Summary
Overview
Work History
Education
Skills
Languages
Accomplishments
Timeline
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Akshaykumar Kesharwani

Tirora

Summary

Seasoned Financial Service Consultant with a proven track record at Icici Prudential Life Insurance Co Ltd, adept in insurance and portfolio management. Excelled in fostering client relationships, enhancing financial strategies, and boosting revenue through innovative solutions. Demonstrates exceptional analytical skills and a commitment to achieving clients' long-term financial objectives. Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.

Overview

9
9
years of professional experience

Work History

FINANCIAL SERVICE CONSULTANT.

Icici Prudential Life Insurance Co Ltd
Nagpur
07.2023 - Current
  • Managed client portfolios to optimize financial performance and meet investment objectives.
  • Analyzed client capital structures and plans and recommended products and financial strategies to meet needs.
  • Established strong and positive working relationships within organization to contribute to team success.
  • Assisted clients in developing strategic plans to meet long-term financial goals such as retirement or college savings plans.
  • Developed and maintained relationships with customers and assisted in generating sales opportunities.

Relationship Officer

Aditya Birla Sun Life Insurance Co Ltd
Tirora
10.2022 - 03.2023
  • Analyzed client capital structures and plans and recommended products and financial strategies to meet needs.

Sales Manager

Akash Agency
Tirora
12.2018 - 08.2022
  • Resolved customer complaints regarding sales and service.
  • Developed sales plans, goals, strategies and objectives to achieve team goals and revenue objectives.

Business Owner

Family Business
Tirora
01.2016 - 01.2018
  • Contributed innovative ideas and solutions to enhance team performance and outcomes.
  • Promoted business on social media platforms to maximize brand identity and generate revenue.

Education

B.Com - Financial Accounting.

Chaudhary Charan Singh University Meerut.
Prayagraj
08-2016

Hardware And Networking. -

Unisoft Technology Nagpur
Nagpur
01-2014

HSSC -

Shahid Mishra High School
Tirora
02-2012

SSC -

Shahid Mishra High School
Tirora
03-2010

Skills

  • Insurance planning
  • Portfolio management
  • Financial planning
  • Debt management
  • Tax planning
  • Investment strategies

Languages

Hindi
First Language
English
Elementary (A2)
A2
Marathi
Elementary (A2)
A2

Accomplishments

  • Received the 2024 Head Of Sales ConClave award for enhancing sales by 216% through marketing .

Timeline

FINANCIAL SERVICE CONSULTANT.

Icici Prudential Life Insurance Co Ltd
07.2023 - Current

Relationship Officer

Aditya Birla Sun Life Insurance Co Ltd
10.2022 - 03.2023

Sales Manager

Akash Agency
12.2018 - 08.2022

Business Owner

Family Business
01.2016 - 01.2018

B.Com - Financial Accounting.

Chaudhary Charan Singh University Meerut.

Hardware And Networking. -

Unisoft Technology Nagpur

HSSC -

Shahid Mishra High School

SSC -

Shahid Mishra High School
Akshaykumar Kesharwani