Summary
Overview
Work History
Education
Skills
Websites
Skills Proficiency - Computer It
Certificates And Education
Personal Information
Professional Forums
Extracurricular Activities
Hobbies and Interests
Projects
Disclaimer
Timeline
Generic
Ankit Kumar Jha

Ankit Kumar Jha

Delhi

Summary

To apply my comprehensive business education and analytical skills to drive strategic initiatives, enhance operational efficiencies while continuously expanding my knowledge and expertise. Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.

Overview

1
1
year of professional experience

Work History

Insurance Advisor

Ages Federal Insurance
DELHI
01.2023 - 09.2023
  • Provided advice to clients on the most suitable insurance policies for their individual needs.
  • Developed and implemented strategies to maximize customer satisfaction.
  • Researched and analyzed market trends, competitor offerings, and industry regulations.
  • Educated clients on the features of various insurance products and services.
  • Negotiated terms and conditions of policies with clients to obtain best possible coverage at lowest cost.
  • Maintained accurate records of client profiles, policy details, and payment histories.

Education

MBA (IV Sem.) - Finance And Marketing

Institute of Professional Education & Research
Bhopal Madhya Pradesh

B.COM (Accounting honors) -

Lalit Narayan Mithila University

HSSCE (commerce) -

C.B.S.E, New Delhi

SSC -

C.B.S.E

Skills

  • Policy analysis
  • Financial Planning
  • Claims Management
  • Customer Service

Skills Proficiency - Computer It

MS Office, G-Suite

Certificates And Education

  • NISM Series V-A Mutual Fund Distribution Certificate, the fundamentals of mutual funds, including their structure, types, regulations, and distribution practices
  • IC - 38 Insurance Adviser Certificate, Insurance Regulatory and Development Authority of India, Introduction to the insurance sector, and the importance of insurance

Personal Information

  • Father's Name: Mr. Madan Mohan Jha
  • Date of Birth: 06/29/2001

Professional Forums

Management Fest Committee, in charge of planning different ideas and captions for social media posts, handled social media accounts of the college for promotions and invitations, and coordinated with all other committees for photos and information, worked with the team treasure hunt

Extracurricular Activities

Participated in the sports carnival in cricket tournaments held at IPER Group of Institutions, Bhopal

Hobbies and Interests

  • Traveling
  • Gym workouts

Projects

Know Your Customer (KYC), in this market activity, research has been done on service standard surveys in online investment portals

Disclaimer

I hereby declare that the above information is true to the best of my knowledge.

Timeline

Insurance Advisor

Ages Federal Insurance
01.2023 - 09.2023

MBA (IV Sem.) - Finance And Marketing

Institute of Professional Education & Research

B.COM (Accounting honors) -

Lalit Narayan Mithila University

HSSCE (commerce) -

C.B.S.E, New Delhi

SSC -

C.B.S.E
Ankit Kumar Jha