Mitali Sikdar
Life Planner At TATA AIA
Kolkata
Summary
Adept at simplifying complex financial concepts, I empowered TATA AIA Life Insurance clients to secure their future through sound decision-making and personalized investment strategies. My approach, blending excellent communication with financial planning expertise, significantly enhanced client satisfaction and retention. Additionally, my tenure as a Home Tutor honed my ability to motivate and educate, underscoring my commitment to client success and professional growth.
Overview
7
7
years of professional experience
3
3
Languages
Work History
Life Planner
TATA AIA Life Insurance
06.2024 - Current
- Simplified complex financial concepts for clients, empowering them to make sound decisions regarding their future wellbeing.
- Navigated challenging economic environments successfully by adapting investment strategies according to changing market conditions.
- Increased efficiency by implementing new software tools for tracking client progress and managing appointments.
- Streamlined the life planning process for clients with clear communication and detailed documentation.
- Improved client satisfaction by conducting comprehensive financial needs assessments and developing personalized life planning strategies.
- Established long-lasting relationships with clients through trust, empathy, and professionalism during the life planning process.
- Enhanced client retention through regular follow-up meetings and timely updates on their financial plans.
Home Tutor
Bengali and History Upto Class 10 at WBBSE Board
11.2017 - 11.2019
- Helped students prepare for tests and exams by providing guidance, motivation, and encouragement.
- Developed student confidence through positive reinforcement strategies.
- Created lesson plans, review worksheets and practice tests to prepare students for weekly tests and quizzes.
- Communicated with parents and teachers on students' progress.
Education
Bachelor Of Arts - Arts
Srikrishna College
Bagula08.1992
Skills
Insurance decisions
Additional Information
Date of Birth - 18th August, 1972
Nationality - Indian
Marital status - Married
Gender- Female
Religion - Hinduism
Category - Scheduled Caste
Timeline
Life Planner
TATA AIA Life Insurance
06.2024 - Current
Home Tutor
Bengali and History Upto Class 10 at WBBSE Board
11.2017 - 11.2019
Bachelor Of Arts - Arts
Srikrishna College
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