Rajkumar Patel
Channel Development Associate
Summary
Dedicated Associate with extensive experience collaborating with clients, promptly identifying needs and recommending products and services to accomplish clients' goals. Strong communicator focused on delivering outstanding customer care.
Overview
2
2
years of professional experience
1
1
Certification
2
2
Languages
Work History
Channel Development Associate
Reliance Nippon Life Insurance
Orai
10.2023 - Current
- Managed customer relations through communication and helpful interactions.
- Identified customer needs and wants to enhance customer experiences and boost sales.
- Prioritized tasks to meet tight deadlines, pitching in to assist others with project duties.
- Greeted customers and offered assistance for increased customer satisfaction.
Financial Consultant
HDFC life insurance
ORAI
12.2022 - 10.2023
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Recommended specific investments to help clients meet financial goals.
- Presented financial plans and investment recommendations to clients.
Sales Associate
Go Digit General Insurance
Lucknow
05.2022 - 11.2022
- Engaged with customers to effectively build rapport and lasting relationships.
- Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers.
- Built relationships with customers to encourage repeat business.
- Educated clients on current promotional offerings and products using persuasive selling tactics.
Education
High School - Science Education
Ramshree Public School
Orai 06.2014 - 06.2015
Intermidiate - Commerce
Ram Shree Public School
Orai 06.2016 - 05.2017
Bachelor of Commerce - Commerce
Lucknow University
Lucknow 06.2017 - 10.2020
Master Of Arts - Economics
Babashaheb
Babasaheb Bhimrao Ambedkar University, Lucknow 06.2020 - 06.2022
Skills
Financial planning
Business Development
Financial services
Wealth Management
Relationship building and management
Investment planning
Retirement needs
Insurance decisions
Financial Advising
Point of sale operation
Product and service sales
Certification
Course on Computer Concepts
Timeline
Channel Development Associate
Reliance Nippon Life Insurance
10.2023 - Current
Financial Consultant
HDFC life insurance
12.2022 - 10.2023
Sales Associate
Go Digit General Insurance
05.2022 - 11.2022
Course on Computer Concepts
03-2022
Master Of Arts - Economics
Babashaheb
06.2020 - 06.2022
Bachelor of Commerce - Commerce
Lucknow University
06.2017 - 10.2020
Intermidiate - Commerce
Ram Shree Public School
06.2016 - 05.2017
High School - Science Education
Ramshree Public School
06.2014 - 06.2015