Summary
Work History
Additional Information
Education
Timeline
Generic

Naveen Gupta

Insurance Advisor
New Delhi,DL

Summary

Persuasive Insurance Advisor with expertise in assessing client needs, advising on coverage options and monitoring insurance claims. Energetic and communicative professional with 5 years of experience with life insurance products. Proficient in job-related software, including Salesforce and SAP. Dedicated to developing meaningful clientele and offering best solutions for insurance coverage.

Work History

Insurance Advisor

The New India Assurance Co.Ltd
Delhi, DELHI
01.2021 - Current
  • Developed marketing strategies to promote new insurance contracts or suggest additions and changes to existing policies.
  • Explained features, advantages and disadvantages of various policies to promote insurance sales.
  • Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
  • Calculated premiums and established payment methods.

Insurance Advisor

Life Insurance Corporation of India
Delhi, DELHI
09.2015 - 09.2019
  • Developed marketing strategies to promote new insurance contracts or suggest additions and changes to existing policies.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Maintained high standards of customer service by building relationships with clients.
  • Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
  • Used sales tactics and client relationship building techniques to reach monthly, quarterly and annual sales goals.
  • Explained features, advantages and disadvantages of various policies to promote insurance sales.

Additional Information

  • Adroit in handling the business development, identifying & developing new markets, handling lead generation & client retention & achieving set targets.
  • Proven ability in achieving/exceeding targets, opening new & profitable product/services markets & setting up business in untapped market.
  • Building and maintaining healthy business relations with major clients.

Education

B.E - Electrical Engineering

Pune University
Maharastra
06.1999 - 05.2003

MBA - PGDBA (Operations)

Symbiosys (SCDL)
Maharastra
06.2010 - 06.2012

Diploma - Marketing Management

IMT Ghaziabad
Uttar Pradesh
05.2005 - 05.2006

Timeline

Insurance Advisor

The New India Assurance Co.Ltd
01.2021 - Current

Insurance Advisor

Life Insurance Corporation of India
09.2015 - 09.2019

MBA - PGDBA (Operations)

Symbiosys (SCDL)
06.2010 - 06.2012

Diploma - Marketing Management

IMT Ghaziabad
05.2005 - 05.2006

B.E - Electrical Engineering

Pune University
06.1999 - 05.2003

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