Ravi joined Certus Capital in January 2023. He has 17 years of experience in insurance, real estate & financial services. His expertise includes operations and managing internal clients and distributors. He is a part of the fund raising and business development team.

He holds an MBA in Marketing from Symbiosis, Pune.

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Career Flashback

  • 2015-2023

    Piramal Fund Management Pvt Ltd, Delhi NCR – Senior Manager

    • Managing distributors across NCR and North Region
    • Handling marketing and promotional activities for North and East
    • Handling operations for loan disbursals through NBFC (TATA Capital &
      India-bulls) and banks (ICICI & HDFC) for units booked through BRICKEX
    • Imparting training to channel partners across Delhi/NCR to improve sales
    • Managing investors relations for all clients invested in the IndiaREIT fund
  • 2012-2015

    Maverick Financial Solutions, Chandigarh – Partner

    • Handling operations for cases logged in insurance,
      mutual funds and getting them issued
    • Handling customer queries and providing them with best alternatives
  • 2010-2012

    Bajaj Allianz Life Insurance, Chandigarh – Sr. Relationship Manager

    • Handling Bancassurance Channel across Northern India especially Punjab, Haryana,
      Himachal and J&K Region
    • Maintaining relationships with regional managers, branch managers, team
      leaders and cluster managers
  • 2007-2010

    Bharat AXA Life Insurance, Chandigarh – Branch in-charge (Operations)

    • Underwriting of proposal forms, cash handling and maintaining vault
    • Preparing weekly & monthly MIS of proposals received
    • Providing operational training to financial advisors and manager of agency
    • Conducting sales training across branches in Punjab for different channels (Agency, Banca, Direct Sales)
  • 2005-2010

    ICICI Bank Limited, Chandigarh – Sr. Executive Operations

    • Preparing weekly & monthly MIS of proposals received
    • Acted as a mediator amongst the branches in Tricity (Chandigarh, Panchkula,
      Mohali) in terms of processing the CASA cases and getting them active within
      desired TAT

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