Praveen Jawalkar
General Insurance Sales
Mumbai
Summary
Have wide knowledge of General insurance with 16+ years of experience in retail and SME. Heading Branch banking SME and Retail Vertical. Leading Banca team of Karnataka Emerging Market .guiding them to achieve the given target. Motivation and encouragement and build team work atmosphere for growth of individual and organization growth.
Overview
24
24
years of professional experience
3
3
Languages
Work History
Unit Sales Manager ( Banca – Channel)
ICICI LOMBARD GIC LTD
12.2021 - Current
- Channel Management -(ICICI Bank)
- Channel sales through Channel partners.
- Understanding needs of different Channel Partners and giving them suitable solutions.
- Meeting Channel Partners and explaining them the benefits for selling product and absorbing them into our sales channels.
- Monitoring Channel sales and marketing activities, implementing effective strategies to maximize sales and accomplish revenue and collection strategies.
- Handling customer retention portfolio for Channel partners.
- Training the Channel Partners on the product, company policy and rules, ensuring seamless delivery of quality services.
- Training on the strategy of selling for Channel Partners.
- Managing (ROK) with 4 repotees
- Business Development
- Initiating and developing relationships with key decision makers of Channel Partners.
- Identifying and Networking with Channel Partners for achieving profitability and increased sales growth.
- Keep regular check on the servicing of all the Channel Partners so that they feel delighted.
- Analysing market trends and tracking competitor’s activities and providing valuable inputs for product enhancement and fine tuning sales and marketing strategies.
- Launching Contest Locally to Promote GI business.
- Regular Visit to RO and RH of all channels
- Identifying inactive branches and Rm’s and publish report relgular basis and help them to get activate.
- HNI client joint visit with RH
- Product Refreshment Training every month
- Focus on Activation of Branch and Staff
- Monthly Reward and recognition for achievers
- Regular update on business development to Channel partners
- Closely Work with Business Lending Group and Auto loan for Attachment of GI product with each disbursement
- HANDELLING:- Rest of Karnataka (except Bangalore)
- Team strength - 5 reportees
Branch Service Manager
ICICI LOMBARD GIC LTD
08.2008 - Current
- Bank Reconciliation
- Motor TAT Reconciliation
- Non Motor TAT reconciliation
- Verification of all Motor & Non Motor Files ( QC) daily
- Office Administration
- Query Management.
- Vendor Payment
- Monthly MIS (consolidate)
- M2p & excess balance Recon
- Customer query handling
- Compliance query handling
- Co-ordination with internal as well External customer for better service.
- Recon for timely dispatch of all Files for all branches monthly basis.
- Petty cash Reconciliation.
- Cross selling of non motor insurance product
- Non motor Quality check & also verify the deviations before processing.
- Motor underwriting to be cross verify any deviations before processing.
Branch Accountant
BAJAJ ALLIANZ GENERAL INSURANCE CO LTD
12.2005 - 12.2008
- Bank reconciliation
- Commission Analysis
- Agent Float Analysis
- Motor FE Analysis
- Cheques in Transit Reconciliation
- Cheques on Hand Reconciliation
- Analysis of PCA
- MISC Payable Reconciliation
- OSC payable Reconciliation
- Profession Tax payable reconciliation.
- Premium Cash Reconciliation
- Petty cash reconciliation
- Other Accounts Activity
- Commission Upload
- Payouts
- CWIP Analysis.
- Employee Advance Analysis.
- Expenses verification & Upload
- Analysis of Customer Balances
- All other Major Accounts Related activities
- Preparation of Monthly MIS
- Handelled -North Karnataka Locations
Accounts Officer
Videocon International Ltd.
12.2003 - 11.2005
- All india accounting of Color Picture Tubes (CPT).
- Bill Processing
- Monthly CPT MIS.
- Reconciliation of CPT Vendors.
- Import Invoice verification.
- Specialized in Sale In Transit Transaction
- Preparation of Purchase Orders
- Preparation GRNs
- Bill Passing
- Raising of Commercial Invoices for SIT transactions.(Sale in Transit - Invoice)
- Import invoice verification.
- Reconciliation of SIT & Third Party account.
- Knowledge of LC payment.
Accounts Officer
ABHISHEK ENTERPRISES
05.2001 - 12.2003
- Day to day accounting
- Bank Transactions
- Vendor payment
- Marketing - Collection of orders.
- Internal Audit
- Vendor reconciliation
- LC, Hundi SIDBI transaction.
- Bank Reconciliation
Education
Bachelor of Commerce - undefined
Nagpur University
NagpurM Com - undefined
Skills
Team Management
Willing to work under challenging environments & problem solving attitude
Ability to work under pressure
Willingness to relocate with flexible mentality
Quick understanding of System & process of the company
Sincere, Hardworking and technically sound with a zeal for performance
Result oriented and Self-Motivated
Accomplishments
- Selected for winners night at ICICI Lombard
- Recognized as Exceptional performer
- Best performer during the tenure of current job with highest number in upcountry Karnataka market
- Honoured with highest cross sale number in upcountry Karnataka market month on month
- All Time top performer in state
Technical Knowledge
Win 95, Win 98, Win 2000, Win XP, Win 2003, Ms-Office (Ms-Word, Ms-Excel, Outlook), Tally, Real time experienced on SAP module at Videocon International Ltd, FI, MM, SIT transaction
Personal Information
- Father's Name: Laxmanrao Jawalkar
- Date of Birth: 04/12/79
Timeline
Unit Sales Manager ( Banca – Channel)
ICICI LOMBARD GIC LTD
12.2021 - Current
Branch Service Manager
ICICI LOMBARD GIC LTD
08.2008 - Current
Branch Accountant
BAJAJ ALLIANZ GENERAL INSURANCE CO LTD
12.2005 - 12.2008
Accounts Officer
Videocon International Ltd.
12.2003 - 11.2005
Accounts Officer
ABHISHEK ENTERPRISES
05.2001 - 12.2003
Bachelor of Commerce - undefined
Nagpur University