Summary
Work History
Education
Skills
Languages
Timeline
ProjectManager
Patil VIVEK

Patil VIVEK

Croydon,United Kingdom

Summary

Dedicated and accomplished banking and insurance professional with over two decades of experience in the financial services industry. A proven track record of success in various roles, from front-line customer service to strategic leadership positions. Adept at building and maintaining strong client relationships, driving revenue growth, and ensuring regulatory compliance. Strong leadership skills with a passion for mentoring and developing high-performing teams. Seeking opportunities to leverage extensive expertise in a challenging and dynamic environment.

Work History

National Sales Manager

ICICI Prudential Life Insurance Company Limited, N.P.S
Ahmedabad, India
07.2022 - 09.2023

The role of a National Sales Manager in the context of the National Pension Scheme (NPS) involved overseeing and managing the sales and distribution of NPS products and services on a national scale. NPS is a government-sponsored retirement savings scheme in India, and it may have different names or equivalents in other countries. Here are the key responsibilities and duties associated were

Sales Strategy Development, Team Leadership, Market Research and Analysis, Sales Planning, Distribution Network Expansion, Customer Relationship Management, Compliance and Regulatory Adherence, Product Knowledge, Sales Reporting and Analysis, Customer Education, Marketing Collaboration, Budget Management, Risk Management, Performance Evaluation, Customer Feedback Handling, and Continuous Improvement.

A National Sales Manager for the National Pension Scheme plays a crucial role in ensuring the success and growth of the scheme by effectively managing the sales function on a national scale. This role requires strong leadership, strategic thinking, and the ability to work collaboratively with various stakeholders in the financial services industry.

Zonal Manager

Credit Life
Mumbai, India
09.2021 - 09.2023

As Zonal Head in Credit Life Insurance demanded, overseeing and managing the credit life insurance business operations within a specific geographical zone or region. Credit life insurance is a type of insurance that pays off a borrower's outstanding debt in the event of their death, disability, or critical illness. Zonal Heads play a crucial role in ensuring the efficient and profitable operation of the credit life insurance business in their designated zone. Here are some of the key responsibilities and duties associated with the role.

Strategic Planning, Team Management, Sales and Business Development, Risk Management, Compliance, Financial Management, Customer Service, Reporting, Market Analysis, Training and Development, Communication, Performance Evaluation.

Overall, as Zonal Head in Credit Life Insurance required a combination of leadership, strategic thinking, sales acumen, risk management, and financial expertise. It involves managing a team and working to achieve business goals while ensuring compliance with industry regulations and delivering quality customer service.

Founding Partner

The Indian StrEat Kitchens Co
Ahmedabad, India
03.2012 - 08.2016

As founding partner in a restaurant involved responsibilities and contributions I as a partner bought to the business. In a restaurant start-up, as founding partner a key roles I performed in various aspects of the business. Here are some of the common responsibilities and roles of a founding partner in a restaurant.

Business Planning, Investment and Financing, Concept Development, Location and Real Estate, Menu Development, Operations Management, Marketing and Promotion, Financial Management, Compliance and Licensing, Customer Relations, Long-Term Strategy.

I as a partner had a more hands-on role in the day-to-day operations, while others focused on strategic planning and financial management. I played significant role in effective communication and collaboration among partners.

Education

Diploma - Business Management, Marketing

Trimurti Institute Of Managment Studies
2000

Bachelor of Arts (B.A - Economics

Maharaja Sayajirao University of Baroda
1998

Skills

  • Communication
  • Customer Service
  • Team Management Leadership
  • Sales

Languages

English
Proficient (C2)
Hindi
Proficient (C2)
Marathi
Proficient (C2)
Gujarati
Proficient (C2)

Timeline

National Sales Manager

ICICI Prudential Life Insurance Company Limited, N.P.S
07.2022 - 09.2023

Zonal Manager

Credit Life
09.2021 - 09.2023

Founding Partner

The Indian StrEat Kitchens Co
03.2012 - 08.2016

Diploma - Business Management, Marketing

Trimurti Institute Of Managment Studies

Bachelor of Arts (B.A - Economics

Maharaja Sayajirao University of Baroda
Patil VIVEK