Summary
Overview
Work History
Education
Skills
References
Work Availability
Quote
Timeline
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Subodh Bhardwaj

Subodh Bhardwaj

Bareilly

Summary

Experienced and driven Financial Advisor with over twenty years of experience providing clients with optimal assistance with retirement planning, estate planning, investment advice, tax strategies, and overall support managing their finances. Proven track record of competitive market share expansion and assisting corporations in reaching goals. Driven and detail-oriented with the ability to thrive in high pressure environments. Adept at developing key relationships and furthering business development. Dedicated Insurance Sales Agent adept at managing complex policies and delivering insurance product expertise. Bringing21 years of superior insurance industry performance.

Overview

21
21
years of professional experience

Work History

Chief Insurance Advisor

LIC of India
BAREILLY
06.2002 - Current
  • Provided technical advice and guidance to customers on life insurance products.
  • Developed marketing strategies for new and existing life insurance products.
  • Developed long-term relationships with clients, providing ongoing support and advice.
  • Analyzed customer needs and provided appropriate recommendations regarding life insurance policies.

Loan Advisor

LIC Housing Finence Limited
06.2002 - 07.2023
  • Experienced and driven Financial Advisor with over twenty years of experience providing clients with optimal assistance with retirement planning, estate planning, investment advice, tax strategies, and overall support managing their finances
  • Proven track record of competitive market share expansion and assisting corporations in reaching goals
  • Driven and detail-oriented with the ability to thrive in high pressure environments
  • Adept at developing key relationships and furthering business development.

Education

Associate of Arts -

MJP
BAREILLY
11.2009

ITI -

Govt ITI in Electrician
07.1995

Skills

  • Ability to Work Under Pressure
  • Microsoft Office
  • Communication
  • Computer Skills
  • Leadership
  • Effective Time Management
  • Leadership Skills
  • Creativity
  • Problem Solving
  • Decision Making
  • Time Management
  • Teamwork
  • Ability to Multitask
  • Fast Learner
  • Ability to Work in a Team
  • Adaptability
  • Customer Service
  • Market Growth & Expansion
  • Market Analysis
  • Relationship Building
  • Communication Skills
  • Client Relations
  • Health insurance plan knowledge
  • Knowledge of medical insurance terminology
  • Insurance practices
  • Licensed Insurance Agent

References

SANDEEP JAIN 9319087771

ARVIND SHARMA 9837075807

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

Judge a man by his questions rather than his answers.
Voltaire

Timeline

Chief Insurance Advisor

LIC of India
06.2002 - Current

Loan Advisor

LIC Housing Finence Limited
06.2002 - 07.2023

Associate of Arts -

MJP

ITI -

Govt ITI in Electrician
Subodh Bhardwaj