SHUBHAM KUMAR
C-74 3RD FLOOR PANDAV NAGAR NEW DELHI
Summary
Dynamic Senior Portfolio Manager with a proven track record at Aditya Birla Sun Life Insurance, excelling in portfolio management and customer relationship management. Achieved multiple prestigious awards, including the Imperial contest, showcasing strong problem-solving and effective communication skills. Committed to driving results and fostering team success in competitive environments.
Overview
8
8
years of professional experience
Work History
Senior Portfolio Manager
ADITYA BIRLA SUN LIFE INSURANCE CO. LTD
New Delhi
02.2023 - Current
- Joined as Senior Dsm and Took 3 Promotion
- Qualified Biggest Annual Contest namely Imperial
- Qualified twice Half Yearly contest Namely Medallion
- Qualified MDRT contest
- Qualified Many more RNR and Contest.
ASSISTANT MANAGER
AXIS MAXLIFE INSURANCE CO. LTD
NEW DELHI
12.2020 - 01.2023
- Qualified Annual RNR and Award.
AGENCY LEAD TRAINER
ICICI PRUDENTIAL LIFE INSURANCE CO. LTD
AGRA
11.2017 - 12.2019
- Preparing the FSPs for IRDA Exam to become Agents
- Handling 5 Branches Agra,Mathura,Badau,shahajahanpur,Aligarh
- providing Product and Sales Training to the Agency Managers and Agents.
- Assisting the Agents on the Call Training
Education
BBA - Management
UTTAM INSTITUTE OF TECHNOLOGY AND MANAGEMENT
AGRA07-2017
INTERMEDIATE - COMMERCE
KENDRIYA VIDAYALAYA
AGRA05-2014
HIGH SCHOOL -
KENDRIYA VIDAYALAYA
SURATGARH03-2012
Skills
- Portfolio management
- Customer relationship management
- Effective communication
- Financial planning
- Self motivation
- Time management abilities
- Problem-solving abilities
- Multitasking capacity
Languages
Hindi
First Language
English
Advanced (C1)
C1
French
Elementary (A2)
A2
Timeline
Senior Portfolio Manager
ADITYA BIRLA SUN LIFE INSURANCE CO. LTD
02.2023 - Current
ASSISTANT MANAGER
AXIS MAXLIFE INSURANCE CO. LTD
12.2020 - 01.2023
AGENCY LEAD TRAINER
ICICI PRUDENTIAL LIFE INSURANCE CO. LTD
11.2017 - 12.2019
BBA - Management
UTTAM INSTITUTE OF TECHNOLOGY AND MANAGEMENT
INTERMEDIATE - COMMERCE
KENDRIYA VIDAYALAYA
HIGH SCHOOL -
KENDRIYA VIDAYALAYA
Similar Profiles
Dhanish Aman MalikDhanish Aman Malik
Management Trainee at ADITYA BIRLA CAPITAL – ADITYA BIRLA SUN LIFE INSURANCEManagement Trainee at ADITYA BIRLA CAPITAL – ADITYA BIRLA SUN LIFE INSURANCE
Ashish PanigrahiAshish Panigrahi
Senior Agency Partner at Aditya Birla Sun Life InsuranceSenior Agency Partner at Aditya Birla Sun Life Insurance
KAUSTUBH PITALEKAUSTUBH PITALE
Senior Portfolio Manager at ADITYA BIRLA SUN LIFE INSURANCESenior Portfolio Manager at ADITYA BIRLA SUN LIFE INSURANCE
Laxmi VarshneyLaxmi Varshney
Sr. Manager Regulatory Affairs at Indogulf Cropsciences LtdSr. Manager Regulatory Affairs at Indogulf Cropsciences Ltd
Sanjeev KumarSanjeev Kumar
Sr. Retention Executive at Mediaions IT Solutions (OPC)PVT Ltd- Formerly Known As Cyberco SolutionsSr. Retention Executive at Mediaions IT Solutions (OPC)PVT Ltd- Formerly Known As Cyberco Solutions