SHREEKANT RAMLAKHAN YADAV

Handling Current Account, Savings Account, Health Insurance, Life Insurance & General Insurance sales.

Managing existing client relationships and acquiring new customers.

Ensuring high-quality customer service and timely account processing.

Achieving monthly sales targets for CASA & Insurance products.

Coordinating with different departments for faster resolution of client issues.

Shreekant

• Generated new business for Current Account & Savings Account (CASA) through field visits, cold calling, and lead generation.
• Met daily & monthly targets for CASA acquisition.
• Selling life insurance and Health insurance

• Handled CASA operations, including opening, maintenance, and servicing of Current and Savings Accounts, ensuring smooth account management and excellent client support.”
• 1. Life Insurance:
  “Handled Life Insurance products, advising clients on suitable plans, facilitating policy issuance, and providing ongoing support to ensure financial security for policyholders.”
  
  2. Health Insurance:
  “Managed Health Insurance policies, guiding clients through plan selection, claims processing, and renewals, ensuring comprehensive healthcare coverage and client satisfaction.”
  
  3. General Insurance:
  “Administered General Insurance products, including property, motor, and liability coverage, assisting clients with policy issuance, claims, and risk management solutions.”

. Client-focused banking professional with hands-on demat account experience at Kotak Mahindra Bank, skilled in delivering personalized financial solutions and building strong client relationships."