Vishal More
Ahmedabad
Summary
Experienced Sales and Financial Advisor with a strong background in the insurance and financial services sectors. Proven track record in life insurance sales, retirement and pension planning, and credit card sales. Adept at building and maintaining long-term client relationships, providing tailored financial solutions, and leading sales teams to exceed targets. Possesses excellent customer service, administrative, and organizational skills, with a thorough understanding of regulatory compliance. Skilled communicator with a talent for delivering persuasive presentations and clear financial advice. Committed to ensuring client satisfaction and driving business growth.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Sales Manager
AXIS MAX LIFE INSURANCE
Ahmedabad
10.2024 - Current
- The department may design and sell annuity products that are part of corporate pension plans. These plans can offer employees a guaranteed income stream after retirement, which can be funded by the employer.
- I am currently looking after the corporate sector in Max Life Company. (ONGC , IOCL,NTPC)
Assistant Sales Manager
HDFC LIFE
AHMEDABAD
08.2022 - 10.2024
- Understanding Client Needs: Assessing clients' financial goals, current savings, and future income requirements
- Identifying their risk tolerance and investment preferences
- Product Knowledge: Being well-versed in the various retirement and pension products offered by HDFC Life
- Understanding the features, benefits, and limitations of different plans, such as annuities, pension funds, and retirement savings plans
- Personalized Planning: Creating tailored retirement and pension plans for clients based on their individual needs and financial situations
- Advising on the optimal contribution amounts and investment strategies to meet their retirement goals
Financial Services
ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD
AHMEDABAD
12.2021 - 07.2022
- Client Acquisition: Identifying and approaching potential clients to offer life insurance products
- Using various channels, such as referrals, cold calling, and networking, to build a client base
- Product Recommendations: Recommending suitable life insurance products and investment options based on clients' needs
- Explaining the features, benefits, and terms of different policies, including term plans, endowment plans, ULIPs (Unit Linked Insurance Plans), and pension plans
- Relationship Management: Building and maintaining long-term relationships with clients to ensure ongoing business and referrals
- Conducting regular reviews of clients' financial plans and making adjustments as needed
Sales Executive
HDB Financial Services
AHMEDABAD
04.2021 - 12.2021
- Client Acquisition: Identifying potential customers for credit cards through various channels, such as direct marketing, referrals, and networking
- Approaching individuals and explaining the benefits and features of different credit card products
- Product Presentation: Providing detailed information about credit card features, benefits, fees, and rewards programs to potential customers
- Conducting sales presentations and demonstrations to showcase the advantages of the credit cards offered
- Customer Service: Addressing customer inquiries and concerns related to credit card products and services
- Providing post-sales support to ensure customer satisfaction and resolving any issues that may arise
Public Relations Officer
City Civic Center In Isanpur (Ahmedabad Municiple Corporation)
AHMEDABAD
12.2016 - 11.2019
- Customer Service: Assisting residents with inquiries and providing information about municipal services, procedures, and policies
- Addressing and resolving complaints or directing them to the appropriate department for resolution
- Documentation and Records Management: Processing and maintaining records related to birth and death certificates, property taxes, building permits, and other municipal documents
- Ensuring the accuracy and security of all records and documentation
- Application Processing: Accepting and processing applications for various municipal services, such as water connections, trade licenses, and other permits
- Verifying submitted documents for completeness and accuracy
Education
Bachelor of Commerce - Advanced Accounting And Auditing
C.U Shah City Commerce College
AHMEDABAD, GUJARATSkills
- Sales strategy development
- Sales and Marketing
- Client Relationship Management
- Customer Service and Support
- Annuity sale
Certification
- Bronze Club Qualifier in April'24
- Certificate of Achievement Personality Development The certificate is awarded on20,2024
- Certificate of Achievement Leadership The certificate is awarded on February23,2024
Accomplishments
Qualifying In Incredible Bali (Annuity) Contest FY2024
Timeline
Sales Manager
AXIS MAX LIFE INSURANCE
10.2024 - Current
Assistant Sales Manager
HDFC LIFE
08.2022 - 10.2024
Financial Services
ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD
12.2021 - 07.2022
Sales Executive
HDB Financial Services
04.2021 - 12.2021
Public Relations Officer
City Civic Center In Isanpur (Ahmedabad Municiple Corporation)
12.2016 - 11.2019
Bachelor of Commerce - Advanced Accounting And Auditing
C.U Shah City Commerce College