POOJA PATIL

Experience

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  EKansh Trust

  Nov 2018 - Dec 2018

  Winter Internship

  To create awareness amongst people about physically disabilities

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  Osumare

  Apr 2019 - Jul 2019

  Summer Internship

  ▪︎ Handled Digital Marketing Services for company’s clients. ▪︎ Help to acquire new clients for the firm. ▪︎ Planning digital marketing campaigns, including web, SEO/SEM, Email, social media and display advertising. ▪︎ Maintaining our social media presence across all digital channels.

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  Equitas Small Finance Bank

  Jan 2021 - Apr 2021

  Business Development Executive

  ▪︎ Supervising sales efforts to maximize revenue through efficient marketing and delivery of financial products and services.▪︎ Collaborating with teams to create cost-effective sales strategies, optimizing financial resources.▪︎ Partnering with senior management to innovate existing financial products, aligning them with market needs to enhance financial performance.▪︎ Coordinating with experts in tax, accounting, and finance to evaluate new structures and product opportunities, ensuring alignment with financial objectives.▪︎ Continuously monitoring financial outcomes of new initiatives, gathering feedback, and using metrics to assess profitability and ROI.▪︎ Ensuring exceptional financial services through regular client follow-up, enhancing client retention and overall financial satisfaction. Show less

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  ICICI Prudential Life Insurance Company Limited

  Aug 2021 - Jun 2023

  Financial Services Consultant

  ▪︎ Analyzing insurance policies to ensure competitive pricing and value.▪︎ Meeting with clients to understand their financial needs and goals.▪︎ Recommending suitable insurance solutions based on client discussions.▪︎ Collaborating with marketing teams to contribute to compelling proposals.▪︎ Assessing risks associated with different insurance policies.▪︎ Managing policy changes, adjustments, and cancellations.▪︎ Providing exceptional customer service and addressing queries.▪︎ Staying updated on industry trends and regulatory changes.▪︎ Maintaining accurate documentation of client interactions and policies. Show less

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  Aditya Birla Sun Life Insurance

  Jun 2023 - Aug 2024

  Senior Wealth Manager

  ▪︎ Client Relationship Management: Building and maintaining strong relationships with high-net-worth clients to understand their financial goals and needs.▪︎ Wealth Planning: Developing comprehensive wealth management plans tailored to each client's individual financial situation and objectives.▪︎ Investment Advisory: Providing expert advice on investment strategies, asset allocation, and financial products to help clients achieve their financial goals.▪︎ Portfolio Management: Managing and monitoring client investment portfolios, making adjustments as needed to optimize performance and manage risk. ▪︎ Financial Analysis: Conducting in-depth financial analysis to assess clients' current financial status and future needs.▪︎ Insurance Solutions: Recommending insurance products and strategies to protect clients' wealth and mitigate risks.▪︎ Tax Planning: Assisting clients with tax planning and strategies to minimize tax liabilities. Estate Planning: Collaborating with clients to create estate plans, including wills and trusts, to ensure the smooth transfer of wealth to heirs. ▪︎ Market Research: Staying updated on financial market trends, investment opportunities, and regulatory changes to provide clients with informed advice. ▪︎ Client Education: Educating clients on financial concepts and investment options, empowering them to make informed decisions.▪︎ Compliance and Regulations: Ensuring compliance with industry regulations and company policies to maintain high ethical standards.▪︎ Business Development: Expanding the client base and generating new business opportunities through referrals and networking. ▪︎ Performance Reporting: Providing regular performance reports and updates to clients on the status of their investments. Show less

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  HDFC Life

  Aug 2024 - now

  Bancassurance Manager

  ▪︎ Building relationships: Build strong relationships with the sales teams of channel partners, such as banks and NBFCs.▪︎ Meeting customers: Meet potential customers with channel sales teams to sell insurance solutions.▪︎ Achieving targets: Meet sales targets as per channel strategy.▪︎ Providing support: Provide pre and post sales support, such as claim settlement.▪︎ Ensuring quality: Ensure the quality of business and persistency, such as premium renewals.▪︎ Using digital platforms: Enable the channel sales team to use the latest digital platforms.▪︎ Converting leads: Convert leads based on the customer.▪︎ Making joint calls: Make joint calls with bank employees.▪︎ Giving leads: Give leads to the company.▪︎ Engaging partners: Engage channel partners. ▪︎ Striving for customer satisfaction: Strive for customer satisfaction. Show less