Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
JAY  MEHTA

JAY MEHTA

VAPI

Summary

BBA finance graduate and IRDAI-licensed financial professional with two years of experience in regional insurance consultancy. Drove revenue growth through portfolio optimization and client acquisition. Modernized operations to improve efficiency and support business development outcomes.

Overview

1
1
Certification
2
2
years of professional experience

Work History

Business Development Manager

MEHTA CONSULTANCY
VAPI
06.2024 - Current
  • Supported business expansion as independent IRDAI-licensed consultant and brought in new retail and commercial clients over two years.
  • Reviewed client risk profiles and financial goals to recommend tailored life, health, and general insurance portfolios, lifting total premium to 3 crore per annum.
  • Led local marketing and outreach efforts to grow firm market presence and increase policy renewals by 95%.
  • Used financial modeling and market research to identify underserved client segments, contributing to 100% growth in overall firm revenue.

Education

BBA - FINANCE

SHRINATHJI COLLEGE OF BUSINESS ADMINISTRATION
DAMAN
04-2024

Skills

  • Licensed insurance agent
  • Risk assessment and analysis
  • Business development
  • Client relationship management
  • Insurance compliance expertise
  • Analytical thinking

Certification

  • IRDAI IC-38 Certification Exam
  • NISM-Series-V-A: Mutual Fund Distributors Certification Examination

Timeline

Business Development Manager

MEHTA CONSULTANCY
06.2024 - Current

BBA - FINANCE

SHRINATHJI COLLEGE OF BUSINESS ADMINISTRATION
JAY MEHTA