Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Praveen Tirukoti

Kakinada

Summary

Productive financial advisor with highly developed skills in sales and marketing. Hands-on experience managing financial resources and providing exceptional customer service in insurance industry. Resolves problems quickly. Skilled in managing and maintaining physician orders according to policies and regulations.

Overview

7
7
years of professional experience

Work History

Unit Manager

icici prudential
Kakinada
11.2016 - 04.2024
  • Resolved complex customer service issues in a timely manner.
  • Analyzed data to identify trends in customer needs or operational processes.
  • Managed team of 15 employees and ensured their productivity.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Exceeded customer satisfaction by finding creative solutions to problems.
  • Recognized by management for providing exceptional customer service.
  • Approached customers and engaged in conversation through use of effective interpersonal and people skills.

Financial Advisor

icici prudential
Kakinada
06.2017 - 12.2020
  • Developed financial plans and strategies tailored to clients' individual needs.
  • Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
  • Provided advice on tax-advantaged investment opportunities.
  • Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
  • Reviewed existing client accounts to identify any gaps or areas needing improvement.
  • Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
  • Identified new business opportunities through networking events or referrals from existing clients.
  • Responded promptly to customer inquiries regarding their accounts or other services offered by the firm.

Education

MBA - Finance And Marketing

Mba
Kakinda
04-2016

Skills

  • Policy Implementation
  • Report Preparation
  • Sales management

Accomplishments

  • completed MDRT
  • qualified for the asian star club
  • done the business of 60 lakhs in a year
  • completed my monthly target
  • 90 % of renewls collected

Languages

Telugu
First Language
English
Beginner
A1

Timeline

Financial Advisor

icici prudential
06.2017 - 12.2020

Unit Manager

icici prudential
11.2016 - 04.2024

MBA - Finance And Marketing

Mba

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Praveen Tirukoti