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Kiran Bhat

Kiran Bhat

Client servicing

Followers of Kiran Bhat459 followers
location of Kiran BhatMumbai, Maharashtra, India

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  • Timeline

  • About me

    Certified Financial Planner with 25+ yrs experience in sales, marketing, cross functional coordination in three different industries

  • Education

    • Rizvi College

      -

    • Welingkar Institute of Management

      2006 - 2007
      Pgdbm(mktg) marketing

  • Experience

    • Grandale advtg

      Jan 1999 - Jan 2000
      Client servicing

    • ICICI Prudential Life Insurance Company Limited

      Oct 2004 - Jan 2007
      Agency Manager

    • Kotak Life Insurance

      Feb 2007 - Jan 2008
      Asst Branch MAnager

    • Max New York Life

      Jul 2008 - Feb 2019
      PARTNER SALES - AVP

      21 + years of experience in the areas of Sales, Sales & Distribution Management, Key accountmanagement, Business Development, Team Management & Client Servicing across diverse industryverticals. Have been leading teams and managing profit centres since 2000. Received regular accolades, promotions, appreciation and awards for sales performance. Pleasant demeanour and well developed soft skills, Easily adapt with people and challenges Key traits - Enthusiastic, Ambitious, Result oriented, love to network, Good communication skills & interpersonal skills, Strong believer in customer first and integrity, Positive attitude and willingness to learn, adapt and work with teams towards organizational objectives. Show less

    • Max Life Insurance Company Limited

      Feb 2019 - Nov 2021
      Asst Vice President - LPC

    • Future Generali India Life Insurance

      Jun 2022 - Feb 2024
      Asst Regional Manager

    • Max Life Insurance Company Limited

      Mar 2024 - now
      Regional Head - ADRV

  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      FPSB India