Open To Work
Anshu Sen Gupta
Daltonganj
Summary
Seasoned Financial Services Consultant with a solid background in financial planning, wealth management, and investment strategies. Demonstrated abilities in client relationship management and strategic market analysis to drive revenue growth. Strong problem-solving skills with a focus on providing optimal solutions for clients' financial goals. Made significant contributions to enhancing operational efficiency and strengthening compliance measures in previous roles.
Overview
4
4
years of professional experience
Work History
Financial Service Consultant
ICICI PRUDENTIAL LIFE INSURANCE
KOLKATA
12.2022 - Current
- Achieved targets consistently through effective strategies and relationship management.
- Cultivated strong client relationships to facilitate cross-selling and upselling opportunities.
- Managed financial portfolios, ensuring alignment with client goals and risk profiles.
- Developed comprehensive financial plans tailored to individual client needs.
- Oversaw Management Information Systems (MIS) to enhance data accuracy and reporting.
- Provided advice on retirement planning, estate planning, asset management, insurance, tax preparation, and other financial services.
- Cultivated relationships with existing clients by providing timely updates on their investments.
- Researched market trends and made recommendations for portfolio adjustments accordingly.
- Analyzed data from various sources to create comprehensive reports for clients.
Business Development Executive
Extramarks Education India Pvt. Ltd
KOLKATA
02.2022 - 03.2022
- Successfully converted interested clients into sales, meeting and exceeding revenue targets.
- Executed strategic outreach to generate potential customer leads.
- Leveraged Salesforce for efficient Customer Relationship Management.
- Fostered strong post-sales relationships to ensure repeat business.
Education
B.B.A.(H) -
NSHM KNOWLEDGE CAMPUS
Durgapur06-2022
Senior Secondary - Science
M. D. N. G. G. P.S
DALTONGANJ03-2018
Matriculation -
M.K.D.A.V Public School
DALTONGANJ03-2015
Skills
- Microsoft Office software expertise
- Portfolio management
- Client relationship management
- Analytical thinking
- Verbal and written communication
- Collaborative teamwork
- Rapid adaptability
- Stress resilience
- Information gathering
- Market analysis
- Data analysis
- Customer service
- Wealth management
- Relationship management
- Financial market
- Canva software
Hobbies and Interests
- Nature Photography
- Cricket
- Listening Music
- Cooking
Disclaimer
I hereby declare that the above details furnished by me are true to my knowledge and to the best of my abilities.
Languages
- English
- Hindi
- Bengali
Personal Information
- Date of Birth: 04/29/99
- Gender: Male
- Marital Status: Single
Work Preference
Job Search Status
Open to workWork Type
Full TimePart TimeSalary Range
₹45000/yr - ₹200000/yrTimeline
Financial Service Consultant
ICICI PRUDENTIAL LIFE INSURANCE
12.2022 - Current
Business Development Executive
Extramarks Education India Pvt. Ltd
02.2022 - 03.2022
B.B.A.(H) -
NSHM KNOWLEDGE CAMPUS
Senior Secondary - Science
M. D. N. G. G. P.S
Matriculation -
M.K.D.A.V Public School