Upmanyu Kumar Tiwary

• Advising individuals and businesses on insurance products and policies
• Identify needs: Researching a client's financial and personal details to understand their needs
• Identify goals: Help clients identify their goals, such as financial security or child planning
• Recommend products: Advise clients on insurance products that meet their needs, including life insurance
• Review policies: Review a client's current policies and help manage costs
• Recommend strategies: Educate clients on how to avoid risks and lower their risk exposure
• Process claims: Assist with claims processing and policy changes
• Provide customer service: Provide excellent customer service to clients

Worked as an intern in sales department in a project work to increase the 65% of overall dealers to 85% dealers and increasing estimated total average per month. Analyzing the benefits of having a higher percentage of active dealers, identifying the challenges, and setting up present effective
strategies for achieving the desired goal.