Rahul Babulnath Pandey
Kandivali-west
Summary
Dynamic professional with extensive experience in project management and relationship management at HDFC Life Insurance. Proven track record of driving sales and achieving 160% of targets. Adept at strategy development and team collaboration, leveraging strong analytical skills and adaptability to deliver exceptional results in fast-paced environments.
Overview
7
7
years of professional experience
Work History
Deputy Manager
HDFC Life Insurance Company Limited
04.2023 - Current
- Distribution Process and Program Management for the Credit Protect line of business.
- Currently working on Project Inspire for Automating Sales user incentive and also, to manage real time partner complex hierarchies.
- Implementing and highlighting any changes happening in the process and product segment.
- Auditing MIS and giving inputs for improvement for various MIS's.
- Arranging governance meeting monthly basis to resolve issues for Group Operations Team, Claims Team, Underwriting Team & Channel Team.
Territory Manager
IMGC (INDIA MORTGAGE GUARANTEE CORPORATION)
03.2022 - 04.2023
- Sourcing Home loans with mortgage guarantee from DSA and Channel partners.
- Enrolment of new channels to source HL with MG.
- Performing end to end process of Loan Application.
- Training drills to team for superior sourcing of home loan with Mortgage Guarantee.
- Executing Personal Discussion with borrower to understand profile and income.
- CEO award winner for JAS'22
- Rank 1st at Pan India level for JFM'23
Asset Manager
ICICI Prudential Life Insurance Company Limited
01.2018 - 03.2022
- Handling a team of 4 to 5 Financial Services Consultants.
- Responsible for the Biggest Hubs in the Western Region - MIDC, Mira-Bhayander & Borivali contributing towards Total Mumbai disbursals.
- Total distribution touch points: - DST - 7 BSM's & 50 Counsellors.
- Responsible for driving sales and achieving the key deliverables set by my organization.
- Visited the branch regularly, to build relation with the employees and generate business.
- Help client to achieve and realize their financial needs.
- Utilize the strengths of the company to build brand loyalty in the minds of clients.
- Achieved 160% target in JFM for the financial year 2020-21.
- Award of excellence for exemplary performance.
- Got promoted twice from Business Trainee to Associate Key Relationship Manager to Asset Manager.
Financial Advisor
ICICI PRUDENTIAL AMC LTD.
- Managed client relationships and helped clients access and achieve their current and future financial goals.
- Created well diversified portfolios specifically tailored to each individual.
- Utilized firm resources to provide education and sound financial advice to clients.
- Met the branch head, CSO, BSM, BD, RM and head of operations of HDFC Bank and AXIS Bank branches and made them aware about the ICICI products and ask them to pitch the same products to their customers.
- Visited the branches, so as to build relation with the employees and generate business. made sure that the forms are properly filled with KYC norms properly taken care of and tried to find solutions to their with the help and guidance of my mentors.
- Certificate of appreciation for outstanding performance.
Education
PGDM - Finance
Indira school of business studies
01.2018
Graduation - Commerce
M.J.Pancholia's balbharati college of commerce
01.2015
HSC - Commerce
Vidyaniketan JR. college commerce and Science
01.2012
SSC -
Sardar Vallabhbhai Patel Vividhlakshi Vidyalaya
01.2010
Skills
- Relationship Management
- Effective Capability Development
- Strategy & Segment Development
- Project Management
- Team Player
- Environmental adaptability
- Flexible towards location
- SelfMotivated
Languages
- English
- Hindi
- Marathi
- Gujarat
Extracurricular Activities
Industrial visit at Cotton king and Nandan Dairy at Baramati Pune. Participation in social activities (NGO's, Swachh Bharat mission). Part of 28th National Road Safety Campaign conducted by Finolex and Gulf Oil, Pune. Completed 30 hours CSR Activity at Indira School of Business Studies, Pune.
Hobbies and Interests
- Cycling
- Travelling
Personal Information
- Date of Birth: 09/23/92
- Marital Status: Married
Area Of Expertise
- Relationship Management
- Effective Capability Development
- Strategy & Segment Development
- Project Management
Timeline
Deputy Manager
HDFC Life Insurance Company Limited
04.2023 - Current
Territory Manager
IMGC (INDIA MORTGAGE GUARANTEE CORPORATION)
03.2022 - 04.2023
Asset Manager
ICICI Prudential Life Insurance Company Limited
01.2018 - 03.2022
Financial Advisor
ICICI PRUDENTIAL AMC LTD.
PGDM - Finance
Indira school of business studies
Graduation - Commerce
M.J.Pancholia's balbharati college of commerce
HSC - Commerce
Vidyaniketan JR. college commerce and Science
SSC -
Sardar Vallabhbhai Patel Vividhlakshi Vidyalaya