NILESH SHITOLE
PUNE
Summary
Results-oriented professional with strong skills in sales strategies and customer relationship management. Adept at conducting needs analyses and ensuring compliance, aiming to elevate organizational efficiency and customer satisfaction.
Focus on branch banking , day to day work in branch operation ,branch sales as well as achieving sales numbers like casa numbers ,FD RD numbers,LI GI INSURANCES and profitability of the branch.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Dy Manager Banca channel Team Headling
MANIPAL CIGNA HEALTH INSURANCES CO LTD
PUNE
12.2023 - Current
- Provided training and guidance to bank staff on bancassurance products, processes and procedures.
- Conducted customer needs analysis and recommended suitable insurance policies to meet their needs.
- Ensured compliance with regulatory guidelines while selling insurance policies.
Sr.Reletionship Manager
AVIVA LIFE INSURANCES CO LTD
PUNE
08.2021 - 12.2023
- Provided training and guidance to bank staff on bancassurance products, processes and procedures.
- Conducted customer needs analysis and recommended suitable insurance policies to meet their needs.
- Assisted in developing internal control systems for efficient operation of the organization.
Asst.Manager
YES BANK LTD
PUNE
09.2019 - 11.2020
- Reviewed reports from sales teams on product performance metrics.
- Conducted regular performance reviews with team members to monitor progress towards goals.
- Performed cash handling duties including counting currency, coins and checks.
- Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
Sr. Reletionship officer
INDUSIND BANK LTD
PUNE
06.2015 - 04.2016
- Attended staff meetings regularly to stay informed about changes in policy or procedure.
- Greeted customers, identified customer needs and provided appropriate banking services.
- Developed relationships with local businesses to increase branch visibility within the community.
- Conducted financial reviews for existing customers to identify additional products or services that could benefit them.
Officer CASA account
ICICI BANK PVT LTD
PUNE
08.2012 - 05.2015
- Greeted customers, identified customer needs and provided appropriate banking services.
- Assisted customers with opening new accounts, processing deposits and withdrawals, cashing checks and making loan payments.
- Developed relationships with local businesses to increase branch visibility within the community.
- Analyzed customer credit reports to determine eligibility for loans or mortgages.
- Verified customer identification documents in compliance with Bank Secrecy Act regulations.
Education
Associate of Arts - MASTER IN ARTS ( ENGLISH SPECIAL)
HUTATMA RAJGURU COLLAGE
Rajgurunager PUNE MH 41050507-2012
Skills
- Sales strategies
- Bancassurance expertise
- Customer relationship management
- Financial analysis
- CASA sales & services
- Teller
- Loan processing
- Branch operations
Languages
Marathi
Native
Native
Hindi
Proficient (C2)
C2
English
Proficient (C2)
C2
Certification
IRDA certified with YES bank for insurances
Accomplishments
GOT promotion in Aviva LIFE INSURANCES in first year
Timeline
Dy Manager Banca channel Team Headling
MANIPAL CIGNA HEALTH INSURANCES CO LTD
12.2023 - Current
Sr.Reletionship Manager
AVIVA LIFE INSURANCES CO LTD
08.2021 - 12.2023
Asst.Manager
YES BANK LTD
09.2019 - 11.2020
Sr. Reletionship officer
INDUSIND BANK LTD
06.2015 - 04.2016
Officer CASA account
ICICI BANK PVT LTD
08.2012 - 05.2015
Associate of Arts - MASTER IN ARTS ( ENGLISH SPECIAL)
HUTATMA RAJGURU COLLAGE