Rohit Kakde
Insurance Advisor
Wani
Summary
Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Overview
5
5
years of professional experience
3
3
Languages
Work History
Insurance Advisor
Policybazaar
02.2023 - Current
- Maintained accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
- Enhanced customer trust by addressing concerns and explaining complex policy details in understandable terms.
- Established long-lasting relationships with clients through proactive communication and exceptional service.
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
Investment Advisor
Motilal Oswal Securities
12.2019 - Current
- Met with clients to generate new business and negotiate contracts.
- Contacted potential clients to pursue sales and gather funds.
- Gathered data and built financial models around key metrics.
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
Education
BBA - Finance
Renaissance Institue of Management
Chandrapur 04.2001 -
Skills
- Policy analysis
- Claims Management
- Data Interpretation
- Insurance product knowledge
- Financial Planning
- Goal-oriented mindset
- Customer Service
- Territory expansion
- Life Insurance
- Client Relations
- Business Planning
- Negotiation
- Marketing Strategies
- Leads Prospecting
- Health insurance
- Client Account Management
- New Client Acquisition
- Asset protection expertise
- Auto insurance
- Financial Analysis Software
- Insurance Policy Sales
- Team building
- Relationship Building
Timeline
Insurance Advisor
Policybazaar
02.2023 - Current
Investment Advisor
Motilal Oswal Securities
12.2019 - Current
BBA - Finance
Renaissance Institue of Management
04.2001 -
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