Summary
Overview
Work History
Education
Skills
Interests
Timeline
Generic
Yash Todankar

Yash Todankar

Thane

Summary

Motivated and customer-focused Insurance sales professional with experience in providing tailored insurance solutions to clients. Strong understanding of insurance products, excellent communication and interpersonal skills, and a passion for helping clients secure their financial well-being. Proven ability to build long-lasting relationships and drive sales through exceptional service.

Overview

1
1
year of professional experience
4
4
Languages

Work History

Insurance Agent (POSP)

Probitas Insurance Brokers Pvt. Ltd
04.2025 - 10.2025
  • Conducted market research and competitor analysis to identify trends, and support data-driven marketing strategies.
  • Assisted in campaign planning, execution, and coordination, improving brand visibility and engagement.
  • Supported content development for marketing initiatives across digital and offline channels.
  • Executed lead generation strategies and maintained a pipeline of prospective clients.
  • Collaborated with the sales team on client outreach, follow-ups, and relationship management.
  • Prepared sales reports and basic data analysis to support decision-making.
  • Analyzed to align marketing campaigns with sales objectives.
  • Facilitated cross-functional coordination between marketing and sales teams to improve conversion efficiency.
  • Demonstrated strong communication, problem-solving, and analytical skills in a dynamic work environment.

Education

Bachelor of Commerce - Commerce

VG Vaze Kelkar College
Mulund
03-2025

12th HSC -

VG Vaze Kelkar College
Mulund
04.2001 -

10th SSC -

Vasant Vihar High School
Thane
04.2001 -

Skills

  • Insurance Sales & Consulting
  • Client Relationship Management
  • Product Knowledge (Life, Health, and General Insurance)
  • Sales Negotiation & Closing
  • Communication & Interpersonal Skills
  • Market Research & Analysis
  • Good at Microsoft Excel, Microsoft Word and Microsoft Power point

Interests

Fundamentals of Marketing Strategy - University of London (Expected May 2026)

Fundamentals of International Business - University of London (Expected May 2026)

Operations Systems Excellence - University of London (Expected May 2026)

Business Analysis & Process Management (Completed)

Introduction to Microsoft Excel (Completed)

Digital Marketing Assessment (Completed)

Timeline

Insurance Agent (POSP)

Probitas Insurance Brokers Pvt. Ltd
04.2025 - 10.2025

12th HSC -

VG Vaze Kelkar College
04.2001 -

10th SSC -

Vasant Vihar High School
04.2001 -

Bachelor of Commerce - Commerce

VG Vaze Kelkar College
Yash Todankar