Prateek Koul
Branch Manger Wealth
Pune
Summary
Skilled Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills with strong background in managing branch operations and ensuring consistent customer satisfaction. Demonstrated ability to lead teams effectively and implement strategic initiatives that enhance operational efficiency. Proven expertise in problem-solving and financial management.
Overview
2
2
years of professional experience
4
4
years of post-secondary education
3
3
Languages
Work History
Branch Manager
INNOVATE FINANCIAL SERVICES PVT LTD
Pune
02.2025 - Current
- Overseeing daily branch operations to ensure efficiency and profitability
- Developing and executing sales strategies to drive business growth
- Managing a team of insurance professionals and ensuring high performance
- Building strong client relationships to enhance customer satisfaction and retention
- Ensuring compliance with company policies and industry regulations
- Collaborating with senior management to implement business strategies
- Streamlined operations and prioritized tasks, allowing senior staff to increase revenue by 25%
Agency Development Manager
TURTLEMINT Pvt. Ltd
Pune
10.2024 - 01.2025
- Recruited, trained, and developed new insurance agents to build a strong sales team
- Provided regular mentoring, coaching, and training to agents
- Managed the onboarding process for new agents, ensuring compliance
- Developed and executed sales strategies to achieve business targets
- Built and maintained strong relationships with clients
- Collaborated with cross-functional teams to implement business initiatives
- Managed approximately 30 incoming calls, emails and faxes per day from customers
Senior Relationship Manager
ONEINSURE Pvt. Ltd
Pune
05.2023 - 09.2024
- Managed a diverse portfolio of insurance clients
- Led a team of three members in the operations and sales department
- Oversaw back-office operations including daily reporting
- Provided business solutions tailored to organizations
- Streamlined processes and improved operational efficiency
- Ensured high client retention and satisfaction
- Managed approximately 30 incoming calls, emails and faxes per day from customers.'
Education
Bachelors of Engineering - Information Technology
Marathwada Mitra Mandal's College of Engineering
India 01.2019 - 01.2023
Skills
- Client Relationship Management
- Product Knowledge and Training
- Compliance and Regulatory Adherence
- Inbound Sales
- Cross-Selling and Up-Selling
- Lead Generation & Conversion
- Customer Relationship Management (CRM)
- Team Collaboration
- Sales development
- Coaching and mentoring
- Customer service
- Branch operations management
- Relationship building
- Relationship building and management
- Employee development
Areas Of Exposure
- Pune, Maharashtra
- Jammu, Jammu and Kashmir
- Delhi, Delhi
- Aurangabad, Maharashtra
Timeline
Branch Manager
INNOVATE FINANCIAL SERVICES PVT LTD
02.2025 - Current
Agency Development Manager
TURTLEMINT Pvt. Ltd
10.2024 - 01.2025
Senior Relationship Manager
ONEINSURE Pvt. Ltd
05.2023 - 09.2024
Bachelors of Engineering - Information Technology
Marathwada Mitra Mandal's College of Engineering
01.2019 - 01.2023
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