Experienced Insurance Advisor skilled in sales and service. Exceptional at interviewing clients, analyzing needs, and providing tailored advice. Demonstrated proficiency in internal and external underwriting policies. Consistently surpass sales targets to achieve performance goals.
Hi, I’m
Himanshu Rathore
RAIPUR
Summary
Overview
3
years of professional experience
1
Certification
Work History
ICICI PRUDENTIAL LIFE INSURANCERAIPUR
Insurance Advisor
08.2024 - Current
Job overview
- Evaluated individual client needs to identify viable investment prospects and growth opportunities.
- Advised clients on a range of personal finance matters including retirement planning, estate planning, tax strategies and insurance coverage.
- Developed customized investment strategies in accordance with clients' unique financial objectives and available assets.
CA RAJESH AGRAWAL & COMPANYRAIPUR
Assistant Auditor
05.2022 - 11.2024
Job overview
- Identified areas for enhancement in client's financial reporting processes and procedures.
- Produced reports summarizing audit results for presentation to senior leadership.
- Evaluated accounts receivable balances by comparing them with customers' invoices through reconciliations.
- Organized documents in accordance with established policies and procedures, ensuring a logical order.
Education
ISBM UniversityRaipur, Chhattisgarh
Bachelor of Library and Information Science from School Librarianship
05.2023
University Overview
Percentage: 67.6%
Vivekanand CollegeRAIPUR
Bachelor of Commerce - Marketing from Accounting
05.2020
University Overview
Percentage: 49.6%
Mats UniversityRaipur, Chhattisgarh
Diploma in Computer Application
05.2020
University Overview
Percentage: 61%
Lions English Higher Secondary SchoolChampa, Chhattisgarh
12th Commerce
05.2015
University Overview
Percentage: 45.5%
Lions English Higher Secondary SchoolChampa, Chhattisgarh
10th
05.2013
University Overview
Percentage: 54.5%
Skills
- Tally ERP
- Team Collaboration
- Active Listening
- Money Handling
- MS-Office
- Lighthouse ERP
- Problem Solving
- Decision Making
- Time Management
Areas Of Interest
Areas Of Interest
- Cricket
- Riding
Certification
- TALLY ERP 9
- INSURANCE ADVISOR
Languages
Hindi
First Language
English
Intermediate (B1)
B1
Timeline
Insurance Advisor
ICICI PRUDENTIAL LIFE INSURANCE
08.2024 - Current
Assistant Auditor
CA RAJESH AGRAWAL & COMPANY
05.2022 - 11.2024
ISBM University
Bachelor of Library and Information Science from School Librarianship
Vivekanand College
Bachelor of Commerce - Marketing from Accounting
Mats University
Diploma in Computer Application
Lions English Higher Secondary School
12th Commerce
Lions English Higher Secondary School
10th
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