Apurva Mahalle
Pune,MH
Summary
Proven leader in the insurance sector, notably with Aditya Birla Sunlife Insurance, where I excelled in portfolio analysis and client investment strategies. My blend of effective team leadership and exceptional customer service skills, coupled with a knack for industry research, has consistently enhanced client satisfaction. Demonstrated time management prowess ensures high productivity and reliability.
Overview
4
4
years of professional experience
Work History
APRM
Aditya Birla Sunlife Insurance Banca Channel
08.2023 - Current
- Analyzing customer's portfolio and recommending their best investments option
- Develop and manage a portfolio
- Prepare & makes presentations
- Industry research and trends analysis
- Gain an understanding of client’s insurance related need
ARM
NIVABUPA HEALTH INSURANCE
03.2021 - 07.2023
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Participated in team projects, demonstrating an ability to work collaboratively and effectively.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
Education
Bachelor of Computer Applications -
Shri Shivaji College
Amravati, India05-2018
Skills
- Effective Team Leader
- Customer Service Skill
- Highly responsible and reliable
- Time Management skills
Timeline
APRM
Aditya Birla Sunlife Insurance Banca Channel
08.2023 - Current
ARM
NIVABUPA HEALTH INSURANCE
03.2021 - 07.2023
Bachelor of Computer Applications -
Shri Shivaji College
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