Meticulous professional with expertise in wealth management and client counseling. Evaluates client financial needs and risk tolerance to inform strategies and increase revenue. History of helping clients reach financial goals.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Corporate Agency Manager
Hdfc Life
Mumbai
02.2019 - 10.2023
Provided expertise on the features of various insurance policies and assisted customers in selecting suitable plans.
Developed relationships with potential clients to generate leads for bancassurance sales.
Conducted presentations and seminars to educate customers about different types of insurance products.
Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
Provided training support to junior staff members on product knowledge, sales techniques.
Followed up with customers after purchase to ensure satisfaction with service provided.
Identified opportunities for cross-selling additional products or services to existing customers.
Adhered to compliance standards set by regulatory bodies such as IRDAI regulations.
Participated in trade shows, conferences, and other events to promote bancassurance solutions.
Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Achieved repeat business and referrals through personalized services.
Provided support and guidance to colleagues to maintain a collaborative work environment.
Independent Financial Advisor
Self Employed
Dahanu
10.2017 - 01.2019
Implemented financial plans and insurance strategies specifically tailored to client's financial goals.
Developed long-term relationships with clients through regular meetings and reviews of their investments.
Profiled and analyzed investment products to devise financial strategies, meeting client financial needs and forecasting opportunities with highest return on investments.
Prepared detailed financial plans for clients by assessing their current financial situation and future goals.
Expertly managed client portfolios to maximize returns and maintain risk tolerances.
Counseled clients on financial matters and provided recommendations on investment opportunities, products, and services based on client needs and asset availability.