Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
AssistantManager
GUNJAN ALAWA

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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