Prathamesh Prakash Rewale
Mumbai
Summary
Strategic in financial management, thrive on maximizing productivity and efficiency in task completion. Skilled in budgeting, risk assessment, and strategic planning. Excel at communication, problem-solving, and leadership, ensuring seamless operations and team synergy.
Skilled professional inspired and motivated to help customers build financial independence.
Customer-focused individual with a passion for delivering exceptional service. Strong interpersonal skills with a talent for effectively addressing concerns. Committed to improving customer satisfaction and driving positive outcomes.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Financial Services Manager
ICICI Prudential Life Insurance Co.Ltd
Mumbai
03.2022 - Current
- Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Built strong relationships with internal stakeholders at all levels of the organization.
- Sold consumer and small business banking products and services.
- Ensured timely filing of quarterly and annual tax returns as per legal requirements.
- Oversaw operations of finance department, set goals and objectives and designed framework for these to be met.
- Protected customer information and business records.
- Assisted customers with opening checking and savings accounts and applying for credit cards and loans.
- Created financial models to evaluate potential business opportunities or investments.
- Coordinated with other departments to resolve any discrepancies in data entry.
- Developed relationships with external auditors, bankers, investors, creditors.
- Identified areas of improvement in accounting practices, procedures, policies.
- Conducted risk assessment for various investments and advised senior management on optimal investment decisions.
- Managed relationships with tax authorities, bankers and auditors.
- Communicated effectively and confidently with clients regarding financial activities.
- Identified solutions for clients based on financial goals and needs.
- Provided guidance to junior staff in financial forecasting techniques.
- Analyzed costs, pricing, variable contributions, sales results and company's actual performance compared to business plans.
- Set daily, monthly, quarterly and annual sales goals.
- Managed financial operations of multiple departments within the organization.
- Completed day-to-day duties accurately and efficiently.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
Branch Relationship Executive
SBI cards
Mumbai
01.2022 - 03.2022
- Prospected and partnered with interested parties to develop investment plans and served as financial management advisor.
- Monitored financial market trends to provide timely and relevant financial advice to clients.
- Developed excellent rapport with custom builders to expand opportunities for growth.
- Conducted market research to determine potential business opportunities in the local area.
- Developed and maintained a portfolio of high-value clients, achieving high levels of client satisfaction and retention.
- Built positive and productive customer connections to drive consistent sales.
- Developed and maintained relationships with customers by providing excellent service and support.
- Maintained accurate records of all client information including contact details, account activity, transaction history.
- Ensured that all customer complaints were dealt with promptly and efficiently.
- Facilitated account openings, including checking, savings, and investment accounts, adhering to compliance standards.
Banquet Coordinator
Kohinoor Group and Companies
Mumbai
07.2018 - 12.2021
- Promoted safe working conditions by monitoring safety procedures and equipment.
- Managed a team of banquet servers, assigning tasks and monitoring performance for quality service.
- Explained goals and expectations required of trainees.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Coordinated banquet events and activities, including booking venues, scheduling staff, and creating menus.
- Ensured all banquet staff adhered to uniform and grooming standards.
- Handled client inquiries and resolved issues promptly to maintain high levels of satisfaction.
- Reviewed feedback from guests regarding their experiences at banquets; incorporated suggestions into future plans.
- Resolved any issues that arose during the course of an event in a timely manner; liaised with relevant parties to find solutions.
- Trained new banquet staff on service standards, procedures, and company policies.
- Prepared reports summarizing finances associated with each event; tracked expenditures against budget allocations.
- Coordinated with sales and catering teams to understand event requirements and client needs.
F&B Associate
Nazri Resort
Goa
04.2016 - 09.2016
- Maintained high standards of customer service during peak hours.
- Operated cash registers to handle both cash and card transactions, providing customers with appropriate change and receipts.
- Welcomed and thanked guests to demonstrate appreciation for patronage.
- Attended weekly team meetings to discuss upcoming events or promotions.
- Greeted and seated customers in a timely and friendly manner.
- Participated in regular training sessions on new procedures or safety regulations.
- Provided customers with information about menu items and specials.
Education
Bachelor of Science in Hospitality Studies - Hospitality Management
Navnirman College Ollege Ratnagiri
Ratnagiri 03-2015
Skills
- Financial analysis
- Financial modeling
- Data entry accuracy
- Customer relationship management
- Sales goal setting
- Investment planning
- Team leadership
- Effective communication
- Relationship building
- Investment management
- Team collaboration
- Time management
- Planning and coordination
- Self motivation
Languages
English
First Language
English
Beginner (A1)
A1
Hindi
Beginner (A1)
A1
Marathi
Beginner (A1)
A1
Certification
- Industrial Training Certificate
Affiliations
- Training Session
Timeline
Senior Financial Services Manager
ICICI Prudential Life Insurance Co.Ltd
03.2022 - Current
Branch Relationship Executive
SBI cards
01.2022 - 03.2022
Banquet Coordinator
Kohinoor Group and Companies
07.2018 - 12.2021
F&B Associate
Nazri Resort
04.2016 - 09.2016
Bachelor of Science in Hospitality Studies - Hospitality Management
Navnirman College Ollege Ratnagiri