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
AHMEDABAD05-2022
HSC -
SARDAR PATEL HIGH SCHOOL
DEESA05-2019
SSC -
K.B AGRAWAL HIGH SCHOOL
DEESA05-2017
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