Sundeep Pratap Singh Yadav
Strategy Professional
Mumbai
Summary
Accomplished Principal Officer at Bank of Baroda and former Relationship Manager at HDFC Bank, adept in Product Strategy and Teamwork and Collaboration. Pioneered a comprehensive insurance booking platform and a Wealth CRM, significantly enhancing customer satisfaction and operational efficiency. Expert in regulatory compliance, demonstrated through successful ISNP license procurement. Proven track record in driving life insurance business growth, strategy, compliance and fostering strong client relationships.
Overview
12
12
years of professional experience
Work History
Life Insurance Product | Principal Officer
Bank Of Baroda
02.2018 - Current
Driving Life insurance Business for the Bank
Co creating Life insurance products along with the Life insurance tie up partner
Spearheaded the introduction of comprehensive insurance booking platform for Branches/ Mobile Banking/Internet Banking
Introduced Wealth CRM for the Bank along with Banks IT team
Introduced insurance analytics dashboard for the Bank
Working as a Banks nominated Principal officer for IRDAI
Successfully procured the ISNP license for the Bank from IRDAI
Relationship Manager
HDFC Bank
05.2012 - 01.2018
- Handled 500 plus HNI clients and cross sold them Banks entire bouquet of products
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Education
PGDM - Marketing
ITM Business School
Mumbai, India 04.2001 -
Bachelor of Technology - ELECTRONICS AND COMMUNICATION
JNTU
Hyderabad, India 04.2001 -
Skills
Product Strategy
Compliance and Audit
Regulatory Filings
Staff Development
Teamwork and Collaboration
Problem-Solving
Languages
Hindi
Bilingual or Proficient (C2)
English
Advanced (C1)
Telugu
Beginner (A1)
Hobbies
Travelling, Cooking
Timeline
Life Insurance Product | Principal Officer
Bank Of Baroda
02.2018 - Current
Relationship Manager
HDFC Bank
05.2012 - 01.2018
PGDM - Marketing
ITM Business School
04.2001 -
Bachelor of Technology - ELECTRONICS AND COMMUNICATION
JNTU
04.2001 -
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