Experience

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  Kotak life

  May 2017 - Feb 2020

  Deputy manager
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  Pnb met

  Mar 2020 - Feb 2022

  Senior manager

  Key Responsibilities:Managed Mutual Funds & Insurance sales and distribution, driving revenue growth and customer engagement.Developed and implemented strategic sales plans to enhance market penetration and boost investment product sales.Led and trained a high-performing sales team, ensuring consistent achievement of business targets.Provided product training on Life Insurance, Health Insurance, and Mutual Funds to bank staff and channel partners.Built strong relationships with PNB Bank branches to facilitate seamless sales of investment and insurance products.Conducted financial planning sessions for clients, offering tailored investment and insurance solutions.Ensured compliance with IRDAI & SEBI regulations, maintaining ethical sales practices and transparency.Organized investor awareness programs, educating customers on wealth creation and risk management.Analyzed market trends, competitor strategies, and customer preferences to optimize sales efforts.Strengthened distribution channels, expanding the reach of insurance and mutual fund offerings. Show less

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  Aditya birla capital

  Feb 2022 - Feb 2023

  Cluster head

  Managed the cluster for Mutual Funds and Insurance, driving sales, distribution, and client engagement.Collaborated with HDFC Bank branches to strengthen partnerships, enhance cross-selling, and achieve revenue targets.Provided product training on Mutual Funds, Life Insurance, and General Insurance to branch managers and frontline staff.Designed and implemented sales strategies to increase market penetration and boost portfolio growth.Ensured compliance with IRDAI & SEBI regulations, maintaining transparency and ethical sales practices.Developed customer-centric investment and insurance solutions based on financial goals and risk appetite.Conducted investor awareness programs to educate customers on financial planning, wealth creation, and risk management.Monitored and analyzed market trends, competitor strategies, and customer preferences to optimize offerings.Led and motivated a high-performing sales team, ensuring achievement of business targets.Strengthened distribution channels and expanded reach through partner engagement and referral networks. Show less

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  Sunstone

  Feb 2023 - now

  Retainer

  Key Responsibilities:Delivering lectures and training sessions on Corporate Finance, Financial Modeling, Portfolio Management, and Financial Accounting.Providing academic mentorship and career guidance to students, helping them develop industry-relevant financial skills.Designing and implementing curriculum frameworks to enhance student learning in finance, investment strategies, and business management.Conducting workshops and seminars on financial planning, portfolio performance analysis, and investment strategies.Encouraging practical learning by integrating case studies, real-world financial models, and hands-on projects.Motivating students through interactive discussions and real-world applications of financial concepts.Supervising student research projects and guiding them in financial analysis and business strategy formulation.Assisting in placement preparation, helping students develop interview skills, resume-building, and corporate networking.Engaging in academic research and industry collaboration to align coursework with market demands.Utilizing Microsoft Office and financial tools to teach students effective data analysis and portfolio evaluation techniques. Show less