Rohit Chaudhari

Looking an opportunity in financial services where I can leverage my expertise in sales and business to contribute to organizational growth. To integrate the professional qualification, skills and work experience with my personal interest and for challenging and enriching journey ultimately leading to the value addition to the organizational goals. My intention at this step would be to learn new things related to my profession.

Center Head - One Point Intelligence Solutions Pvt. Ltd. - Mohan Cooperative Industrial Estate - Delhi

(2016-10)

Life Insurance, Home Loan, LAP products in Sales department

• Acquire new client for insurance and loan product
• Generate leads and source business through calling, networking, referrals and digital platform
• Evaluate customer financial need and understand business requirement
• Coordinate with backend and operation team for track proposal
• Build and maintain strong relationships with client for repeat business
• Achieve monthly and quarterly sales target
• Provide investment guidance to client, product explanation and convince for investment
• Conduct client meetings and product demos
• Maintain and update records and ensure proper follow-ups with client
• Stay updated with market trends, competitor activities and financial products

Sr. Manager - One Point Intelligence Solutions Pvt. Ltd. - Mohan Cooperative Industrial Estate - Delhi

(2021-04 - 2022-09)

Promoted to Sr. Manager in April 2021

Manager - One Point Intelligence Solutions Pvt. Ltd. - Mohan Cooperative Industrial Estate - Delhi

(2018-04 - 2021-04)

Promoted to Manager in April 2018

Assistant Manager - One Point Intelligence Solutions Pvt. Ltd. - Mohan Cooperative Industrial Estate - Delhi

(2016-10 - 2018-04)

Joined as Assistant Manager in October 2016

Team Leader - Sridhar Insurance Broker Pvt. Ltd. - Sector 2 - Noida

(2015-04 - 2016-09)

Life Insurance and Health Insurance products in Sales department

Team Coordinator - Sridhar Insurance Broker Pvt. Ltd. - Sector 2 - Noida

(2014-04 - 2015-04)

Promoted to Team Coordinator in April 2014

Tele Sales Officer - Sridhar Insurance Broker Pvt. Ltd. - Sector 2 - Noida

(2013-06 - 2014-04)

Joined as Tele Sales Officer in June 2013

MBA - Business Administration - Swami Vivekanand Subharti University (2019)

BCA - Computer Applications - Lovely Professional University (2017)

12th - Government Inter College (2013)

10th - Government Inter College (2011)