Rajshree Gupta

Licensed Insurance Counselor with over 1.5 years of experience in risk assessment, policy development, and client relationship management. Passionate about utilizing analytical skills to help clients navigate complex insurance decisions and achieve their financial goals.

Counsellor - Bharti AXA Life Insurance - Lalpur

(2024-05)

• Conducted comprehensive needs assessments to identify client challenges and develop tailored support plans.

Advisor - Reliance Nippon Life Insurance - Hinoo

(2023-12 - 2024-03)

• Consulted with clients to assess their financial needs and risk tolerance, recommending suitable insurance products aligned with their goals.
• Developed and maintained strong client relationships through regular communication and proactive service, fostering customer loyalty.
• Presented insurance plans and policy details effectively, ensuring clear understanding and informed decision-making by clients.
• Achieved consistent sales targets by identifying and pursuing new leads, demonstrating strong prospecting and closing skills.
• Provided comprehensive post-sales support, addressing client queries and facilitating smooth claim processes.
• Stayed updated on industry trends and regulatory changes to provide accurate and relevant financial advice.

Bachelor of commerce - Commerce - Amity University Jharkhand

Commerce - Commerce - St. Xavier's school Doranda

Secondary school - St.Thomas School