Prasad Shinde
Thane
Summary
Energetic and performance driven insurance professional with 5 years of experience. Skilled in conducting thorough needs assessments to recommend optimal coverage options and enhance financial security for clients. Organized and adaptable with excellent planning and problem solving abilities. Well-educated in lead generation and relationship management with key clients.
Overview
5
5
years of post-secondary education
5
5
years of professional experience
Work History
Business Development Manager
SBI Life Insurance Co. Ltd
08.2024 - Current
- Managing 3 SBI Bank branches - New Panvel, New Panvel East and Vichumbe.
- Collaborating with branch managers, Regional Heads to drive business growth and revenue generation.
- Generating leads through walk-in customers and by calling FD Maturity, PF maturity, HNI customers.
- Self closure by taping walk-in customers.
- Conducting regular branch visits and coordinating with Branch managers to identify sales opportunities to generate lead's and improve conversions.
- Driving Traditional investments to generate higher revenue.
- Maintained a database of existing customers and prospective leads.
Executive Key Relationship Manager
ICICI Prudential Life Insurance
10.2021 - 07.2024
- Partnered with IndusInd Bank to enhance insurance business growth within the Priority Banking segment.
- Managed 2 IndusInd branches, leading a team of 4 Relationship Managers and a Branch Manager.
- Collaborated with banking teams to acquire new clients and provide customized insurance solutions based on customer financial needs.
- Built and maintained strong relationships with new and existing customers by delivering professional financial and insurance advisory services.
- Generated high-quality leads from branch walk-in customers and collaborative meetings with Relationship Managers.
- Coordinated effectively between IndusInd Bank and the ICICI Prudential team to ensure seamless customer experience and business operations.
Education
Post Graduation - Banking and Finance
Guru Nanak Institute Of Management Studies
Mumbai, India 06.2019 - 05.2021
B.com - Accounting And Finance
JVM's Mehta College
Navi Mumbai, India 07.2016 - 05.2019
Skills
- Client relationship management
- Sales presentation creation
- Sales training facilitation
- Lead generation techniques
- Closing talent
Certifications
- NISM VA - Mutual Fund distributors
- NISM VII - Securities operations and risk management
- Tally ERP.9
Achievements
- The Finisher’s (Ipru)
- Consecutive 2 promotions(Ipru)
- MMR Ke Ustad(SBI Life)
- Topper in Par Budget 503% achievement(SBI Life)
- Banca allrounder Q4 contest(SBI Life)
- YTD 140% Target achievement(SBI Life)
Language
- English
- Hindi
- Marathi
Timeline
Business Development Manager
SBI Life Insurance Co. Ltd
08.2024 - Current
Executive Key Relationship Manager
ICICI Prudential Life Insurance
10.2021 - 07.2024
Post Graduation - Banking and Finance
Guru Nanak Institute Of Management Studies
06.2019 - 05.2021
B.com - Accounting And Finance
JVM's Mehta College
07.2016 - 05.2019