Pooja Soni
Chartered Accountant
Indore,MP
Summary
Dynamic and enthusiastic professional poised to excel in fast-paced business environments. Committed to overcoming daily challenges by effectively merging theoretical knowledge with hands-on experience. Focused on making impactful contributions to organizations of all sizes while actively pursuing opportunities for skill enhancement and professional development. Driven by a passion for continuous learning and adaptability, prepared to thrive in an ever-evolving workplace.
Overview
12
12
years of professional experience
5
5
Certificates
1
1
Language
Work History
Zonal Credit Manager
ICICI Bank Ltd.
10.2013 - Current
- Guidance to the Sales Team on policy coverage and exclusions.
- Prepare pricing and negotiation strategies with management consultation.
- Analysis of statistics and customer data to determine the level of customer service, and handling legal and customer relationship escalations.
- Modification of policy terms and conditions when the risk is substandard, to limit company obligation, and specifies applicable endorsements.
- Maintain constant communication with all parties involved throughout the entire process.
- Keeping detailed records of policies underwritten, and decisions made.
- Team management: recruiting, mentoring, training, and development of the field functionaries to ensure operational efficiency. Creating and sustaining a dynamic environment that fosters development opportunities and motivates high performance among the team members.
- Self-motivated, with a strong sense of personal responsibility.
- Excellent communication skills, both verbal and written.
- Proven ability to learn quickly and adapt to new situations.
- Skilled at working independently and collaboratively in a team environment.
- Worked well in a team setting, providing support and guidance.
- Passionate about learning and committed to continual improvement.
- Managed time efficiently in order to complete all tasks within deadlines.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Organized and detail-oriented with a strong work ethic.
- Learned and adapted quickly to new technology and software applications.
- Proved successful working within tight deadlines and a fast-paced environment.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
- Participated in team projects, demonstrating an ability to work collaboratively and effectively.
- Strengthened communication skills through regular interactions with others.
Education
Chartered Accountant, M. Com - Chartered Accountant
The Institute of Chartered Accountants of India
01.2026
Skills
Financial credit assessment
Certification
10/2013-Present
Timeline
Zonal Credit Manager
ICICI Bank Ltd.
10.2013 - Current
Chartered Accountant, M. Com - Chartered Accountant
The Institute of Chartered Accountants of India
LANGUAGES
Hindi and English
ORGANIZATIONS
- 10/2013-Present
- ICICI bank Ltd.
- Zonal credit manager
References
Ashish, Shrivastava, Deputy Vice president, ASHISHA.SHRIVASTAVA@indusindinsurance.com, 9669555021, Reliance General Insurance
ORGANIZATIONS
- 10/2013-Present
- ICICI bank Ltd.
- Zonal credit manager