Mitsu Pandya
Ahmedabad
Summary
My career goal is to specialize in the insurance sector, leveraging my experience as an insurance advisor and interest in financial planning. I aim to develop a deep understanding of financial markets, investment strategies, and risk management to offer comprehensive financial solutions. By ensuring strict regulatory compliance, I strive to build trust with my clients and become a one-stop solution for all their insurance needs.
Overview
4
4
years of professional experience
Work History
Principal Officer
Prime Wealthcare Solution IMF Pvt. Ltd.
Bhavnagar
01.2024 - Current
- Leading strategic planning and business development.
- ensuring regulatory compliance and driving growth.
- Managing marketing and sales initiatives, fostering client relationships to enhance customer satisfaction.
- Oversaw financial performance, risk management, and digital transformation to optimize operational efficiency and market competitiveness.
Insurance Agent
Niva Bupa Health Insurance
Ahmedabad
12.2020 - 02.2024
- Assessed customer risk levels and recommended appropriate coverage options.
- Provided customers with information regarding plan features, pricing, and availability.
- Analyzed customer needs and provided best options, upselling products and services.
Education
Bachelor of Commerce - Advance Accounting And Auditing
Gujarat University
Ahmedabad03-2020
HSC -
Shri B M Commerce High School
Bhavnagar03-2017
SSC -
Shree Swaminarayan Gurukul, Bhavnagar
Bhavnagar03-2015
Bachelor of Law - Pursuing
Gujarat University
AhmedabadSkills
- Insurance domain knowledge in Retail products
- Effective team and project management skills
- Experience in implementing and overseeing compliance programs
- Ability to engage teams for better productivity
- Ability to inspire and motivate teams
- Experience in recruiting, training, and supervising staff
- Basic computer skills and knowledge of Microsoft Office
Languages
Gujarati
First Language
English
Upper Intermediate (B2)
B2
Hindi
Intermediate (B1)
B1
Websites
Declaration
I do here by declare that the above statements mentioned in my resume are true and correct to the best of my knowledge and belief.
Timeline
Principal Officer
Prime Wealthcare Solution IMF Pvt. Ltd.
01.2024 - Current
Insurance Agent
Niva Bupa Health Insurance
12.2020 - 02.2024
Bachelor of Commerce - Advance Accounting And Auditing
Gujarat University
HSC -
Shri B M Commerce High School
SSC -
Shree Swaminarayan Gurukul, Bhavnagar
Bachelor of Law - Pursuing
Gujarat University
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