Pravesh R
Chennai
Summary
Dynamic Banking and Insurance professional with 5+ years of expertise in managing HNI relationships, driving sales growth, and delivering seamless service operations in the BFSI domain. Proven track record in affluent client servicing, portfolio management, and regulatory compliance, with strong skills in leveraging digital platforms and CRM tools to maximize customer satisfaction and retention. Recognized for building long-term client trust and supporting high-value business portfolios with measurable results.
Overview
5
5
years of professional experience
5
5
years of post-secondary education
1
1
Certification
Work History
Manager - Affluent Client Servicing
Kotak Mahindra Bank Limited
Chennai
10.2024 - Current
- Manage personalized service requests for affluent customers.
- Coordinate with CPCC and Investment Desks for account openings.
- Generate and analyze business MIS for service performance.
- Resolve high-value customer complaints within TAT.
- Supporting 10 Affluent Relationship Manager Portfolio Book - 2300cr
- Ensure compliance and regulatory adherence.
- Managed daily operations of banking services and customer transactions.
- Managed client accounts by updating and maintaining accurate records.
- Resolved complex customer issues through effective communication and problem-solving techniques.
Assistant Manager - Corporate Salary
RBL Bank Limited
Chennai
07.2023 - 10.2024
- Built and nurtured corporate relationships for salary accounts.
- Conducted account drives for corporate clients.
- Onboarded clients and managed salary account servicing.
- Provided end-to-end documentation and customer support.
- Collaborated with internal teams to streamline operations.
- Managed customer inquiries and resolved issues to maintain high satisfaction levels.
- Utilized banking software to manage account creation and tracking processes.
Executive - Digital Business Group
HDFC ERGO General Insurance
Chennai
01.2022 - 06.2023
- Managed digital policy renewals and queries.
- Provided digital platform support to clients.
- Led a team of junior sales representatives.
- Executed digital marketing support strategies.
- Tracked retention KPIs and renewal performance.
- Resolved escalated digital service issues.
- Developed comprehensive insurance policies based on customer needs and market trends.
- Assisted clients in understanding policy details and coverage options effectively.
Associate - Sundaram Finance
Royal Sundaram General Insurance
Chennai
12.2020 - 12.2021
- Handled policy renewals and updates.
- Maintained CRM and renewal logs accurately.
- Assisted in claims documentation and follow-up.
- Guided clients on insurance product choices.
- Reconciled pending premiums with clients.
- Collaborated with backend support for policy servicing.
- Assisted in processing claims and ensuring timely documentation submission.
- Analyzed customer feedback to identify areas for service improvement.
Marketing Intern - Business Development
Tutedude
Remote
06.2020 - 07.2020
- Performed customer and market research for campaigns.
- Analyzed promotional campaign data and feedback.
- Supported digital lead generation efforts.
- Developed marketing materials and scripts.
- Participated in team performance reporting.
- Suggested improvements to outreach strategies.
Education
Bachelor of Arts - Computer Applications Development
Agurchand Manmull Jain Collage - Madras University
Chennai, India 06.2017 - 09.2020
SSLC & HSC - Commerce
Shri Anand Jain Vidyalaya Mat School
Chennai, India 05.2015 - 04.2017
Skills
- Knowledge of Banking Products & Services
- Customer Handling
- Digital Tools & MIS
- Communication & Teamwork
- Sales & Marketing Fundamentals
- Client account management
- Business MIS analysis
- Customer complaint resolution
- Account servicing
- Team leadership
Certification
- Fundamentals of Insurance - IndMoney
- Digital Marketing - Tutored
- Broadband Technician - BSNL
- SQL Basics - Great Learning
Languages
- Tamil, Native
- English, Fluent
- Hindi, Proficient
Languages
English
Proficient
C2
Tamil
Upper Intermediate
B2
Hindi
Proficient
C2
Certifications
- Fundamentals of Insurance – IndMoney
- Digital Marketing – Tutedude
- Broadband Technician – BSNL
- SQL Basics – Great Learning
Timeline
Manager - Affluent Client Servicing
Kotak Mahindra Bank Limited
10.2024 - Current
Assistant Manager - Corporate Salary
RBL Bank Limited
07.2023 - 10.2024
Executive - Digital Business Group
HDFC ERGO General Insurance
01.2022 - 06.2023
Associate - Sundaram Finance
Royal Sundaram General Insurance
12.2020 - 12.2021
Marketing Intern - Business Development
Tutedude
06.2020 - 07.2020
Bachelor of Arts - Computer Applications Development
Agurchand Manmull Jain Collage - Madras University
06.2017 - 09.2020
SSLC & HSC - Commerce
Shri Anand Jain Vidyalaya Mat School
05.2015 - 04.2017