POOJA PATIL
Mira Road,MH
Summary
A highly dedicated and experienced individual with over 3 years of experience as financial services consultant qualified in research and customer service.
Seeking a position in the field offinance in an esteemed organization that would help me expand my knowledge of the domain and put my financial reporting and planning skills to good use.
Collaborative leader partners with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Overview
7
7
years of professional experience
3
3
Certifications
3
3
Languages
Work History
BANCASSURANCE MANAGER
HDFC Life Insurance
08.2024 - Current
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maximized performance by monitoring daily activities and mentoring team members.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Improved marketing to attract new customers and promote business.
- Building relationships: Build strong relationships with the sales teams of channel partners, such as banks and NBFCs.
- Meeting customers: Meet potential customers with channel sales teams to sell insurance solutions.
- Achieving targets: Meet sales targets as per channel strategy.
- Providing support: Provide pre and post sales support, such as claim settlement.
- Ensuring quality: Ensure the quality of business and persistence, such as premium renewals.
- Using digital platforms: Enable the channel sales team to use the latest digital platforms.
- Converting leads: Convert leads based on the customer.
- Making joint calls: Make joint calls with bank employees.
- Giving leads: Give leads to the company.
- Engaging partners: Engage channel partners.
- Striving for customer satisfaction: Strive for customer satisfaction.
SENIOR WEALTH MANAGER
ADITYA BIRLA SUN LIFE INSURANCE, PUNE
06.2023 - Current
- Client Relationship Management: Building and maintaining strong relationships with HNI and NPS clients to understand their financial goals and needs.
- Wealth Planning: Developing comprehensive wealth management plans tailored to each client's individual financial situation and objectives such as pension planning, retirement and wealth creation.
- Investment Advisory: Providing expert advice on investment strategies, asset allocation, retirement planning and financial products to help clients achieve their financial goals. Portfolio Management managing and monitoring client investment portfolios.
- Tax Planning: Assisting clients with tax planning and strategies to minimize tax liabilities. Estate Planning: Collaborating with clients to create estate plans, including wills and trusts, to ensure the smooth transfer of wealth to heirs.
FINANCIAL SERVICES CONSULTANT
ICICI PRUDENTIAL LIFE INSURANCE, PUNE
08.2021 - 06.2023
- Relationship Management with Business Partners over NPS leads and insurance business.
- Training for B2B partners in accordance with product and process. Responsible for actively participating in business development strategies.
- Analyzing product space in customer's portfolio
- Analyzing business requirements and putting them into action
- Handling escalations and grievance
- Lead Generation, customer acquisition
- Meeting and interacting with customers on a regular basis to achieve set targets.
- Handling queries of business partners and customers about products and processes.
- Provide outstanding customer service both before and after the sale
- Provide support for maintaining data on business status as related to YOY Growth and target achievements for the partner.
- Responsible for maintaining monthly sales reports as well as daily lead/funnel reports for the partner.
BUSINESS DEVELOPMENT OFFICER
EQUITAS SMALL FINANCE BANK, NASHIK
01.2021 - 04.2021
- Handle sales and coordinate transition and delivery of their products and services.
- Assisting internal teams to develop new sales and marketing strategies.
- Track the results of and collect feedback of new business pursuits.
- Ensure outstanding customer service through regular client follow-up.
- Reviewed new prospect KYC documents for account opening process.
DIGITAL MARKETING INTERN
OSUMARE MARKETING SOLUTIONS, PUNE
04.2019 - 07.2019
- Handling digital marketing services for company clients.
- Planning digital marketing campaigns, including web, SEO/SEM, Email, social media and display advertising.
- Maintaining our social media presence through all digital channels.
- Acquired new clients for the firm.
Education
PGDM - Marketing and Entrepreneurship
INDUS Business School
Pune03.2020
Bachelor Of Commerce - Banking and Finance
CMCS College
Nashik10.2017
Skills
Customer Service
Certification
The Complete Financial Analyst Course at Udemy
Accomplishments
- Awarded Trophy for 21st ICICI Prudential Drive 2022
- Discipline Coordinator at Indus Business School, Pune for Batch 2018-2020
- Letter of Recommendation from Osumare Marketing Solutions
- A- Certificate Awardee in E-Commerce course by CMCS College, Nashik
Additional Information
ACCOMPALISHMENTS
- Awarded Trophy for 21st ICICI Prudential Drive2022
- Discipline Coordinator at Indus Business School, Pune for Batch 2018-2020
- Letter of Recommendation from Osumare Marketing Solutions
- A- Certificate Awardee in E- Commerce course by CMCS College, Nashik
- The Complete Financial Analyst Course at Udemy
- E- Commerce course at CMCS College
- Anti- Money Laundering Concepts: AML, KYC and Compliance Course on Udemy
DECLARATION
I declare that all the given information is true to the best of my knowledge and belief.
Timeline
BANCASSURANCE MANAGER
HDFC Life Insurance
08.2024 - Current
SENIOR WEALTH MANAGER
ADITYA BIRLA SUN LIFE INSURANCE, PUNE
06.2023 - Current
FINANCIAL SERVICES CONSULTANT
ICICI PRUDENTIAL LIFE INSURANCE, PUNE
08.2021 - 06.2023
BUSINESS DEVELOPMENT OFFICER
EQUITAS SMALL FINANCE BANK, NASHIK
01.2021 - 04.2021
DIGITAL MARKETING INTERN
OSUMARE MARKETING SOLUTIONS, PUNE
04.2019 - 07.2019
Bachelor Of Commerce - Banking and Finance
CMCS College
PGDM - Marketing and Entrepreneurship
INDUS Business School