Yash Watkar

Relationship Manager @ICICI Prudential Life Insurance Company Limited

Nagpur, IN

Helped clients plan investments through market-linked ULIP plans and traditional insurance products, ensuring both wealth growth and life protection.• Explained how customers can earn higher returns on their invested money while also securing a life cover.• Guided clients in choosing the right plans based on their financial goals, family needs, and risk appetite.• Managed end-to-end documentation process including KYC, application forms, policy issuance, and compliance requirements.• Built trust-based relationships by simplifying complex investment and insurance products for customers.• Ensured smooth onboarding of clients while maintaining accuracy in records and policy servicing.

Rashtrasant Tukadoji Maharaj Nagpur University (RTMNU)

Bachelor of Business Administration - BBA