9022607001
PRUTHVI SRINIVAS SIRIMALLE
[email protected] Flat No 201 2nd Floor B Wing Bldg No 1 Khoni Gaon Village, Near
Gaushala Next To Koni Gaon Bridge, Parol Road, Bhiwandi Dist Thane
421308
22/06/1999
https://www.linkedin.com/in/pruthvi-sirimalle/
EXPERIENCE
OBJECTIVE Life Insurance Corporation of India (LIC) September 2017 -
September 2021
To use my skills in the best possible way for achieving LIC Agent (Freelancer)
the company’s goals. Term Life Insurance, Whole Life Insurance, Endowment Plans, Unit-Linked Insurance Plans, Child
Plans, Pension Plan. General Insurance etc.
SKILLS
Teleperformance Business Services India Limited September 2020 - April
2022
Personal Finance
Customer Service Associate
Retirement Planning
Taxation Kotak Mahindra Bank - Credit Card Sales (Secured & Unsecured)
Investment Planning ICICI Prudential Asset Management Company April 2022 - July 2023
People Skills Virtual Relationship Manager
INTERESTS Managing a Set of 1600 Client, and looking AUM of 52 Crore. Advising My Clients Through Financial
Product like, Mutual funds, Fixed Income, PMS & AIF Services. Mutual Fund Sales & Service - Aquire
New Clients & Upgrade the Exiting Clients AUM.
Finance
Business Management Bajaj Capital November 2023 - Till
Now
LANGUAGE Relationship Manager
BajajCapital is India’s premier investment services group engaged im in the distribution of mutual
English funds, insurance, ULIP, Corporate fixed deposits, bonds, NPS, etc.
Telugu
Hindi
Marathi EDUCATION
ACTIVITIES
S.S.C , Bhavana Rushi Telugu Madhyamik Vidyalay, Bhiwandi Passing Year - 2014
LIC Service Campaign S.S.C
Mutual Fund Awareness Campaign
S.S.Sangh's Jr.College Passing Year - 2016
Health Check up Camp on the 21st May 2024 at WeWork
H.S.C
Thane
Personal Nutrition & Retirement Planning Camp on the 19 Swayam Siddha Mitra Sangh's Degree College Passing Year - 2019
July 2024 at Co Working Space AWFIS Thane B.Com
INTERNATIONAL COLLEGE OF FINANCIAL PLANNING Passing Year - 2023
Diploma in Wealth Management
ACHIEVEMENTS & AWARDS
1) Shourya parva Award_2018 in the hand's of Marathi Serial actor HARISH DUDE -
(LIC Of India)
2) Rashtra Gaurav - Thane Gaurav 2018 & 19 (LIC Of India)
3) Got Appreciation Mail From KOMAL NARAG (ICICI Prudential AMC Country Head of Customer
Engagement)
4) Created a Milestone by Doing 109 Self Source New Clients Acquisition in a Single
Month of September 2022, (as per KPI, NCA Target is 5 Per Month)
5) Created a Milestone by Doing 50 BAF Fund Activation in a Single Day on 28th
February 2023 (as per KPI month Target is 8)
6) Qualified in Sparkle as Stunning Debutant for Quarter of July to September 2022
for Closing 1.39 Cr Equity Net Sales and 109 NCA.
7) Qualified for AMAZE, given speech how i did NCA Milestone. (Available in
IPruconnect.com, Amaze is the employer's Achievement Catlog of ICICI Pru AMC)
8) Self Source 3 Lac Freedom SIP from NCA, and Qualified for INTERNATIONAL
SALES CONFERENCE 2023 AT BAKU AZERBAIJAN in the Month of April 2023
INTERNSHIP
Bajaj Capital - (5 Months Internship Complete From November 2023 - March 2024)
