PRAVEENA YERUNKAR
Kalyan
Summary
Dynamic Senior Relationship Manager with extensive experience at Indiafirst Life Insurance Pvt Ltd, excelling in customer relationship management and portfolio development. Proven ability to assess client needs and deliver tailored insurance solutions, fostering long-term partnerships. Adept in financial analysis and skilled in effective communication, driving client satisfaction and retention.
Overview
18
18
years of professional experience
Work History
Senior Relationship Manager
Indiafirst Life Insurane Pvt Ltd
Kalyan
01.2022 - 02.2025
- Worked with the Bancassurance channel for Union Bank of India.
- Advised clients on suitable life insurance products and policy options.
- Cultivated strong relationships with clients to understand their insurance needs.
- Managed client inquiries and resolved issues efficiently and effectively.
- Conducted regular meetings with customers to discuss their needs and provide tailored solutions.
- Provided ongoing support to customers throughout the life cycle of their relationship with the bank.
- Developed and managed a portfolio of existing clients to ensure long-term customer relationships.
Senior Relationship Manager
MAX BUPA HEALTH INSURANCE PVT LTD
Thane
06.2018 - 11.2021
- Worked with the Bancassurance channel for Federal Bank and South Indian Bank.
- Managed client inquiries and resolved issues efficiently and effectively.
- Interacted with customers and worked closely to resolve issues.
- Conducted regular meetings with customers to discuss their needs and provide tailored solutions.
Relationship Manager
TATA AIA LIFE INSURANCE PVT LTD
Thane
04.2017 - 05.2018
- Worked with the Bancassurance channel for HDFC Bank in the Corporation Salary Department.
- Managed a portfolio of high-value clients, ensuring personalized service and support.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
Representative
LIC HOUSING FINANCE LTD AND LIC INSURANCE
Thane
09.2012 - 03.2017
- Managed customer inquiries regarding housing finance options and insurance policies.
- Assisted clients in completing loan applications and insurance forms accurately.
- Collaborated with team members to ensure timely processing of applications.
- Assisted co-workers during busy periods or whenever needed in order to provide excellent customer service.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Answered phone calls and directed them to appropriate personnel.
- Provided customer service by answering product and service related questions.
- Greeted customers and responded to inquiries in a timely manner.
- Established relationships with existing customers to promote new product or service opportunities.
Accounts Assistant
SAI UNICORN GROUP OF COMPNIES
Thane
11.2008 - 09.2012
- Maintained accurate records of transactions and vendor communications.
- Processed invoices and ensured timely payments to vendors.
- Prepared and processed invoices, payments and bank deposits.
- Maintained accurate records of financial transactions.
- Processed company receipts, sales invoices, and payments from customers and suppliers.
- Managed vendor relations through timely invoice payments and resolving any outstanding payment disputes.
- Coordinated with vendors regarding billing issues.
Collections Manager
ADVENTITY BPO PVT LTD
Thane
08.2007 - 09.2008
- Trained and mentored staff on best practices in collections management.
- Prepared reports on collection activities for senior management review.
- Developed and improved procedures for collection of past due amounts.
- Trained new staff members on proper collection techniques, policies, and procedures.
- Managed accounts receivable, collections and credit activities for a large customer base.
Education
GED -
UNIVERSITY OF MUMBAI
MUMBAI03-2012
High School Diploma -
MAHARASHTRA BOARD
THANE02-2003
Skills
- Customer relationship management
- Portfolio management
- Regulatory compliance
- Financial analysis
- Insurance product knowledge
- Client needs assessment
- Sales strategy development
- Presentation skills
- Business strategies
Languages
Marathi
First Language
English
Beginner
A1
Hindi
Beginner
A1
Timeline
Senior Relationship Manager
Indiafirst Life Insurane Pvt Ltd
01.2022 - 02.2025
Senior Relationship Manager
MAX BUPA HEALTH INSURANCE PVT LTD
06.2018 - 11.2021
Relationship Manager
TATA AIA LIFE INSURANCE PVT LTD
04.2017 - 05.2018
Representative
LIC HOUSING FINANCE LTD AND LIC INSURANCE
09.2012 - 03.2017
Accounts Assistant
SAI UNICORN GROUP OF COMPNIES
11.2008 - 09.2012
Collections Manager
ADVENTITY BPO PVT LTD
08.2007 - 09.2008
GED -
UNIVERSITY OF MUMBAI
High School Diploma -
MAHARASHTRA BOARD
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