Kumar Rajvardhan
Patna
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
4
4
years of professional experience
Work History
Premier Relationship Manager (Assistant Manager)
Max Life Insurance
Patna
06.2022 - Current
- Developed and maintained relationships with high-net-worth clients to identify their financial needs and objectives.
- Provided tailored advice on investments, estate planning, insurance, and banking services.
- Conducted detailed financial analysis of client portfolios and recommended strategies for portfolio diversification.
- Monitored market trends and identified potential opportunities for clients' investments.
Senior Financial Service Manager
ICICI Prudential Life Insurance
Patna
05.2022 - 06.2022
- Communicated effectively and confidently with clients regarding financial activities.
Financial Services Consultant
ICICI Prudential Life Insurance
Patna
07.2019 - 04.2022
- Conducted financial analysis to identify trends in customer portfolios and develop strategies for growth.
- Developed and implemented investment plans tailored to individual client needs and goals.
- Provided advice on retirement planning, estate planning,insurance, tax preparation, and other financial services.
Education
B.tech -
Shivalik College of Engineering
Dehradun 06.2014
Skills
- Excellent Communication
- Value Selling
- Product Recommendations
- Service Assistance
- Client Engagement
- Relationship Building
- Sales Expertise
- Managerial finance
Languages
English
Proficient
C2
Hindi
Proficient
C2
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Quote
The way to get started is to quit talking and begin doing.
Walt Disney
Timeline
Premier Relationship Manager (Assistant Manager)
Max Life Insurance
06.2022 - Current
Senior Financial Service Manager
ICICI Prudential Life Insurance
05.2022 - 06.2022
Financial Services Consultant
ICICI Prudential Life Insurance
07.2019 - 04.2022
B.tech -
Shivalik College of Engineering
Similar Profiles
Dhruv KaushalDhruv Kaushal
Industrial Trainee - Investment & Finance at Axis Max Life Insurance Limited ( erstwhile " Max Life Insurance " )Industrial Trainee - Investment & Finance at Axis Max Life Insurance Limited ( erstwhile " Max Life Insurance " )
NITHIN G.VNITHIN G.V
Agency Development Manager at Axis Max Life Insurance Company Ltd.Agency Development Manager at Axis Max Life Insurance Company Ltd.
Abhishek ChoudharyAbhishek Choudhary
Deputy Manager at Axis Max LIfe InsuranceDeputy Manager at Axis Max LIfe Insurance
ANITHA RANI AANITHA RANI A
ADM & Trainning Manager at Max Life InsuranceADM & Trainning Manager at Max Life Insurance
TARIQUE AHMADTARIQUE AHMAD
Branch Product Head, Wire at Havells India LtdBranch Product Head, Wire at Havells India Ltd