Summary
Overview
Work History
Education
Skills
Interests
Software
Timeline
Generic

Chirag Wadher

Banking & Insurance
403, 4th Floor, Ram Niwas Building, Kisan Nagar 1, Wagle Estate, Thane (W), Mumbai, Maharashtra

Summary

Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level FSC position. Ready to help team achieve company goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

4
4
years of professional experience
3
3
years of post-secondary education
4
4
Languages

Work History

Financial Services Consultant

ICICI Prudential Life Insurance
Mumbai
11.2021 - Current
  • Educated clients on insurance policies and procedures.
  • Met with customers to provide information about available products and policies.
  • Conducted research and identified market trends to develop better strategies for sales.
  • Generated leads through cold-calling, networking and other outreach methods.
  • Analyzed customer needs to provide customized insurance solutions.
  • Calculated premiums and established payment methods for sales.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Collected premiums on or before effective date of coverage.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Designed presentations and marketing materials to promote insurance products.

Sr. Executive

I process
Mumbai
02.2021 - 10.2021
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Developed and maintained relationships with customers, lenders and other third parties.
  • Approved loan applications based on customer creditworthiness and provided detailed financial advice.
  • Monitored pipelines to track and log status of loans.
  • Identified opportunities to cross-sell and upsell loan products to customers.
  • Processed loan applications and monitored progress from start to finish.

Phone Banking Officer

Modern Business Solution
Mumbai
05.2019 - 11.2020
  • Helped customers complete online banking services and assisted with user access problems such as forgotten passwords.
  • Completed transactions for customers and capitalized on opportunities to cross-sell products and services.
  • Improved customer satisfaction by going above-and-beyond to answer questions and offer expert support.
  • Stayed current on changing products, services and policies to offer exceptional service to customers.
  • Selling lombard health policy on inbound call .
  • Developed advanced product knowledge to share current information while generating and delivering products quotes.

Education

B.com - Commerce

Gurukul College of Commerce
Mumbai
10.2017 - 04.2019

H S C - Commerce

N.KT.T College Of Commerce
THANE MUMBAI
06.2014 - 05.2016

S S C - SCHOOL

J N S HIGH SCHOOL
MUMBAI
04.2001 -

Skills

    Product knowledge

undefined

Interests

Playing cricket

Video game

Acting & dance

Software

Ms excel

Ms word

VB

Timeline

Financial Services Consultant

ICICI Prudential Life Insurance
11.2021 - Current

Sr. Executive

I process
02.2021 - 10.2021

Phone Banking Officer

Modern Business Solution
05.2019 - 11.2020

B.com - Commerce

Gurukul College of Commerce
10.2017 - 04.2019

H S C - Commerce

N.KT.T College Of Commerce
06.2014 - 05.2016

S S C - SCHOOL

J N S HIGH SCHOOL
04.2001 -
Chirag WadherBanking & Insurance