AMIT PRAKASH PANDEY
Brampton,ON
Summary
Friendly Deputy Manager committed to creating a positive work environment through effective mentoring and coaching. Skilled in delegation and communication. Talented in leadership, staff development and training.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Work Integrated Learning
Lambton College
05.2023 - 08.2023
- Collaborated on group projects to complete professional deliverables.
- Completed projects and submitted research proposals to propel personal learning ambitions.
- Completed research, compiled data, and assisted in timely reporting.
Deputy Manager
Rapipay Fintech private ltd
07.2019 - 05.2022
- Manage general banking aspects of Fintech company, such as finance, insurance, banking, and relationship-building functions along with team
- Opening a new bank account with a secure CIB matrix to ensure security
- Negotiation of accrual with a bank for various services
- Treasury Function- Managing the investment portfolio of the company by investing ideal funds in fixed deposits, Mutual funds, and debt funds
- Managing insurance portfolio with different insurers for imported goods (Marine insurance)
- Manage offshore payments along with exchange rate negotiation with banks
- Queries resolution of partners, banks with credit team related to deposits and disputed transactions
- Creation of TDS Certificate and Partner Agreement
- Fund management in the Banks as when required
- Handling fraud-related cases and assisting the Investigating officer in resolving these cases.
- Enhanced supervisory and leadership abilities by working closely with supervisors.
- Liaised with team members, stakeholders, and vendors to coordinate activities, provisioning, environment setup, risk mitigation, and follow-up.
- Created reports and analyzed and interpreted data.
- Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency, and help the company evolve and grow.
- Performed statistical analyses to gather data for operational and forecast team needs.
- Stayed up to date on changing product and service options to provide top-notch support to customers and employees.
Senior Sales Manager
Future Generali India life Insurance Company
09.2018 - 04.2019
- Working in an agency channel where I am handling a team of 10 Insurance Managers (IM) and managing them accordingly and sourcing the life insurance business from their reference
- Also acquiring a new distributor for the company.
- Directed sales support staff in administrative tasks to help sales reps close deals.
- Worked diligently to resolve unique and recurring complaints, promoting loyalty, and enhancing operations.
- Developed sales strategy based on research of consumer buying trends and market conditions.
- Met with clients, delivering presentations, and educating them on product and service features and offerings.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Maintained an ethical and positive working environment to reduce turnover and promote high retention rates.
- Resolved customer issues quickly to close deals and boost client satisfaction.
- Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Recruited and hired top-level talent to add value and expertise to the sales department.
Deputy Manager
Kotak Mahindra Bank
02.2018 - 09.2018
- I used to cross-sell the existing product of the bank like life insurance, general insurance, personal loan, home loan, car loan, credit cards, demat accounts, sip, and mutual funds to existing customers
- Enhanced supervisory and leadership abilities by working closely with supervisors.
- Greeted and assisted customers with questions, concerns and purchasing needs.
- Stayed up to date on changing product and service options to provide top-notch support to customers and employees.
Intake Coordinator
United Health Group
01.2016 - 01.2017
- Documented patient medical information, case histories, and insurance details to facilitate smooth appointments and payment processing.
- Maintained accurate, up-to-date client records for reliable reference and communications.
- Explained eligibility requirements, application details, payment methods, and applicants' legal rights during intake assessment.
- Liaised between clients and healthcare providers to maintain continuity of care.
- Worked with clinical and operations teams to facilitate client placement and obtain appropriate services for clients.
- Attended case reviews and provided feedback on client progress.
- I used to enter the clinical services, whatever the customer used to do, and also provide the claims to that customer.
Education
Post Graduate Diploma - Financial Planning And Wealth Management
Lambton College of Applied Arts And Technology
Toronto, ON08.2023
Post Graduate Diploma - Banking And Finance
Manipal Academy, Manipal University
Bangalore, Karnataka, India02.2018
BBA - Tourism And Hospitality Management
Guru Gobind Singh Indrapratha University
New Delhi, India07.2015
Skills
- Communications Expertise
- Decision-Making Capabilities
- Corrective Actions
- Team Routing
- Administration and Reporting
- Customer Transactions
- Negotiation and Conflict Resolution
- Managing Operations and Efficiency
- Recruiting Skills
- Scheduling and Coordinating
Accomplishments
- Certifications:
Certification
AMFI (Association of Mutual fund in India) certified by NISM in 2017.
Depository certified by NISM in 2017.
IRDA certified in 2018.
Hobbies
Playing Volleyball
Playing Cricket
Working out
Listening to music
Timeline
Work Integrated Learning
Lambton College
05.2023 - 08.2023
Deputy Manager
Rapipay Fintech private ltd
07.2019 - 05.2022
Senior Sales Manager
Future Generali India life Insurance Company
09.2018 - 04.2019
Deputy Manager
Kotak Mahindra Bank
02.2018 - 09.2018
Intake Coordinator
United Health Group
01.2016 - 01.2017
Post Graduate Diploma - Financial Planning And Wealth Management
Lambton College of Applied Arts And Technology
Post Graduate Diploma - Banking And Finance
Manipal Academy, Manipal University
BBA - Tourism And Hospitality Management
Guru Gobind Singh Indrapratha University
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