Summary
Overview
Work History
Education
Skills
Activities
Computational Skills
Name
Date Of Birth
Email
Phone
Permanent Address
Current Address
Internship
Languages Known
Personal Information
Disclaimer
Timeline
Rajat Bala

Rajat Bala

Pune

Summary

Objective to work in an organization which provides opportunities for growth, learning and scope for the implementation of my skills and hence I give my best to the organization.

Overview

6
6
years of professional experience
17
17
years of post-secondary education

Work History

Wealth Manager

Bajaj Allianz
03.2023 - Current
  • Conducted thorough client needs assessments and provided 10+ tailored insurance solutions, improving customer feedback
  • Utilized effective prospecting techniques to attain 20+ new client acquisitions per month
  • Averaged about 40 calls per months for new business prospects through company leads, networking, and referrals
  • Provided knowledgeable financial guidance to over 150 clients to ensure that their retirement was customized to their financial needs
  • Ensured that policy requirements were fulfilled, including any necessary paramedical examinations and the completion of appropriate forms.

Key Relationship Manager (KRM)

ICICI Prudential life insurance
06.2018
  • Analyzing client financial position and suggested polices according to their need
  • Attend relevant meetings and provides finance viewpoint
  • Analyzing client portfolio and advise them according markets
  • Attend SHNI and UHNI client.

Education

MBA in Finance -

Pune University, IBMR (Institute of Business Management And Research), Chinchwad, Pune
04.2001 - 04.2018

BBA in Marketing - undefined

I.M.S.R. College, Chandrapur, Gadchiroli

H.S.C - undefined

Vidya Niketan College

S.S.C - undefined

J. K. Bomanwar high School

Skills

undefined

Activities

  • Participated in MINDSCAPE 2016.
  • Participated in HR Convocation at IPS Campus 2016.
  • Participated in IIM Culcutta Workshop at IMSR Campus 2014.

Computational Skills

  • MS Word
  • MS Excel
  • MS PowerPoint

Name

Rajat Atul Bala

Date Of Birth

03/30/94

Email

rajatbala4@gmail.com

Phone

8928780283

Permanent Address

At. Shrinivaspur, Chamorshi, Gadchiroli, 442603

Current Address

Flat No- B.1203, 38 Park majestique, Undri, Pune, 411060

Internship

Two month internship, Avantha Agritech. Ltd., Chandrapur, 2017, Financial Performance Analysis of Avantha Agritech. Ltd. Avantha Agritech Ltd. Is One of India's largest business conglomerates. Its business include power generation and distribution, Paper and pulp. A two month internship work was done on the above subject in 2017 and a thorough study was done on the Financial Performance Analysis, the following conclusions were drawn at the end of the work. Learning- Various Ratios and its importance. Company financial position in terms of Profitability, Leverage, Activity and Liquidity. Interpretation of financial statement of company.

Languages Known

  • Bengali
  • Hindi
  • English
  • Marathi

Personal Information

Marital Status: Married

Disclaimer

I hereby declare that the above-mentioned information is true and correct based on my knowledge and belief.

Timeline

Wealth Manager - Bajaj Allianz
03.2023 - Current
Key Relationship Manager (KRM) - ICICI Prudential life insurance
06.2018
Pune University, IBMR (Institute of Business Management And Research) - MBA in Finance,
04.2001 - 04.2018
I.M.S.R. College - BBA in Marketing,
Vidya Niketan College - H.S.C,
J. K. Bomanwar high School - S.S.C,

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Rajat Bala