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Pramod Kulkarni

Pramod Kulkarni

Manager

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  • Timeline

  • About me

    Mutual Funds Distributor Life and Health Insurance

  • Education

    • B Com Shahu Collage Pune University, CA IIB I Indian Institute of Bankers

      -
      Bachelor of Commerce (B.Com.) Banking and Financial Support Services

    • Gorge Kinder Institute, Bosten USA.

      -
      Seven Stages Of Money Maturity Personal Finance

    • Dr. George Kinder Institute of Life Planning

      -
      Certification Seven Stages of Money Maturity

    • Net Work FP

      -
      QPFP Personal financial Plannig

      Activities and Societies: Personal financial Planning solutions

    • Network FP

      2016 - 2017
      CPFP Personal Financial Planning

    • Shahu collage Pune University

      1970 - 1974
      Bachelor of Commerce (B.Com.) Banking and Financial Support Services

    • Net work FP

      2016 - 2017
      QPFP Personal financial Professional First

      Activities and Societies: Personal finance. Mutual fund distribution, life planning, Insurance wealth planning. considering personal life planning selection of proper Insurance product with help of Human life value. Sell and service of Mutual Fund products as per demand from clients.

    • Network FP Mumbai India

      2016 - 2017
      Certification Personal finance A+

      Activities and Societies: Personal financial Professional

  • Experience

    • Bank of Maharashtra

      Mar 1970 - Sept 2011
      Manager

      HR Head, Branch Manager, Senior Manager

    • Dreams Solutions India

      Dec 2011 - now
      8 Years Director Club member Insurance expert with Exide Life Insurance

    • Exide Life Insurance

      Dec 2011 - now
      INSURANCE SPECIALIST

      To Guide People regarding their exact requirement of Insurance cover. And Show the Right Plan or Insurance Product.

    • RELIGARE HEALTH INSURANCE (RHI)

      Jan 2013 - Sept 2014
      HEALTH PLANNER 1st year President council member

      To Guide People regarding the Health Planning and give correct product to their requirement.

    • Dream Solutions India

      Apr 2015 - now
      Mutual Fund Distributor

      Comprehensive Financial Plan Counselling, Estate Plan Counselling,Education Planning, Investment Plan Counselling, Tax Plan Counselling, Retirement Plan Counselling.

    • HDFC Life

      Aug 2022 - now
      Insurance Specialist

  • Licenses & Certifications

    • B, Com., C.A. IIB., N.I.S.M., IRDA., NIBM., MYRADA.

      Pune University, IIB. NISM., IRDA., NIBM.

  • Honors & Awards

    • Awarded to Pramod Kulkarni
      In Top 4% Adviser world wide Trip Adviser U.K. May 2016 There are reviews about places worldwide. Also about various Hotels situated at various places cities worldwide. reviews about attractions worldwide. reviews about food quality and variety at various restaurants worldwide.
    • Awarded to Pramod Kulkarni
      Training consuItant at Exide Life Insurance Exide Life Insurance Nov 2014 Training Consultant for Product Training, Customer awareness programs for Advisers and Clients.Organize Seminars and Conferences.
    • Awarded to Pramod Kulkarni
      Director Club Conference Exide Life Insurance Oct 2013 Top Club members meeting was held at Hong Kong with companies CEO and Directors.
    • Awarded to Pramod Kulkarni
      Commendation of Health Planners Religare Health Insurance Jul 2013 Qualified for Top performers conference at Dubai as one of the topper Health Planner.
    • Awarded to Pramod Kulkarni
      MDRT MDRT U.S.A. Dec 2012 Considering the volume of business done in the year of 2012 Exide Life Insurance has recommended as MDRT qualifier.
    • Awarded to Pramod Kulkarni
      Achievers Trophy Exide Life Insurance Sep 2012 Top Achievers conference was held at Dubai by Exide life Insurance.
    • Awarded to Pramod Kulkarni
      Grand Slammer Exide Life Insurance Aug 2012 It was a conference of top advisers pan India arranged at Fuket. Thailand.