My hobbies include playing cricket and football, and listening to music
Pradeep Kumar
Senior Financial Advisor (Investment Advisor Representative)
Summary
Driven [ Senior Financial Advisor ] offering [ 10 ]-year track record working with financial products. Handles diverse range of financial needs, retirement planning, and insurance advisement. Decisive planner and problem-solver with understanding of marketing and sales strategies. Highly motivated Senior Financial Advisor with career spent turning prospective leads into lucrative clients. Poised, sharp and possessing extensive strategy and client engagement experience. Proven history of accuracy and great client service.
Overview
17
17
years of professional experience
7
7
Certifications
3
3
Languages
Work History
Senior Financial Advisor
ICICI Prudential Life Insurance Company Limited · Full-time
06.2017 - Current
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Helped clients plan for and fund retirements using life insurance schemes and other options to manage, customize, and diversify portfolio.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Crafted suitable financial strategy for each client based upon his or her needs and future goals.
- Facilitated new client onboarding process and investment account setup.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Senior Relationship Manager
Innopark (India) Pvt.ltd
12.2016 - 06.2017
- Chat Hosting & Customer Support.
- Learning about organizations products or services and keeping up to date with changes, to ensure members don't miss out on promotional offers and events.
- Head and shoulders above the competition in customer service. Excess customer expectations and to create devoted customers.
- Requested customer feedback to drive client satisfaction and retention while quickly remedying issues.
- Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
Relationship Manager
NEXA- New Exclusive Automotive Experience
06.2014 - 02.2016
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Handling customers in Showroom, Car demonstration and deal initialization,
Building good relationship with customers, organizing and participating in Events. - Has a Smartphone application that tracks service history, emergency support, accessory purchase, Event updates, and booking, and can manage service requests.
Process Lead- Customer Service & Operations
ICICI Prudential Life Insurance
06.2007 - 02.2014
- Understanding the needs of customers and offering them superior products and service. Leveraging technology to service customers quickly, efficiently and conveniently developing and implementing superior risk management and investment strategies to offer sustainable and stable returns to our policyholders, providing an enabling environment for faster growth and learning.
- Special initiations and contributions like Customer Retention and Service to Sales were undertaken by the Team.
- Observed safety practices and upheld standards.
- Scheduled appropriate number of employees to complete production line tasks.
- Supervised processes to eliminate weak points or bottlenecks in business operations.
- Reported on findings and made proactive and targeted recommendation to senior leaders.
Education
Bachelor of Commerce -
Methodist Degree College
Hyderabad, India 04.2001 -
Senior Secondary Education -
St. Stephen's College
Hyderabad, India 04.2001 -
Secondary School Certificate -
Roch Memorial High School
Hyderabad, India 04.2001 -
Skills
Analytical Skills
Accomplishments
- Achieved ‘MDRT CERTIFICATE' Million Dollar Round Table for the FY 2017-2018 for the Premier Association of Financial Professionals, is a global independent organization of over 42,000 leading life insurance and financial sectors. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct, and outstanding client service.
- Received ‘Star Club Award' for the FY 2017-2018 for superior customer service & sale, I was recognized and awarded with “Best Customer Orientation in Life Insurance”] through effectively helping with.
Certification
Received ‘MERIT CERTIFICATES' from Learning and Development Team for active participation in the contests held at the State and Zonal levels.
Interests
Timeline
Mr. Jatan Shah, a Microsoft Certified Trainer and the cofounder & CEO of Skill Nation, led a workshop on CHATGPT & AI with MS Office.
09-2023
Mr. Jatan Shah, a Microsoft Certified Trainer and the cofounder & CEO of Skill Nation, led a workshop on Business Intelligence using power of BUSINESS INTELLIGENCE
09-2023
Senior Financial Advisor
ICICI Prudential Life Insurance Company Limited · Full-time
06.2017 - Current
Senior Relationship Manager
Innopark (India) Pvt.ltd
12.2016 - 06.2017
Relationship Manager
NEXA- New Exclusive Automotive Experience
06.2014 - 02.2016
Received 'Best Employee of the Branch' for the FY 2011-2012 for outstanding performance.
01-2011
Received ‘Champion of the Year' for the FY 2010-2011 for active participation In retaining customers and doing Service to Sales.
01-2010
EXCELLENCY CERTIFICATE' was awarded to the team for its outstanding performance in a Zonal contest held for Service and New Business Sigma's for OND.
01-2009
Received ‘Best Employee' for the FY 2008-2009 from Rendezvous for active participation In retaining customers and doing Service to Sales.
01-2009
Process Lead- Customer Service & Operations
ICICI Prudential Life Insurance
06.2007 - 02.2014
Received ‘MERIT CERTIFICATES' from Learning and Development Team for active participation in the contests held at the State and Zonal levels.
01-2007
Bachelor of Commerce -
Methodist Degree College
04.2001 -
Senior Secondary Education -
St. Stephen's College
04.2001 -
Secondary School Certificate -
Roch Memorial High School
04.2001 -
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