MOHIT SHARMA
Ahmedabad
Summary
Dynamic Financial Service Consultant with proven expertise at ICICI Prudential Life Insurance, excelling in customer relationship management and insurance product knowledge. Spearheaded sales processes, driving significant revenue growth while ensuring client satisfaction through tailored solutions. Proficient in SAP and committed to maintaining confidentiality in all transactions.
Overview
3
3
Languages
11
11
years of professional experience
Work History
Financial Service Consultant
ICICI Prudential Life Insurance Company Limited
Ahmedabad
09.2023 - Current
- Analyzed customer financial needs and recommended tailored insurance and investment products to meet individual goals
- Spearheaded sales processes, enhancing lead generation, customer engagement, and policy issuance to drive revenue growth
- Delivered clear and compelling product presentations, ensuring clients fully understood policy benefits, terms, and coverage
- Resolved customer queries promptly, ensuring high levels of satisfaction and trust
- Worked with a top life insurance company in India
Sales Executive
Kotak Mahindra Bank
Ahmedabad
12.2021 - 09.2023
- Acquired new credit card customers through targeted marketing efforts, contributing to increased customer base
- Coordinated with Corporate Salary Team RMs and KAMs to optimize account sourcing and improve credit card sourcing penetration against salary accounts
- Developed sales professionals by providing training and mentoring to enhance skills and performance
- Convey brand information to customers and respond to questions/inquiries that arise
- Leading the tele callers and document executives, staffing, training
- Developing and maintaining a customer database
- A leading bank in India providing a range of banking products and services
Claim Executive
HERITAGE HEALTH INSURANCE TPA
Ahmedabad
09.2018 - 12.2021
- Worked as a health insurance third party administrator, managing claims processing and customer inquiries.
- Review incoming claims to ensure they are accurate and applicants meet eligibility standards
- Identified processing deficiencies and initiated corrective actions to enhance claims accuracy
- Analyzed claims and applied plan provisions, ensuring correct application of copays, deductibles, and coinsurance
- Enter claims data into the system, interpreting correct codes as they relate to medical procedures
- Composed and sent letters of explanation to clarify claims issues and communicate policy provisions to stakeholders
Purchase Executive
SVL HEALTHCARE AND RESEARCH LLP
Ahmedabad
12.2017 - 07.2018
- Supported procurement activities for medical supplies and equipment.
- Processed purchase orders in procurement software to ensure timely order fulfillment.
- Liaised with vendors to facilitate on-time deliveries and resolve any issues.
- Coordinated shipping timelines with vendors and customers to meet delivery schedules.
Lab Assistant
TORRENT POWER LTD
Ahmedabad
03.2016 - 06.2017
- Conducted routine laboratory tests following established protocols and safety guidelines.
- Prepared samples for analysis by following standard laboratory procedures.
- Ensured that laboratory procedures are followed correctly at all times.
- Followed safety protocols while working with hazardous materials or chemicals in the lab.
- Maintained clean and organized work area with adequate supplies and reagents.
- Maintained and updated records of sampling activities.
Education
Bachelor of Commerce -
Rabindranath Tagore University
Raisen, India06-2022
H.S.C -
Gujarat Secondary and Higher Secondary Education Board
Ahmedabad, India06-2017
Welder - N.C.V.T -
Industrial Training Institute
Gandhinagar06-2014
S.S.C -
Gujarat Secondary and Higher Secondary Education Board
Ahmedabad, India06-2013
Skills
- Insurance product knowledge
- Claims management
- Client consultation
- Customer relationship management
- SAP expertise
- SAP expertise
- Time management
- Confidentiality
- SAP expertise
Personal Information
Date Of Birth: 06-08-1997
Marital Status: Unmarried
Address: C/10 Shahi Sabar Society,
Keshavnagar, Subhash Bridge,
Ahmedabad - 380027.
Languages
English
Intermediate (B1)
B1
Hindi
Native
Native
Gujarati
Advanced (C1)
C1
Timeline
Financial Service Consultant
ICICI Prudential Life Insurance Company Limited
09.2023 - Current
Sales Executive
Kotak Mahindra Bank
12.2021 - 09.2023
Claim Executive
HERITAGE HEALTH INSURANCE TPA
09.2018 - 12.2021
Purchase Executive
SVL HEALTHCARE AND RESEARCH LLP
12.2017 - 07.2018
Lab Assistant
TORRENT POWER LTD
03.2016 - 06.2017
Bachelor of Commerce -
Rabindranath Tagore University
H.S.C -
Gujarat Secondary and Higher Secondary Education Board
Welder - N.C.V.T -
Industrial Training Institute
S.S.C -
Gujarat Secondary and Higher Secondary Education Board