Prasanna Iyer

Prasanna Iyer Email and Phone Number

Financial Planner Helping Families And Professionals Build Wealth In The Greater Melbourne Area @ Insure Mate Pty Ltd

Prasanna Iyer's Current Company Details

Insure Mate Pty Ltd

Financial Planner Helping Families And Professionals Build Wealth In The Greater Melbourne Area

Prasanna Iyer Work Experience Details

  • Principal Financial Adviser
    Insure Mate Pty Ltd ['Nov 2020', 'Present']
    Melbourne, Victoria, Australia
    • Providing Advice Life Insurance, Superannuation and Investment Options – Specialising in Life Insurance, Income Protection, Total Permanent Disability, Trauma and Business Expense covers• Helping everyday Australians protecting their Lifestyle and giving them peace of mind• Changed the business structure to form Insure Mate Pty Ltd
  • Financial Advisor
    Insure Mate ['Jun 2018', 'Nov 2020']
    Melbourne, Victoria, Australia
    • Providing Advice Life Insurance, Superannuation and Investment Options – Specialising in Life Insurance, Income Protection, Total Permanent Disability, Trauma and Business Expense covers• Helping everyday Australians protecting their Lifestyle and giving them peace of mind• Changed the business structure to form Insure Mate Pty Ltd
  • Customer Value Specialist
    Suncorp Group ['Jan 2017', 'Oct 2018']
    Melbourne, Victoria, Australia
    • Outbound Customer Value Specialist in our private health & general insurance space is to connect our customers with new and better products and services to meet their needs.• Been working on various campaigns and supported several brands, demographics and customer segments
  • Senior Manager - Corporate Solutions
    Aditya Birla Insurance Brokers Ltd. ['Feb 2013', 'Jul 2014']
    Bengaluru, Karnataka, India
    • Assist the Senior Management and National Manager in all aspects of client services including client contact, administration, and business development.• Focus on multiple classes – Employee Benefits, Health, Gratuity, Property, Liability, Workers Compensation, Investment Management , Fund Management Superannuation & Retirement planning to name a few. • Demonstrated ability to acquire, manage and work on ROI in time in line with Fund Managers & Market Analysis’s moved the Funds into… Show more • Assist the Senior Management and National Manager in all aspects of client services including client contact, administration, and business development.• Focus on multiple classes – Employee Benefits, Health, Gratuity, Property, Liability, Workers Compensation, Investment Management , Fund Management Superannuation & Retirement planning to name a few. • Demonstrated ability to acquire, manage and work on ROI in time in line with Fund Managers & Market Analysis’s moved the Funds into Moderate to Aggressive Instruments to achieve maximum yield and understand an awareness of the client’s business and insurance needs Show less
  • Vice President
    Fiducial Insurance Brokers Pty Ltd ['Dec 2011', 'Dec 2012']
    Bengaluru, Karnataka, India
    • Management duties as Head of the Underwriting and New Business acquisition team• Develop strategy to create a niche target market for the Organisation, successful in Establishing, development and maintenance of long-term relationships with key decision makers• Successfully setup the entire new branch, provided technical training, mentoring and help to ensure the team achieved their KPI’s
  • Chief Manager
    Kotak Mahindra Old Life Insurance Limited ['Jun 2009', 'Nov 2011']
    Bengaluru, Karnataka, India
    • Managing and growing a portfolio of profitable business customers in a defined geographical market• Manage team of Account executives and and Retention Team• Sourcing and relationship management quality got new accounts for & to grow the Bank's business lending portfolio & Corporate Insurance • Designing, implementing and monitoring an annual portfolio business including marketing and business plan to achieve desired portfolio growth

Prasanna Iyer Education Details

  • Kaplan Professional
    Financial Planning And Services 2020 - 2023
  • Anziif
    Asic Tier 1 Insurance Broking Licence 2016 - 2016
  • Integrity Education Group
    Financial Planning And Services 2015 - 2016
  • Insurance Institute Of India
    Broking Licence 2011 - 2011
  • Indian Institute Of Management Bangalore
    Executive General Management Programme 2002 - 2002
  • Bangalore University
    Economics, History & Political Science 1990 - 1993

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Frequently Asked Questions about Prasanna Iyer

What company does Prasanna Iyer work for?

Prasanna Iyer works for Insure Mate Pty Ltd

What is Prasanna Iyer's role in his/her workplace?

Prasanna Iyer's role in his/her workplace is Financial Planner Helping Families And Professionals Build Wealth In The Greater Melbourne Area.

What are some of Prasanna Iyer's interests?

Prasanna Iyer has interest in Cricket, Cooking, Family Activities, and Playing Golf.

Who are the industry peers of Prasanna Iyer at other companies?

Prasanna Iyer's peers at other companies are Kerri Bellew, Lauren Hull, Anthony Fleming, Rhod Mckensey, Cler Faraone, and Cate Quirk. and Harmeet Saini. Prasanna Iyer's peers at other companies are Kerri Bellew, Lauren Hull, Anthony Fleming, Rhod Mckensey, Cler Faraone, and Cate Quirk. and Harmeet Saini.