Nitin Krishnath Pukale. DOB- 12-07-83

Currently managing a comprehensive product portfolio, with a key focus on wealth products and insurance. Driving business growth through strategic relationships managed by Pioneer Relationship Managers.currently involved in all the Banking product .

• As Regional Head TPD Managing Branch banking and Affluent channel MMR 2. Driving business through the zonal head and regional head branch banking, product covered Life insurance, Mutual fund, General insurance. AIF and YSL securities Monthly planning with regional head and zonal head with the daily basis properly way execution. MIS sharing on daily basis, contest launch and update. RNR planned. Especially targeted on week basis Milestone review branch activation and SP activation, on micro level work on Affluent portfolio and focusing on HNI and Super HNI client.

• Dedicated to managing a 500-crore portfolio, our primary focus is on Super HNI clients, where we prioritize generating new business (NTB). Our key objectives include:
• Growth in Fixed Deposits (FD): Consistently achieving significant monthly growth, aiming for a 20% increase in month-end outstanding portfolio (EOP).
• AIF Sourcing: Actively sourcing Alternative Investment Funds (AIF) for HNI clients, ensuring tailored investment solutions to meet their unique needs.
• Insurance Solutions: Facilitating large-ticket size Life Insurance (LI) and Group Medical Cover (GMC) policies, enhancing overall client wealth management.
• Performance Targets: Month-on-month, we consistently meet the Month-to-Date (MTD) targets, driving performance and client satisfaction.

• Supervising a team of 20 members for managing Branch Sales and Operations Engaged in setting.
• Achieving branch sales targets in Insurance Products, and also take care of GLSS product Financial year 18-19 was top in Pan India to achieved highest Regular premium. honored by company MD& CEO Vignesh Shane.
• Take caring of Mumbai zone Federal Bank were covered Two region and managing of Team size 40 IRMs. roles is that to maintain relationship with the GM and CGM
• Through them drive the business and every week four login day drive. Focusing on LMS activity so that on daily basis to lead has to generate and that lead to conversion.
• Ramping up Life Insurance business by regional level and qualifying for all promotional events for every year Organized promotions such as HNI & NRI Meets and Utsavs for NRI customers to ensure maximum lead generate and that lead to conversion. Financial year 18-19 topped in Pan India with premium total contribution 16crore . with the highest

• Managing 2 Regions of SBI Bank (Raigad and Navi Mumbai)
• Provided Training to SBI Bank staff at regional & zone level force and achieving business target of Zones.
• Organized customer relationship program fortnightly for all SBI branches as well as conducted rigorous follow-ups with RACPC for disbursement of Loans.
• Arranged regular meetings with SBI Bank Officers for developing strategies for the improving sales process for mortgage redemption plans for Home, Educations & Personal loans.
• Conducted reward-recognition programs for CIF's, BMs and controllers of region & zones. Qualified for foreign trip to Dubai for achieving highest absolute business in FY 2012-13

• Generating revenues & increasing market share through Bank of India
• Training to Bank of India staff at Branch level.
• Maintaining & updating of MIS reports with the stake holders.
• Actively participating to Sales and Services activities on daily basis.
• Recognized as No.1 Manager in PAN India throughout the year for selling life insurance policies supervised a team of
• 20 staff members of Bank of India Ghatkopar -cluster branch and generated revenue of worth 1 crore by sourcing life insurance products.
• Awarded: Performance Excellence Awards at Dubai HOS (Head of Sales Forum).