GUNJAN ALAWA
Indore
Summary
With over 4+ years of experience, I am a dedicated and detail-oriented individual who is passionate about delivering excellence. My role involves training distributors and developing customized plans to assist clients in reaching their financial goals.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Assistant Manager
Angel Financial Advisors PVT. LTD.
08.2024 - Current
- Responded quickly & accurately to inquiries from clients regarding their coverage plans.
- Participated in training sessions aimed at improving product knowledge.
- Acted as the primary point of contact for support & policy servicing, enhancing client trust & long-term engagement.
- Collaborated with insurance teams to deliver a seamless sub-brokers experience from prospecting to policy issuance.
- Distributed a wide range of mutual fund products across equity & hybrid categories.
- Explained financial products in simple terms, increasing investor awareness & confidence.
Deputy Assistant Manager
NJ INDIA INVEST PVT. LTD.
12.2020 - 05.2024
- Key responsibilities:
- Results driven professional with a proven track record in Mutual Funds & Insurance, consistently exceeding targets.
- Dynamic leader who successfully managed a team of 120 distributors, driving sales & achieving exceptional results.
- Expertise in the financial industry, leveraging strategic insights to optimize sales & deliver outstanding performance.
Education
MBA - Finance
IMS DAVV
01.2020
B.E. - Electronics and Telecommunications
IET DAVV
01.2017
Skills
- Mutual Funds
- Insurance
- Sales
- Distributor Management
- Client Relationship Management
- Observation
- Decision making
- Communication
- Multi-tasking
- Team Leadership
Accomplishments
- NISM VA certification.
- III Mumbai.
Certification
- Member of Engineering Without Border(EWB), IET DAVV.
- Worked as a coordinator in AKSHANK 2016.
- Worked as a organizing committee in AAKSHANK 2017.
- Cleared the NISM VA certification.
Timeline
Assistant Manager
Angel Financial Advisors PVT. LTD.
08.2024 - Current
Deputy Assistant Manager
NJ INDIA INVEST PVT. LTD.
12.2020 - 05.2024
B.E. - Electronics and Telecommunications
IET DAVV
MBA - Finance
IMS DAVV
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