Summary
Overview
Work History
Education
Skills
Languages
Accomplishments
Timeline
Generic
Gaurav sharma

Gaurav sharma

Chirawa Jhunjhunu

Summary

Dynamic Insurance and Finance Advisor at Discovery Commercial Solutions, adept at delivering tailored financial strategies and fostering client relationships. Proven expertise in financial analysis and risk assessment, driving client satisfaction and achieving sales targets. Committed to regulatory compliance and enhancing client trust through effective communication and negotiation skills.

Overview

6
6
years of professional experience
3
3
years of post-secondary education

Work History

Insurance and Finance Advisor

Discovery commercial solutions
Chirawa
01.2019 - 11.2024
  • Advised clients on investment strategies and financial planning options.
  • Analyzed market trends to recommend suitable financial products.
  • Conducted comprehensive financial assessments for individual clients.
  • "Experienced Quality Insurance Advisor with expertise in providing clients with customized insurance solutions, policy analysis, and claim assistance. Skilled in understanding customer needs, maintaining long-term relationships, and achieving sales & service targets. Strong knowledge of life, health, and general insurance products with proven ability to deliver financial security and trust to clients."

Education

Bachelor of Arts - Arts Education

Calorx Teacher's University
Ahmedabad
04.2015 - 12.2017

Skills

  • Financial analysis
  • Investment strategies
  • Market research
  • Risk assessment
  • Financial Planning & Advisory
  • Insurance Product Knowledge (Life, Health, General)
  • Risk Assessment & Policy Matching
  • Customer Relationship Management (CRM)
  • Sales & Business Development
  • Claims Assistance & Settlement Support
  • Regulatory Compliance (IRDAI Guidelines)
  • Communication & Negotiation Skills
  • Market & Competitor Analysis
  • Networking & Team Collaboration

Languages

Hindi
First Language
English
Elementary (A2)
A2

Accomplishments

  • City President, Vishva Hindu Parishad (VHP), Chirawa

Timeline

Insurance and Finance Advisor

Discovery commercial solutions
01.2019 - 11.2024

Bachelor of Arts - Arts Education

Calorx Teacher's University
04.2015 - 12.2017
Gaurav sharma