Cooking
Soumik Basu
Entrepreneur
Summary
Results-oriented Life Insurance Agent provides tailored solutions suiting individual coverage needs. Demonstrates comprehensive understanding of insurance policies and regulations with informed recommendations for appropriate protection options. Passionate cultivator of loyal customer relationships and organizational service quality.
Motivated business professional bringing 3+ years of entrepreneurial experience. Dedicated and personable with extensive experience in managing administrative and sales operations and personnel. Well-versed in training, educating, motivating, and supporting staff members.
Overview
6
6
years of professional experience
3
3
Certifications
4
4
Languages
Work History
Chief Life Insurance Advisor
S N Consultancy (Tata AIA Life Isnurance)
04.2018 - Current
- Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales.
- Maintained high standards of customer service by building relationships with clients.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Analyzed risk factors to recommend appropriate coverage levels.
- Provided coverage option information to assist clients in protecting assets.
Owner
Delta Foods
10.2021 - 06.2023
- Evaluated suppliers to maintain cost controls and improve operations.
- Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
- Managed day-to-day business operations.
- Trained and motivated employees to perform daily business functions.
- Monitored market conditions to set accurate product pricing and take advantage of emerging trends.
- Oversaw business budget planning and administration, accounting functions, purchasing, and bi-weekly payroll to handle financial needs.
- Worked with marketing teams to create print and online advertisements to bring in new customers.
Education
BHM - Bachelors of Hospitality Management
04.2001 -
High School Diploma -
04.2001 -
High School Diploma -
04.2001 -
Skills
Insurance Policy Sales
Client Relationship Management
Negotiation Tactics
Market Trend Analysis
Financial Planning
Budget Administration
Business Management
Staff Management
Cost Reduction
Small Business Operations
Certification
Human Resource, Swayam (Govt of India) 2024
Interests
Reading (Autobiography, Finance)
Equity Market
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Financial Markets (Yale University) 2024
05-2024
Human Resource, Swayam (Govt of India) 2024
04-2024
Owner - Delta Foods
10.2021 - 06.2023
Spanish Language A2 Level [DELE]
08-2018
Chief Life Insurance Advisor - S N Consultancy (Tata AIA Life Isnurance)
04.2018 - Current
NIPS School of Hotel Management - BHM, Bachelors of Hospitality Management
04.2001 -
Sudhir Memorial Institute - High School Diploma,
04.2001 -
Rose Bank Edu Care School - High School Diploma,
04.2001 -