment Advisory
- Client Relationship Management
- Insurance Product
- Mutual Funds
- DCF Valuation Model
- MS Office
Certification
- IRDA certification– Certified Insurance Agent
- Certification in Financial Modeling: Build a complete DCF Valuation Model by Udemy
- The Complete Financial Analyst Course 2020 by Udemy
- National Service Scheme
- National Cadet Corps
Accomplishments
- Awarded as 2nd rank - Executive Trainee of the Month total business of the month 2021- 42.19718rs
- Certified as an Upsell Super Achiever of the HDFC Life Upsell Achiever contest
- Certification in SP activation bonanza by Cluster Head of HDFC Bank – Fort Branch
- Qualified as a FTR (First Time Right) Queen by converting life policy with regular premium of 5L
- Close business of total 3cr regular premium by 15 NOP in a fy 21-22
Internship
KIAZEN RETAIL FINANCIAL SERVICES, 05/2019 - 06/2019, Worked on Mutual Fund Simplified – an investor awareness initiative (BFSI) Giving the demonstration to customers on “Benefits of investing in mutual fund through Kaizen Retail Financial Services Getting the feedback of the customer post demo Wrote Equity research report on Tube investment of India ltd.
Dancer
Certified as a semi-classical dancer by Damodar Dance Academy
Art
Drawing Mandala
Languages
Marathi,English,Hindi
Timeline
Revenue Assurance Manager
Aditya Birla Capital
05.2023 - Current
Deputy Manager (Role – Branch Relationship Manager)
KOTAK MAHINDRA BANK
04.2022 - 05.2023
Senior Corporate Agency Manager
HDFC LIFE
11.2020 - 03.2022
Summer Internship
KIAZEN RETAIL FINANCIAL SERVICES
MMS – Finance -
Sasmira’s Institute of Management Studies and Research, Mumbai University
Bachelor of Banking & Insurance -
Vidyalankar School of Information Technology, Mumbai University
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