Siddesh Patne

Recruitment and Development Senior Manager at Kotak Life

Role
Recruitment and Development Manager at Kotak Life
Location
Mumbai, MH, IN
LinkedIn followers
500 followers
Human ResourcesView LinkedIn profile

About Siddesh Patne

I am a Financial Advisor and Wealth Manager with over 8 years of experience helping…

Experience

  1. Recruitment and Development Manager

    Kotak Life

    Jul 2019 — Present

    Develop strategies to get the word out about the company and drive, recruit and develop a team of qualified advisors2. Ensure that advisors undergo proper training on product, regulations and other selling inputs3. Train, Guide and Monitor activities of advisors to achieve their individual targets4. Evaluate and Optimize marketing strategies and evaluate the Management Information Systems 5. Understand Market trends, analyse Data and prepare forecasts 6. Co-ordinate with advisors to upgrade their performance and Generate new business leads7. Conduct practical product training by accompanying the advisors in their client meetings8. Build sustainable relationships and partnerships with other key players such as vendors, advertising agencies, creative artists and event planners as per the need9. Carry out various promotional activities for sales as well as for recruitment10. Accountable for revenue generation and achievement of business targets11. Conduct and Train Selling Skills Workshop and Customer Centric Development Workshop for Advisors, Distributers and Employees of Kotak Life12. Conduct Business Opportunity Presentation for the Prospective Life Advisors (Handling a team of 30+ advisors, Received recognition for professionalism and Behaviour)

Education

  • St. Joseph High School

    Ssc

  • Ramanand Arya D A V College

    Bachelor's degree, Accounts and Finance

    2008 — 2011

Skills

  • Financial Reporting
  • Internal Controls
  • Financial Accounting
  • Ifrs
  • Mis
  • Internal Audit
  • Management
  • Financial Analysis
  • Corporate Finance
  • Auditing
  • Due Diligence
  • Accounting

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Siddesh Patne — Recruitment and Development Manager at Kotak Life in Mumbai, MH, IN | Unifers