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    Rupali, Pune, BDM, IFL

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    Aarti Bhardwaj

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    Rupali, Pune, BDM, IFL

    Uploaded by

    Aarti Bhardwaj
    7 views3 pages

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    Rupali, Pune, BDM,IFL

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    7 views3 pages

    Rupali, Pune, BDM, IFL

    Uploaded by

    Aarti Bhardwaj

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 3

    Name of the Candidate RUPALI HARISH INGALE

    Location Pune
    Channel Banca
    BDM Category B3
    Selection Date 15/01/2024
    NB Metric to be captured Benchmark B3 Category
    LI Experience 1.5 Years 2.5 Years Essential
    PSU Experience 0 Years 2 Years Desirable
    Open Architecture 0 Years 2 Years Essential
    Local Candidate Yes Yes, Local Candidate Essential
    Stability 1.5 Years 2 Years Essential
    Incentives Earned 15% of fixed + 15% of Fixed Desirable
    Clear Record (No Termination) Yes 0 Essential
    Agent Code (if any) InActive InActive/NOC Essential
    Notice Period 30 Days 30/60 days Essential
    RESUME

    Ms. RUPALI HARISH INGALE


    Email ID- [email protected]
    Cell - +91-8483048667

    SUMMARY
    Self-directed and ambitious commercial banking professional seeking a new role in a same
    Industry.Extensive Knowledge of banking and accounting practices and procedures. Fully
    dedicated to providing account holders with a memorable and pleasant experience, capable of
    supervising and managing others.

    HIGHLIGHTS

    • Broad knowledge of commercial and private banking procedures


    • Strong understanding of compliance and tax planning standards
    • Experience in corporate and small business accounting
    • Knowledge of the loan approval process
    • Risk management training
    • Experiance with debt managment programs
    • Thorough understanding of financial planning process
    • Strong customer service skills
    • Exceptional communication and organizational methods
    • Account balancing and reconciliation experience

    Education Details:

    NAME OF NAME OF NAME OF BOARD/ YEAR PERCENTAGE


    EXAMINATION INSTITUTE UNIVERSITY

    B.com Prof. Ramkrushna Savitribai phule 2017 57.00%


    more college,akurdi pune university

    H.S.C. I.E.S. Girls high Maharashtra state 2014 65.85%


    school Paratwada board

    S.S.C. I.E.S. Girls high Maharashtra state 2012 68.80%


    school Paratwada board

    Experience:

    AGEAS FEDERAL LIFE INSURANCE Company. (Aug 2023 To present)


    Sr Relationship Manager (IDBI Bank)
    • Maintain Relationship With bankers
    • Lead Generation for long term investment
    . • Visit to customer for cold calls
    • solves customer’s query for their investment plans

    HDFC LIFE Insurance Company.Pune. ( Nov 2021 to July 2023).


    Sales Development Manager (IDFC first Bank)
    • fixed deposit customers
    • Maintain relations with bankers
    • Lead generation regarding long term investment
    • Help clients select appropriate financial products.

    Axis Bank, Hinjewadi Pune. ( Nov 2018 to Oct 2021)


    Relationship officer personal loan Dept.
    • Verified customer data and performed credit checks.
    • Responded to customer inquiries in a timely fashion.
    • Analyzed financial reports and compiled data for central branch.
    • Built and maintained relationships with high net-worth clients.

    COMPUTER LITERACY
    • Operating systems Windows.
    • Microsoft Application: MS-Office, TALLY.

    PERSONAL DETAILS
    Name Rupali Harish Ingale
    Date of Birth 24/12/1996
    Language Known English,Hindi,Marathi,
    Permanent Address Nere Dattawadi, Hinjewadi, 411057

    DECLARATION
    This to certify that all the information provided here is correct to the best of my knowledge and
    belief and I promise to abide by all the norms laid by your esteemed Organization.

    Place: Pune

    Date: Rupali H. Ingale

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