Sumit Pradeep Khandre

1. Bank Integration:

• Objective:
  This project focused on seamlessly integrating banking systems with insurance product platforms to enable smooth data flow and service execution. It involved end-to-end API development, product integration, and implementation of IRDAI Pre-Issuance Health Information (PPHI)guidelines for regulatory compliance.

Key Deliverables:

• PPHI Implementation on UBI Finacle System
• Product integration on UBI’s two platforms:

Finacle:

Unisure:

• APIs Development:
• Renewal Module Implementation:
• Functional Testing & UAT

2. Lead Management System (LMS)

• Objective:
  To streamline the lead acquisition process and improve lead capturing, allocation, tracking, and conversion across various business verticals, while enhancing customer engagement through timely follow-ups and personalized interactions.

Key Deliverables:

various business verticals:

• · Retail Channel
• · Agency Channel
• · Business Group
• · Direct Marketing & Cross Sale

• Delivered high-quality customer service by addressing queries related to account operations, transaction details, TP products and basic banking products.
• Processed daily cash and non-cash transactions including deposits, withdrawals, cheques, demand drafts, and fund transfers, ensuring accuracy and compliance with bank policies.

• Experienced Relationship Officer and Life Insurance SME with a strong track record in client servicing, policy advisory, and insurance product expertise.
• Acted as a Subject Matter Expert (SME) on life insurance products, supporting internal teams with training, policy knowledge, and regulatory updates.
• Increasing bank's customer awareness about Life Insurance products & coordinating between Bank and company from Lead generation to policy conversion.

• Analyzed the financial portfolio of HNI, retail, and NRI clients, and managed their financial portfolios according to their long- and short-term financial goals, gathering feedback from customers for investment requirements.