Pradeep U

Pradeep U

Sales Development Manager

Followers of Pradeep U4000 followers
location of Pradeep UTamil Nadu, India

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  • Timeline

  • About me

    Securities Markets | NISM | Ex - DBS & AXIS |

  • Education

    • National Institute of Securities Markets (NISM)

      2024 - 2025
      Post Graduate Certificate in Securities Markets
    • SNS College of Technology

      2016 - 2020
      Bachelor of Engineering - BE Electronics and Instrumentation engineering
  • Experience

    • HDFC Life

      Aug 2021 - Dec 2021
      Sales Development Manager

      >> Worked in BANCA channel , Sourcing New Business from Bank Database >> Servicing the Existing customers and upselling the products>> Closing the deal and work towards the issuance of policy>> Collecting the Renewal from the unpenetrated database

    • Axis Bank

      Jan 2022 - Jul 2023
      Assistant Manager

      >> Handling Customer services requests and queries.>> Building Rapport with the clients and stakeholders.>> Handling Branch Cash and Financial transactions such as NEFT ,RTGS,IMPS,Clearing of chequesGenerating New Business through leads and references.>> Taking care of Mapped book ETB customer, HNI portfolio Management and cross selling the Third Part Products.>> Deepening the mapped book by getting fund flow from the customers. >> Analysing Risk profile and provide financial advice accordingly Show less

    • DBS Bank

      Aug 2023 - Jul 2024
      Customer Service Officer

      >> Ensured compliance with all applicable regulations and bank policies for all processes related to banking transactions>>Addressing customer queries and grievances within the defined timelines and escalating to the appropriate authorities when required.>>Processing customer service requests and responding to customer service accounts.>>Receipt and processing of cheques, demand drafts, dividend warrants, pay orders, other instruments, and bills for deposits up to authorized limits.>>Processing requests for new account opening, transaction updation, etc., jointly with an officer or independently, upon specific authorization. Show less

  • Licenses & Certifications

    • SERIES VII: Securities Operations and Risk Management

      National Institute of Securities Markets (NISM)
      Aug 2024
    • SERIES VIII : Equity Derivatives

      National Institute of Securities Markets (NISM)
      Sept 2024
    • SERIES I: Currency Derivatives

      National Institute of Securities Markets (NISM)
      Oct 2024
    • SERIES V A: Mutual fund Distributor

      National Institute of Securities Markets (NISM)
      Apr 2022