Excel
Vishal Dixit
Senior Financial Advisor
Gurugram
Summary
Dynamic Senior Financial Advisor with a proven track record at Policybazaar, excelling in investment advice and financial planning. Cultivated strong client relationships, enhancing customer loyalty and establishing a robust referral network. Expert in insurance planning and policy analysis, leveraging exceptional communication skills to guide clients through complex financial landscapes.
Highly motivated Senior Financial Advisor with career spent turning prospective leads into lucrative clients. Poised, sharp and possessing extensive strategy and client engagement experience. Proven history of accuracy and great client service.
Collaborative Finance professional with 5 years of expertise helping clients attain financial goals. History of delivering tailored client service while responsibly driving business development.
Overview
5
5
years of professional experience
2
2
Languages
Work History
Senior Financial Advisor
Policybazaar
04.2023 - Current
- Collaborated with cross-functional teams to develop integrated strategies for tax planning and risk management.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
- Helped clients plan for and fund retirements using ULIP's and other options to manage, customize, and diversify portfolio.
- Established a strong referral network by fostering relationships with industry professionals such as attorneys, CPAs, and real estate agents.
- Updated clients on changes in tax laws and other regulations affecting investments.
Senior Academic Advisor
BYJU's - The Learning Application
08.2022 - 04.2023
- Encouraged students to explore age-appropriate and career-related opportunities.
- Collaborated with parents and teachers to help students reach potential.
- Assisted students in exploring and selecting career paths.
- Planned and promoted career planning presentations, work experience programs and career workshops.
Teacher
Pthsrl Indian Public School
08.2020 - 03.2022
- Developed strong relationships with students, parents, and colleagues by maintaining open lines of communication and fostering a supportive learning environment.
- Managed classroom behavior effectively by establishing clear expectations, modeling appropriate conduct, and consistently enforcing established rules and consequences.
Education
Master of Science - Mathematics
Mangalayatan University
Aligarh, India 04.2001 -
Bachelor of Science - Mathematics
BSA Collage
Mathura, India 04.2001 -
Skills
Insurance decisions
Software
Matrix
Leadsquered
Power bi
Timeline
Senior Financial Advisor
Policybazaar
04.2023 - Current
Senior Academic Advisor
BYJU's - The Learning Application
08.2022 - 04.2023
Teacher
Pthsrl Indian Public School
08.2020 - 03.2022
Master of Science - Mathematics
Mangalayatan University
04.2001 -
Bachelor of Science - Mathematics
BSA Collage
04.2001 -
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