Subodh Kamble
Thane
Summary
Seasoned Executive Relationship Manager with a successful history in fostering and nurturing high-value client relations. Skillset includes strategic planning, account management, and a solution-oriented approach to problem-solving. Previous roles have resulted in significant growth of key accounts through exceptional relationship building skills and deep understanding of customer needs.
Overview
8
8
years of professional experience
Work History
Executive Relationship Manager
Bajaj Life Insurance Ltd
Mumbai
09.2025 - Current
- Cultivated strong relationships with clients to enhance customer satisfaction.
- Assisted clients in selecting appropriate life insurance policies.
- Processed applications and necessary documentation efficiently.
- Maintained accurate client records in the agency management system.
- Prepared quotes for prospective customers based on their individual needs.
Relationship Manager
Prudent Corporate Advisory Services Limited
07.2018 - 04.2025
- Recruitment of advisors for mutual funds, health insurance, and life insurance business.
- Building relationships with existing and new advisors.
- Giving training to advisors on mutual funds, health insurance, life insurance, and how to build a client base.
- Investor Awareness Programs for New Clients of Advisors.
Relationship Officer
SBICAP Securities Ltd
03.2024 - 11.2024
- Drafted proposals for potential new business opportunities.
- Conducted regular reviews of existing client relationships to ensure the highest level of service was provided.
- Analyzed client data to identify opportunities for cross-selling products and services.
- Client handling, relationship building, and revenue generation.
- Promoting Demat and Trading Accounts to potential customers, and also General Insurance.
- Client Acquisition: actively engage with potential clients, explain the benefits of SBI Cap Securities' services, and encourage them to open Demat and Trading Accounts.
- Cross-Selling: cross-sell other financial products, such as mutual funds, insurance, and fixed deposits.
- Bank Customer Interaction: interacting with bank customers and promoting SBI Cap Securities' offerings, opening savings bank accounts, solving internet banking problems, and current account internet banking.
Education
Bachelor of Arts - Sociology
Yashwantrao Chavan Maharashtra Open University
Nashik10th -
Yogeshwari Nutan Vidyalaya
AmbajogaiSkills
- Wealth management portfolios
- New Business Development
- Relationship Management
- Issue Resolution
- Qualifying Customers
- Relationship building and management
- Customer Service
- Sales proficiency
Personal Information
- Date of Birth: 09/17/95
- Gender: Male
- Nationality: Indian
Languages
- English
- Hindi
- Marathi
- English
- Hindi
Languages
Marathi
First Language
English
Beginner
A1
Hindi
Beginner
A1
Timeline
Executive Relationship Manager
Bajaj Life Insurance Ltd
09.2025 - Current
Relationship Officer
SBICAP Securities Ltd
03.2024 - 11.2024
Relationship Manager
Prudent Corporate Advisory Services Limited
07.2018 - 04.2025
Bachelor of Arts - Sociology
Yashwantrao Chavan Maharashtra Open University
10th -
Yogeshwari Nutan Vidyalaya