MS office
Tushar Gathade
Nagpur
Summary
Accomplished Insurance Advisor and Relationship Manager with a proven track record at ICICI Lombard General Insurance Co and HDFC Life. Expert in policy analysis and underwriting principles, coupled with a goal-oriented mindset and exceptional customer service skills. Excelled in enhancing customer trust and satisfaction, significantly improving client retention rates.
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Overview
6
6
years of professional experience
4
4
Certifications
3
3
Languages
Work History
Insurance Advisor (POSP)
ICICI Lombard General Insurance Co
2022.07 - 2024.11
- Maintained accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
- Enhanced customer trust by addressing concerns and explaining complex policy details in understandable terms.
- Established long-lasting relationships with clients through proactive communication and exceptional service.
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
Sales Development Representative
HDFC Life
2018.12 - 2020.01
- Increased sales leads by implementing targeted outreach strategies and personalized followups.
- Built and managed accurate sales pipeline to maintain high volume of activity.
Education
MBA - Sales & Marketing
Ycmou Nashik
Nagpur 2001.04 -
PG Diploma in Statistics - Statistics
Pratap College Amalner
Amalner, India 2001.04 -
Master in Computer Managerment - Computer Management
Nagpur University
Nagpur, India 2001.04 -
Master of Commerce - Tax & Accounting
Ycm Open University
Nagpur 2001.04 -
B.COM - Commerce
Navpratibha College Sakkardara Nagpur (YCMOU)
Nagpur, India 2001.04 -
D.T.ED - Education
Rashtriya Adhyapak Vidhyalaya Nagpur
Nagpur, India 2001.04 -
Skills
Policy analysis
Goal-oriented mindset
Underwriting principles
Customer follow-up
Upselling
Software
Tally ERP
Advance EXcel
Certification
NISM investment Adviser SERIES XA & XB
Interests
Task, Difficult Situations
Travel
Advanture
playing chess
loves to play Chess i used to play chess whenever i get a chance to play
Timeline
NISM investment Adviser SERIES XA & XB
2023-01
NISM Mutual fund Distributor & Foundation
2023-01
NISM eqity Darivatives
2023-01
Insurance Advisor (POSP)
ICICI Lombard General Insurance Co
2022.07 - 2024.11
Sales Development Representative
HDFC Life
2018.12 - 2020.01
MBA - Sales & Marketing
Ycmou Nashik
2001.04 -
PG Diploma in Statistics - Statistics
Pratap College Amalner
2001.04 -
Master in Computer Managerment - Computer Management
Nagpur University
2001.04 -
Master of Commerce - Tax & Accounting
Ycm Open University
2001.04 -
B.COM - Commerce
Navpratibha College Sakkardara Nagpur (YCMOU)
2001.04 -
D.T.ED - Education
Rashtriya Adhyapak Vidhyalaya Nagpur
2001.04 -