
Jayesh Gaur
Jayesh gaur
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About
To make use of my interpersonal skills to achieve goals of a company that focuses on customer satisfaction and customer experience.
Experience
Insurance Consultant at Axis Max Life Insurance (2025-02 – 2025-07)
Build business by identifying and selling prospects while maintaining relationships with clients. Maintain relationships with clients by providing support, information, and guidance. Handle team of workers and ensure service delivery.
- To build business by identifying and selling prospect maintaining relationships with clients
- To maintain relationships with clients by providing support, information, and guidance; researching and recommending new opportunities; recommending profit and service improvements
- To handle the team of workers and ensuring service delivery, contribute to team effort by chasing results as needed & follow up and take feedbacks
- Direct Channel, lead Provided by bank
Financial Consultant Manager at ICICI Prudential Life Insurance (2022-02 – 2025-02)
Training employees about insurance products. Managing financial portfolios of customers. Converting life insurance leads referred by the company. Handling documentation and policy issuance processes.
- Training the employees about the Insurance Product
- Manage Financial Portfolio of customers
- Converting the leads of Life Insurance referred by the company
- Responsibility of documentation, application process and issuance of every customer policy
- Compile data of FTD sales and targets of whole cluster
- Relationship with channel partner Indusland bank
- Convert to a walking customer
Financial Consultant at Geojit Financial Services (2025-11 – 2026-01)
Build business by identifying and selling prospects while maintaining client relationships. Manage financial portfolios of customers.
- To build business by identifying and selling prospect maintaining relationships with clients
- Manage Financial Portfolio of customers
Education
Bachelor of Arts in Arts – Dayanand College, MDSU (2020)
Diploma in Front Office – FCI (Food Craft Institute) (2018)
12th – St Pauls Sr. Sec School (2016)
