Dedicated employee with strengths in customer service, sales and promotion strategies. Successful in teaching junior employees how to maximize performance.
Overview
6
6
years of professional experience
Work History
Financial Planning Manager
HDFCLIFE insurance
Auranagabad
03.2025 - Current
Trained junior staff on financial planning and sales techniques.
Successfully promoted and sold various life insurance products.
Guided clients in selecting suitable financial protection plans.
Achieved monthly sales targets consistently.
Branch Manager
SAIBAN URBAN CO-OP CREDIT SOC.
Aurangabad
02.2023 - 02.2025
Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
Developed strategies to increase customer satisfaction and loyalty.
Managed staff scheduling, hiring and training processes.
Built financial models to allocate resources, forecast cash and investment needs and make capital budgeting decisions.
Cashier
SAIBAN URBAN CO-OP CREDIT SOC.
AURANGABAD
01.2022 - 02.2023
Collected payments and provided accurate change.
Having all knowledge of banking and accounting
Computed, recorded and proofread data or reports.
Performed general ledger reconciliations on a timely basis.
Diminished financial discrepancies and accurately reconciled accounts using detailed data analysis results.
Office Administrator
ANGEL BROKING PVT LTD
AURANGABAD
02.2019 - 12.2021
Used specialized accounting software to debit, credit and total accounts on computer spreadsheets and databases.
Completed thorough opening, closing and shift change functions to maintain operational standards each day.
Education
Bachelor of Science - Computer Science And Programming
DR. BABASAHEB AMBEDKAR MARATHWADA UNIVERSITY
AURANGABAD
04-2021
Skills
CASH HANDLING
MS-EXCEL, MS-WORD, MS-OFFICE
MS-CIT
TALLY ERP 9 & ADVANCE
ACCOUNTING
Languages
6,C2,4,B2
Education and Training
other
Languages
Marathi
First Language
English
Proficient
C2
Hindi
Proficient
C2
Timeline
Financial Planning Manager
HDFCLIFE insurance
03.2025 - Current
Branch Manager
SAIBAN URBAN CO-OP CREDIT SOC.
02.2023 - 02.2025
Cashier
SAIBAN URBAN CO-OP CREDIT SOC.
01.2022 - 02.2023
Office Administrator
ANGEL BROKING PVT LTD
02.2019 - 12.2021
Bachelor of Science - Computer Science And Programming