Ankita Rathod
@ankitarathod2
Finance professional with insurance experience in client servicing, portfolio management, and financial needs analysis.
IndiaWhat I'm looking for
At India First Life Insurance, I managed relationships with existing clients, conducted financial needs analysis, and recommended suitable insurance solutions. I also assisted with portfolio reviews and policy servicing, renewals, documentation, and query resolution.
At ICICI Prudential life insurance company, I managed relationships with advisors and provided training on products and business processes. Earlier, at Idealcrew Technology, I managed recruitment processes, coordinated with clients and hiring managers, and maintained recruitment data.
Experience
Work history, roles, and key accomplishments
Senior Business Development Manager
India First Life Insurance
Aug 2025 - Aug 2026 (1 year)
Managed client relationships, conducted financial need analysis, and recommended insurance solutions. Coordinated with internal teams for policy issuance and provided end-to-end customer service.
Unit Manager
ICICI Prudential Life Insurance Company
Oct 2023 - Jul 2025 (1 year 9 months)
Managed recruitment and training for advisors, developed recruitment strategies, and provided guidance on business processes. Ensured advisors adhered to financial analysis and business process requirements.
HR Recruiter
Idealcrew Technology
Aug 2022 - Jun 2023 (10 months)
Managed end-to-end recruitment including sourcing, screening, and scheduling interviews. Coordinated with clients and hiring managers to understand requirements and maintained recruitment data.
Education
Degrees, certifications, and relevant coursework
DY Patil University Pune
MBA, Finance
Grade: 8.89 CGPA
Pursuing an MBA in Finance at DY Patil University Pune, expected to complete in 2026.
Savitribai Phule Pune University
Bachelor of Commerce, Commerce
Grade: 68.04
Completed Bachelor of Commerce (B.Com) from Savitribai Phule Pune University in 2022.
Max Edutech
SAP FICO Training, SAP FICO
Completed SAP FICO training at Max Edutech.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Salary expectations
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