Vaibhao Patil
Business Trainee
Pune
Summary
Dynamic Senior Financial Service Manager with a proven track record at ICICI Prudential Life Insurance Co. Ltd, achieving a remarkable 370% YTD. Expert in financial management and customer relations, I excel in utilizing Microsoft Excel and CRM to drive business growth and enhance client satisfaction. Passionate about leveraging business research and negotiation skills to exceed objectives. Motivational leader and organizational problem-solver with advanced supervisory, team building and customer service skills.
Overview
2
2
years of professional experience
Work History
Senior Financial Sevice Manager
ICICI Prudential Life Insurance Co. Ltd
Pune
08.2023 - Current
- Oversaw the execution of buy and sell orders, ensuring timely and efficient transaction processing.
- Presented portfolio performance reports to clients, highlighting achievements, and areas for improvement.
- Analyzed sales data to identify areas of improvement in the sales process.
- Evaluated past successes and failures within the organization's CRM system in order to improve future results.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
- Recognized by management for providing exceptional customer service.
- Updated and maintained databases with current information.
- Achieved YTD: 370%.
Developer
TeamNet Solutions Pvt Ltd
09.2022 - 10.2022
- They take their customers' businesses to a new orbit, helping them to develop and produce new, world-class products for the high-tech market.
- Complex SQL queries.
- Handling Reports and Modules.
- Improved and corrected existing software and system applications.
- Debugged existing application functionality to identify areas of improvement.
JP Morgan Chase & Co
06.2022 - 07.2022
- Company Overview: Global Finance and Business Management at JP Morgan Chase & Co (Virtual Experience Program)
- Global Finance and Business Management at JP Morgan Chase & Co (Virtual Experience Program)
Education
MBA - Finance And IT
Indian Institute of Cost And Management Studies & Research (IndSearch)
12.2024
Bachelor of Science - Computer Application
GS Science College Khamgaon
01.2021
H.S.C. -
New English JR College Wardha
Wardha01.2015
S.S.C. -
Ratnibai Vidyalaya Wardha
Wardha01.2013
Skills
- Microsoft PowerPoint
- Microsoft Excel
- HTML
- CSS
- SQL
- Social media research
- Presentation skills
- Public speaking skills
- Business research
- Customer relationship management (CRM)
- Customer relations
- Financial management
- Negotiation
- Business projections
Timeline
Senior Financial Sevice Manager
ICICI Prudential Life Insurance Co. Ltd
08.2023 - Current
Developer
TeamNet Solutions Pvt Ltd
09.2022 - 10.2022
JP Morgan Chase & Co
06.2022 - 07.2022
MBA - Finance And IT
Indian Institute of Cost And Management Studies & Research (IndSearch)
Bachelor of Science - Computer Application
GS Science College Khamgaon
H.S.C. -
New English JR College Wardha
S.S.C. -
Ratnibai Vidyalaya Wardha
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