Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Utkarsh Kumar Rai

Azamgarh

Summary

Dynamic financial consultant with a proven track record at HDFC Life, adept at analyzing client needs and recommending tailored insurance solutions. Skilled in programming (C, Java) and online mentorship, I excel in training agents and conducting market research to drive success in competitive environments.

Overview

2027
2027
years of professional experience
4036
4036
years of post-secondary education
1
1
Certification

Work History

Financial Consultant

Hdfc life
Azamgarh
12.2025 - Current
  • Analyzed client financial needs to recommend suitable insurance products.
  • Assisted clients in completing application forms and gathering necessary documentation.
  • Conducted market research to stay informed on industry trends and competitor offerings.

Insurance Manager

Bajaj Allianz
Azamgarh
03.2023 - 03.2024

Rural Cluster Champion

RuralHandmade
06.2019 - 07.2019
  • Completed 1 month internship in Rural Handmade.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.

Computer Helpdesk Technician

FICCI
Greater Noida
  • Provided technical support for mega campus drive in Graduate Employability Program 2019.

Education

Bachelor of Education - BED

Maharaja Suhel Dev
Azamgarh
05.2022 - 05.2024

Bachelor of Technology - Computer Science

Gautam Buddha University
Greater Noida
03.2015 - 02.2021

Class 12
Lucknow

Lucknow Public School
Lucknow

Skills

  • Programming language C and Java
  • Intermediate MS Word,MS Excel and MS PowerPoint
  • Online mentorship and Training of Agents in financial and Marketing field
  • Worked 10 days in Green thumbs HR consultancy firm
  • IOT project on Pulse Monitoring System
  • Beginner in blockchain and big data Hadoop
  • Attended Drone event of India 2018
  • Hold various responsibility at college sport and cultural event
  • Lead as captain in University cricket tournament

Certification

  • NPTEL IIT Madras 71 marks in sustainability through green manufacturing system.
  • NSIC Aligarh training on workshop on low cost automation.

Timeline

Financial Consultant

Hdfc life
12.2025 - Current

Insurance Manager

Bajaj Allianz
03.2023 - 03.2024

Bachelor of Education - BED

Maharaja Suhel Dev
05.2022 - 05.2024

Rural Cluster Champion

RuralHandmade
06.2019 - 07.2019

Bachelor of Technology - Computer Science

Gautam Buddha University
03.2015 - 02.2021

Computer Helpdesk Technician

FICCI

Class 12

Lucknow Public School
Utkarsh Kumar Rai