Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic
YASHKUMAR MODI

YASHKUMAR MODI

UNJHA

Summary

Resourceful individual willing to provide the attention and education customers need to ensure a positive financial experience. Bilingual Relationship Manager knowledgeable in explaining tools clients need to build wealth management portfolios.

Overview

3
3
years of professional experience

Work History

Key Relationship Manager

BAJAJ ALLIANZ LIFE INSURANCE
MEHSANA
03.2024 - Current
  • I had received one promotion in this company. And I also have a wide range of customer service experience, as well as handling many of the clients' portfolios. As well as I experienced branch walk in customer service during my tenure.

Unit Manager

N.J Wealth
Deesa
02.2023 - 02.2024
  • I am working with sip and mutual fund related work.

Education

B.COM -

GUJARAT COMMERCE COLLOGE
AHMEDABAD
05-2022

HSC -

SARDAR PATEL HIGH SCHOOL
DEESA
05-2019

SSC -

K.B AGRAWAL HIGH SCHOOL
DEESA
05-2017

Skills

  • Client relationship management
  • Portfolio analysis
  • Effective communication
  • Problem solving
  • Customer feedback evaluation
  • Strategic selling
  • MS OFFICE

Languages

Gujarati
First Language
English
Upper Intermediate (B2)
B2
Hindi
Proficient (C2)
C2

Timeline

Key Relationship Manager

BAJAJ ALLIANZ LIFE INSURANCE
03.2024 - Current

Unit Manager

N.J Wealth
02.2023 - 02.2024

B.COM -

GUJARAT COMMERCE COLLOGE

HSC -

SARDAR PATEL HIGH SCHOOL

SSC -

K.B AGRAWAL HIGH SCHOOL

Similar Profiles

CREATE PROFILE
YASHKUMAR MODI