Shital Dattatray Tate

Branch Manager

ICICI Prudential Life Insurance

02.2014 - Current

Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
Maintained friendly and professional customer interactions.
Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
Increased branch profitability by implementing cost-saving measures and streamlining operational processes.
Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
Consulted customers to boost product sales and services.
Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
Met deadlines by proactively managing individual and team tasks and streamlining processes.
Complied with regulatory guidelines and requirements.
Monitored market trends to identify new business opportunities and capitalize on potential growth areas within the community or region served.
Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
Coordinated marketing campaigns tailored towards target audience segments resulting in increased brand awareness within the local community.
Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Implemented risk management strategies to minimize potential losses while maintaining a healthy balance between risk and return on investments.
Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
Examined customer loan applications for loan approvals and denials.
Utilized data-driven insights to make informed decisions regarding staffing levels during peak seasons thereby maintaining smooth functioning of branch operations.
Boosted branch revenue by strategically analyzing market trends and aligning financial products to customer needs.
Enhanced branch visibility and market presence by orchestrating community engagement initiatives.
Ensured exceptional customer service, resolving issues swiftly to maintain trust and satisfaction.
Developed and led team of financial advisors, enhancing their skills with comprehensive training programs.
Directed recruitment and onboarding efforts, assembling high-performing team committed to achieving branch objectives.