Summary
Overview
Work History
Education
Skills
Timeline
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Vaibhao Shesharao Patil

Pune

Summary

Dynamic Senior Financial Service Manager at ICICI Prudential Life Insurance Co. Ltd, acknowledged for outstanding customer relations and surpassing performance targets by 210% in FY24-25.

Overview

2
2
years of professional experience

Work History

Senior Financial Sevice Manager

ICICI Prudential Life Insurance Co. Ltd
Pune
08.2023 - Current
  • Presented portfolio performance reports to clients, emphasizing accomplishments and improvement areas.
  • Analyzed sales data to pinpoint opportunities for enhancing sales processes.
  • Evaluated historical successes and failures within CRM for improved future outcomes.
  • Resolved issues efficiently using strong problem-solving skills.
  • Recognized by management for outstanding customer service delivery.
  • Updated and maintained databases with accurate and current information.
  • Achieved year-to-date performance of 210%FY24-25.

Education

MBA - Finance And IT

Indian Institute of Cost And Management Studies & Research (IndSearch)
Pune
12-2023

Bachelor of Science - Computer Application

GS Science College Khamgaon
01.2021

H.S.C. -

New English JR College Wardha
Wardha
01.2015

S.S.C. -

Ratnibai Vidyalaya Wardha
Wardha
01.2013

Skills

  • Microsoft PowerPoint
  • Microsoft Excel
  • HTML
  • CSS
  • SQL
  • Presentation skills
  • Customer relations
  • Financial management
  • Negotiation
  • Portfolio analysis
  • Sales process enhancement
  • Customer relationship management

Timeline

Senior Financial Sevice Manager

ICICI Prudential Life Insurance Co. Ltd
08.2023 - Current

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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Vaibhao Shesharao Patil