Sub Broker And Investment Advisor
Independent Consultant
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Sameer Sawant Email & Phone Number
Sub Broker and Investment Advisor
at
Independent Consultant
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✓ Verified Jun 2026
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Current company
Independent Consultant
Role
Sub Broker and Investment Advisor
Location
Pune, Maharashtra, India
Who is Sameer Sawant? Overview
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Quick answer
Sameer Sawant is listed as Sub Broker and Investment Advisor at Independent Consultant, based in Pune, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Sameer Sawant.
Sameer Sawant previously worked as Sub Broker & Investment Advisor at Independent Consultant and Reinsurance Technical Accounts Consultant at Digit Insurance. Sameer Sawant holds Master Of Business Administration - Mba, Finance from Icfai University.
Profile bio
About Sameer Sawant
I am a seasoned insurance and reinsurance professional with over 12 years of extensive experience across the reinsurance spectrum, specializing in technical accounting, reconciliation, and compliance. My career has been defined by my proven ability to manage complex reinsurance operations and build strong relationships with clients and foreign reinsurers.I have successfully led teams in developing and implementing effective reinsurance reporting systems, ensuring strict adherence to statutory and internal audit requirements, particularly within high-growth environments. My expertise spans Reinsurance and coinsurance accounts, investment portfolio management, and project management, positioning me to drive strategic financial success in any organization.With a passion for operational efficiency and regulatory compliance, I excel at collaborating with business leaders to create strategies that support organizational growth and foster continuous improvement.Let’s connect to explore new opportunities and drive impactful solutions in the reinsurance space. I am eager to engage in conversations that lead to strategic advancements and industry innovation.
Listed skills include General Insurance, Insurance, Relationship Management, Mis, and 10 others.
Current workplace
Sameer Sawant's current company
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Independent Consultant
6 roles
Sameer Sawant work experience
A career timeline built from the work history available for this profile.
Sub Broker & Investment Advisor
Current
Independent Consultant
- Key Clients:Prudent Corporate Advisory Services Ltd., and Sakal Money Advisory
- Provide strategic investment advice to medium and small businesses, as well as individual clients, helping them maximize returns while managing risk.
- Conduct comprehensive portfolio reviews and reconstructions, aligning investment strategies with clients' financial goals, market trends, and risk tolerance.
- Develop customized financial plans for clients, offering guidance on mutual funds… Show more Key Clients:Prudent Corporate Advisory Services Ltd., and Sakal Money Advisory
- Develop customized financial plans for clients, offering guidance on mutual funds, tax-saving instruments, and long-term wealth creation strategies.
- Monitor and analyze market trends, continuously updating clients on market developments, ensuring proactive adjustments to portfolios.
Nov 2016 - Present
Reinsurance Technical Accounts Consultant
- Led the preparation of comprehensive reinsurance MIS reports and reinsurer statement of accounts, providing clear insights for decision-making at the senior management level.
- Spearheaded reconciliation efforts with both foreign reinsurers and Indian insurers, ensuring accurate and timely balance settlements, improving financial transparency.
- Managed the settlement of facultative premiums and claims, optimizing payment processes and ensuring adherence to contractual obligations and… Show more
- Managed the settlement of facultative premiums and claims, optimizing payment processes and ensuring adherence to contractual obligations and timelines. Show less
Oct 2019 - Dec 2021
Deputy Manager (Reinsurance Technical Accounts)
- Led cross-functional collaboration with the IT team to develop and implement reinsurance modules for premium and claims systems, streamlining processes for bordereaux management and reinsurance payments.
- Managed Reinsurance Treaty and Facultative MIS, ensuring timely and accurate reporting to internal stakeholders and external reinsurers.
- Prepared and reconciled detailed reinsurer statements of accounts, maintaining financial accuracy, and ensuring alignment with both foreign… Show more
- Prepared and reconciled detailed reinsurer statements of accounts, maintaining financial accuracy, and ensuring alignment with both foreign reinsurers and Indian insurers.
- Oversaw audits within the reinsurance department, acting as the primary audit lead, ensuring compliance with company policies, and maintaining transparency across operations.
- Facilitated monthly closing of reinsurance claims and premium bordereaux, ensuring timely and accurate financial reporting and settlement with reinsurers.
Jan 2007 - Oct 2016
Independent Financial Consultant
Self-Employed
- Provided comprehensive financial planning services to salaried individuals, delivering personalized tax-saving strategies and optimizing investment portfolios.
- Specialized in tax consultancy and liability computation, helping clients minimize tax liabilities and improve financial health through tailored advice.
- Offered expert investment consultancy, guiding clients on long-term wealth creation, diversification, and risk management.
- Served as a financial planning advisor for… Show more
- Served as a financial planning advisor for Aviva Life Insurance Co. Pvt. Ltd., for the period Feb 2005 – Dec 2006, assisting clients with life insurance products and overall financial planning. Show less
Jan 2004 - Dec 2006
Articleship
M/S A.Y. Bhalerao & Co. (Chartered Accountancy Firm)
- Prepared and filed tax returns for individual assesses, ensuring accurate calculations and compliance with tax regulations.
- Conducted internal audits for Public Sector Banks and Co-operative Banks, identifying areas for process improvements and risk mitigation.
- Performed revenue audits for Public Sector Banks, ensuring proper financial reporting and adherence to regulatory requirements.
- Managed accounting services for Private Limited Companies and Proprietary concerns… Show more
- Managed accounting services for Private Limited Companies and Proprietary concerns, maintaining financial records and ensuring compliance with accounting standards.
- Led audits for Private Limited Companies, providing detailed audit reports and recommendations for improving financial and operational efficiency. Show less
Jan 2001 - Dec 2003
8 education records
Sameer Sawant education
Master Of Business Administration - Mba, Finance
M.Com
Hsc And Bachelor Of Commerce (Bcom)
S.P. College, Pune University
Ssc
St. Vincents High School
Associate'S Degree, General Insurance
Mutual Fund Distributor, Mutual Funds, Distinction
Licentiate Degree, Insurance
Fellowship, Insurance
FAQ
Frequently asked questions about Sameer Sawant
Quick answers generated from the profile data available on this page.
What company does Sameer Sawant work for?
Sameer Sawant works for Independent Consultant.
What is Sameer Sawant's role at Independent Consultant?
Sameer Sawant is listed as Sub Broker and Investment Advisor at Independent Consultant.
Where is Sameer Sawant based?
Sameer Sawant is based in Pune, Maharashtra, India while working with Independent Consultant.
What companies has Sameer Sawant worked for?
Sameer Sawant has worked for Independent Consultant, Digit Insurance, Bajaj Allianz General Insurance Co. Ltd., Self-Employed, and M/S A.Y. Bhalerao & Co. (Chartered Accountancy Firm).
How can I contact Sameer Sawant?
You can use AeroLeads to view verified contact signals for Sameer Sawant at Independent Consultant, including work email, phone, and LinkedIn data when available.
What schools did Sameer Sawant attend?
Sameer Sawant holds Master Of Business Administration - Mba, Finance from Icfai University.
What skills is Sameer Sawant known for?
Sameer Sawant is listed with skills including General Insurance, Insurance, Relationship Management, Mis, Claims Management, Team Management, Health Insurance, and Life Insurance.
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