1. Madhwan Kakar
B.COM,PGDCA,MBA(MARKETING),MBA(FINANCE)
Mobile: 91-9646102003
Email: madhwan_1@rediffmail.com
Overview:
• A competent professional with 10+ years of experience in CUSTERMER SERVICING,
RELATIONSHIP BUILDING and BUSINESS DEVELOPMENT.
• Excellent communication and presentation skills with high customer and quality focus
• Problem solving attitude with good decision making skills
• Good understanding of Finance(Loans and Advances) and Life Insurance Policies
• Proven ability to lead and motivate teams to ensure on time & high quality delivery
• Effective Quality Planning and Management
• Expert in Life Insurance prodcuts
Area of Expertise: -
• Customer Engagement & Expectation/Escalation
Management
• Strategic Planning
• Relationship Building
• Business Development
• Expertise on tools like State Bank of India Easy
Eccess, Araam,WebMail, Expense Management
• Expertise in banking and Insurance: Retail and
Corporate
Salient Achievements:
• Effeciently participated in the intiative taken by the company and got Awarded as
Top recruiter of the Financial Advisors for the month of April-May 2014.
• Got Boat(Momento) from the HDFC Bank Group for the emplyee of the month for Feb 2009
for Customer servicing and satisfaction.
• Interacted with 13 different banks while working in SWANI MOTORS PVT LTD for the
recovery of Last 5 years earned income (unclaimed and not knownby the company also.)
• Restlessly worked for 24*7*90 to make Branch The Five Star Branch(Top Performing Branch
in terms of Sales, Customer servicing and Income) for the quarter Jan-March 2007.
Work Experience:
Unit Manager – June 2013 - Present
State Bank of India LIfe Insurance Co. Ltd.
• Successfully managing 44 members team across different geographic locations
• Imparting trainings to the team members about the State bank of India Life Insurance
policies to enhance the Business.
• Continuous servicing customers regarding buying new life insurance policies, policy
servicing, queris regarding their fund values, fund switchings, their withdrawls.
• Effective contribution in initiative taken by the company in making India goGreen(Saving
Trees) by making customers educated regarding using epapers rather than solid papers
• Performed the Recrutment task initiated by the company to grow its Advisors Strength. Did

2. • number of Activities like presentations, two way communication meetings, Flier distribution,
mails and Telephonic Communications etc and got awarded Top Recruiter of Finacial
Advisors for the month of April May 2014.
• Managing MIS for Monthly Status Reports/Issues for Upper level management meetings
Finance Manager – May 2011 – June 2013
Swani Motors Pvt Ltd.(Maruti Udhyog)
• Turned around a troubled Finance project by streamlining the processes and setting right
expectations with release 5 years unclaimed earned money from 13 different
banks(Unknown amount to the company)
• Ensured quality and on time deliveries of Financed Amount by establishing proper
processes, reviews, gate checks
• Significant reduction in Customer Compalints through lessons learnt and Services provided
• Defined impact training to the team whhich helped to improve the quality of release of
payment to the company, TAT was reduced & increase in income was achieved
• Established processes and checklist after brainstorming with team which empowered the
team to handle the customer and releases of payment effectively. This helped in reducing
heavy management involvement
• Achieved significant positive change in motivation level of team of 20 Finance Executives
and 20 Sales Executives through quarterly appraisal & continuous feedback
Personnal Banker – Nov 2008 - Oct 2009
Hdfc Bank Ltd.
• Interfaced with group of 700 HNI Clients of the bank.
• Gap Analysis for existing income via HNI portfolio over required Income to the Bank.
• Recommendations to the clients for having new products and enhancing utiilisation of
existing services of the bank.
• Awarded with The Boat(Momento) for effectively utilizing available tools for rendering
excellent services to the customers.
• Maintained Record of Every Moment of HNI Client with the bank as gesture of Relationship
Building. As a result enhanced cliantage by more 200 numbers in a short span.
Territory Manager – July 2005 – Nov 2008
Max New York Life Insurance Co. Ltd.
• Prepared and developed test strategies, estimation, resource planning.
• Implemented required trainings to the team members for business development and
Customer Servicing.
• Implemented smart techniques in recuiting team members and business development
which resulted in significant productivity.
• Gap Analysis in existing portfolies for continuous improvement

3. • Implemented test case review process to improve quality of test cases. This resulted in good
amount of improvement in test case efficiency metric
• Collecting and Analyzing Testing Metrics & Managing Jira Dashboard
• Identified and implemented new testing process which helped to capture new Business and
Customer Satisfaction
• Through product and domain knowledge transfer sessions, achieved cross training of
products within team and made the team independent to handle various deals
Education & Certifications:
• Graduation in Commerce, Punjab University
• Post Graduate Diploma in Computer Applications
• Post Graduate Diploma in Business Administrations (Marketing) from Symboisis University.
Pune
• Masters in Business Administration in Finance, Punjab Technical University.
• Certification in Insurance Regulartory and Authority of India (to be able to work in Insurance
Industry)
• Certification in All Mutual Fund Accossiation of India, (AMFI)
• Languages: Java(Beginner), HTML(Beginner), CSS(Beginner)