Pradeep Kathane
Nagpur
Summary
3+ years of experience in diverse domains viz. Banking, Mortgage, Mutual Fund, Insurance & Quality Assurance Expertise in Retail Banking & Administration, and other spectrum of activities including Compliance Management, Payments/Settlement Management, Collections, Mortgage Loans and so on Proficient at maintaining cordial relationships with customers, ensuring quality and service norms to achieve customer satisfaction and business retention
Overview
6
6
years of professional experience
Work History
Business Development Manager
Edelweiss Life Insurance
Nagpur, Maharashtra
02.2025 - Current
- Generated new business with marketing initiatives and strategic plans.
- Reached out to potential customers via telephone, email, and in-person inquiries.
- Negotiated and closed long-term agreements with new clients in assigned territory.
- Increased client base by identifying new business opportunities and cultivating strong relationships with key decision makers.
Sr. Financial Services Manager
ICICI Prudential Life Insurance
India
09.2022 - 03.2024
- Liaise with bank’s branch staff and build effective relationships to maximize the business opportunity
- Join IDFC Bank Banca Channel when channel was growing we build relationships and grow the channel business significantly.
- Provide training to the bank branch staff to equip them to sell insurance products to customers and assist them in revenue generation
- Provide guidance to the bank's branch staff in servicing existing customers, solve their queries and concerns and ensure the quality of business is maintained consistently
- Enable business procured through bank's branch staff is aligned to business quality metrics
- Exercise due diligence to prevent unauthorized/ fraudulent transactions.
Assistant Administration Manager
IRISSTAR Technologies LLC
India
12.2021 - 05.2022
- Schedules meetings based on staff and room availability
- Assists administrators and executives with duties on an as-needed basis
- Answers phone calls and email messages promptly and notifies staff members of important information
- Screens incoming email and sorts it into categorized folders
- Verifies invoices and orders to reduce errors.
Assistant Manager
ICICI Bank Ltd
India
04.2021 - 11.2021
- Strategic involvement in end to end processing of new Gold Loan accounts, closure & renewal processes
- Diligent in performing the conversion of leads provided by other branch staff, tapping walk in customers of the branch for gold loan business, and driving other branch staff members
- Responsible for maintaining health of gold loan portfolio, ensuring audit & compliance requirements are met efficiently
- Successful in cross selling of various other bank products.
Accountant
Konark Credit Co-Operative Society
India
08.2019 - 03.2021
- Creating Composite Voucher
- Advising on how to reduce costs and increase profits
- Monitoring spending and budgets
- Preparing reports
- Documents financial transactions by entering account information.
Education
Master in Business Administration in Finance & Marketing - undefined
Central Institute of Business Management Research and Development
IndiaBachelors of Commerce - undefined
Rashtrasant Tukadoji Maharaj Nagpur University
IndiaSkills
Operations Management, Administration management, Lead Conversion, Product Cross Selling, Data Handling, Time management and Team management
Internship
Stock Holding Corporation India Ltd, Marketing Intern, India, 05/2019, 07/2019, Developed and increased the market share for SHCIL Nagpur in equity and mutual fund segment, Managed the account and handled all the financial data of the organization efficiently, Project Handled: A study on tax planning measures adopted by the salaried class, Identified the extent of knowledge of tax planning and tax filing options, analyzed about investment opportunities, examined various alternatives to minimize tax liability investment schemes, Ascertained the relationship between the financial advisor and the employee’s formulation of tax planning
Languages
Hindi
Advanced (C1)
English
Advanced (C1)
Marathi
Advanced (C1)
Timeline
Business Development Manager
Edelweiss Life Insurance
02.2025 - Current
Sr. Financial Services Manager
ICICI Prudential Life Insurance
09.2022 - 03.2024
Assistant Administration Manager
IRISSTAR Technologies LLC
12.2021 - 05.2022
Assistant Manager
ICICI Bank Ltd
04.2021 - 11.2021
Accountant
Konark Credit Co-Operative Society
08.2019 - 03.2021
Master in Business Administration in Finance & Marketing - undefined
Central Institute of Business Management Research and Development
Bachelors of Commerce - undefined
Rashtrasant Tukadoji Maharaj Nagpur University
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