Nishil Kumble
Vadodara
Summary
Dynamic Key Relationship Manager with ICICI Prudential Life Insurance, adept at client acquisition and relationship management. Proven track record in managing a 10 Crore AUM portfolio, delivering tailored financial solutions, and fostering trust with diverse clientele. Exceptional communication and leadership skills drive sustained business growth and client satisfaction.
Overview
9
9
years of professional experience
Work History
Key Relationship Manager
ICICI Prudential Life Insurance
05.2025 - Current
- Responsible for managing the wealth and investment portfolios of clients by aligning financial products with their individual goals and risk appetites.
- Act as a trusted advisor and bridge between clients and the organization, ensuring transparency, trust, and long-term relationship management.
- Currently managing an Assets Under Management (AUM) portfolio of 10 Crores.
- Client base includes both NRI and Indian residents, middle-class families, and HNI (High Net-Worth Individuals).
- Built expertise in handling both Resident Indian and Non-Resident Indian (NRI) clients.
- Provided tailored insurance and investment product recommendations based on individual customer profiles.
- Focused on long-term relationship building and trust with clients.
- Contributed to the company's business growth through client acquisition, retention, and upselling/cross-selling.
Senior Financial Services Manager
ICICI Prudential Life Insurance
05.2020 - 04.2024
- Worked effectively in fast-paced environments.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Worked well in a team setting, providing support and guidance.
Financial Services Consultant
ICICI Prudential Life Insurance
04.2016 - 04.2020
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Participated in regular training sessions, keeping up-to-date with market trends.
- Developed strong interpersonal communication and consultative selling abilities.
Education
Bachelors of commerce - Accounting And Financial Management
The Maharaja Sayajirao University of Baroda
Vadodara, India04-2016
HSC
Basil High School
Vadodara, India03-2013
SSC
Basil High School
Vadodara, India03-2011
Skills
- Teamwork
- Time Management
- Client acquisition
- Problem-solving
- Leadership
- Problem-solving abilities
- Excellent communication
- Relationship building and management
- CRM software proficiency
- Client relationship management
Personal Information
Timeline
Key Relationship Manager
ICICI Prudential Life Insurance
05.2025 - Current
Senior Financial Services Manager
ICICI Prudential Life Insurance
05.2020 - 04.2024
Financial Services Consultant
ICICI Prudential Life Insurance
04.2016 - 04.2020
Bachelors of commerce - Accounting And Financial Management
The Maharaja Sayajirao University of Baroda
HSC
Basil High School
SSC
Basil High School
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