Summary
Overview
Work History
Education
Skills
Timeline
ABHISHEK BAJAJ

ABHISHEK BAJAJ

Scarborough,Ontario

Summary

To work in a Dynamic and challenging business environment that provides a wide spectrum of experience and exposure & serving the organization with positive attitude and efficiency which contributes. towards building values to the organization.

Overview

4
4
years of professional experience

Work History

Financial Advisor

Freelancer
07.2019 - 12.2022
  • Worked with multiple companies like Life Insurance Corporation of India, Star health and allied insurance company Ltd. and New India Assurance Ltd.
  • Worked with all the mutual fund of India,
  • Also worked as a Loan distributor with Govt. Banks.
  • Developed marketing strategies to promote new insurance contracts or suggest additions and changes to existing policies.
  • Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.

Business Development Associate

American Express
07.2019 - 09.2020
  • Worked on Third-Party Payroll.
  • Boosted revenue by bringing in and cementing relationships with new clients and optimizing servicing of existing customer accounts.
  • Opened over 1000 new accounts in 15 months, exceeding goals 100%.
  • Planned marketing initiatives and leveraged referral networks to promote business development.

Business Development Executive

American Express
02.2019 - 07.2019
  • On third-party Payroll
  • I was working as a field executive for American Express where the role is to find the customers for company, process the application, Cross sell products (Insurance, Wallet protection, etc) and get corporate clients.
  • Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit.
  • Collaborated with sales and marketing departments to support business objectives and client acquisition.

Education

Bachelor of Commerce - Commerce

University of Delhi, Delhi, India
06.2018
  • Member of Commerce Society.
  • During annual festival in 2018, I worked as the Sponsorship head and brought in all the required funds for the event.

No Degree - Grade 12

Aggaarsain Public School, Kurukshetra, India
03.2015

Scored 87.6 Percentage

No Degree - Grade 10

Aggarsain Public School, Kurukshetra, India
03.2013

Scored 76 Percentage

Skills

  • Market Research
  • New Business Opportunities
  • Client Contact
  • Prospecting and Cold Calling
  • Sales
  • Cross Selling
  • Digital Marketing
  • Microsoft Office
  • Event Management
  • Negotiation
  • Team Player
  • Team Leader

Timeline

Business Development Associate - American Express
07.2019 - 09.2020
Financial Advisor - Freelancer
07.2019 - 12.2022
Business Development Executive - American Express
02.2019 - 07.2019
University of Delhi - Bachelor of Commerce, Commerce
Aggaarsain Public School - No Degree, Grade 12
Aggarsain Public School - No Degree, Grade 10

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ABHISHEK BAJAJ