Pramey Urade

Experience

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  Samrudha jeevan multistate multipurpose co-op

  Apr 2012 - Jul 2014

  Cahier

  Accepted cash or cheques for deposit, processed cash withdrawals, assisted in customers service with routine tasks such as ordering cheques or bank cards, Driving "SAMRUDDHA JEEVAN" for loan products & cross selling of life insurance policies, FD etc & up-sellingMaintainined detailed records of all transactions in accordance with the bank’s policies, adhering to branch procedures for all transactions.Verified customer identification validating and cashing cheques .Received and processed loan and mortgage payments, balancing all cash and cheques in cash drawer at the end of each shift Managed resolving issues and concerns with customer accounts to the best of one’s ability.Referred customers to other bank personnel as needed to resolve problemsHandled opening new bank accounts, answering customer questions, explaining promotions, and suggesting appropriate accounts or opportunities that suit the customer’s financial profile and current needs.Handled generating of receipts for customer transaction Cross-selling bank products when appropriate, Maintaining confidentiality with all transactions, Kept work stations properly supplied with pens, forms, and other necessary supplies.Handled removing accounts for dormancy in compliance with branch procedures.Handled closing accounts for customers as needed Keeping teller drawer within specified limits while buying and selling currency from the vault Show less

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  Shri Samarth Balaji Mahavidyalaya

  Sept 2014 - Feb 2017

  Clerk

  Performed clerical activities of college to support principal, lecturers and administrative staff. Maintained and manage college records in an organized manner.Assisted and supported college principal in running the college successfully. Maintain daily attendance record of students in a collegeResponded to student inquiries regarding their attendance, fees and academics.Maintained regular contacts with guardians and update them on their children’s attendance and progress. Assisted and supported lecturers/ professors in initiating classroom discipline.Assisted teaching staff in preparing instructional material. Maintained and manage college premises neat, clean and hygienic.Maintained, managed and organized instructional material, tools, kits and equipment. Show less

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  Shriram Life Insurance Company Limited

  Jun 2017 - now

  Senior Manager

  Successfully heading operations and revenue generation of four branches, operation staff and sales team & Reporting to Zonal Headmanaging overall profitability (P/L) of the all four branches, covering insurance & loans (Personal Loan, Business Loans (SME), Property Loan / Loan Against Property (LAP) etc. effectively driving revenue generation through cross sales/up sales.Leading sales teams to achieve sales objectives, managing daily activities of branches with duties such as new login insurance business, insurance claim processing, marketing, underwriting, developing new business through selling and marketing activities.Driving revenue maximization efforts by interacting & developing strategic relation with all external/internal constituents of customers at all levels for maximum client retention and achievement of long-term /short-term revenue objectives. Formulating up-sales and cross- sales strategies to generate revenue opportunities. Driving sales support to build up long term relationship, while adhering to high standards of ethical practices.Collaborate with channel sales partners for driving revenue generation and regulatory / compliance concerns, organize clear and effective business reviews, cross-sales / up-sales strategies, including weekly sales reports and steering review meetings, contract negotiations and contract performance, incentive plans, target vs achievement analysis and strategiesCalibrate supply channel partner strategic road-maps behind Insurance & Loans (Personal Loan, Business Loans (SME), Property Loan/ Loan Against Property (LAP) goals and priorities, identify, monitor, and drive performance for every supply partner, attach rate, claim frequency, paid claim rate, call frequency, profitability, and more).Building relationship with the corporate clients from diverse industries to expand the group business portfolio, identifying corporate in the given region, engaging with senior management to get potential business of insurance Show less