Ashish Bansal

Ashish Bansal

Financial Planner

Followers of Ashish Bansal3000 followers
location of Ashish BansalDelhi, India

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  • Timeline

  • About me

    Master Business Administrator with Expertise in Investment Banking - Driving Financial Growth and Maximizing ROI

  • Education

    • Ramakrishna Senior Secondary School - Vikas Puri

      -
      10th Primary Education 6.4

      Activities and Societies: Dancing, Acting, Writing, Musical Instruments (Guitar)

    • Ramakrishna Senior Secondary School - Vikas Puri

      2017 - 2019
      12th Business/Commerce, General 72.8 %

      Activities and Societies: Basketball

    • Kumaun University, Nainital

      2019 - 2022
      Bachelor's of commerce Business Administration, Management and Operations 63.2%

      Activities and Societies: • •Founding member of Adam smith club • Secured the third rank in college • Practiced Archery • Learnt Psychological Well-being • Practiced Meditation and Deep work

    • Management Education Research Institute (MERI), New Delhi

      2022 - 2024
      Master of Business Administration - MBA

      Activities and Societies: • • Head Student Coordinator (India-Bhutan Friendship Association Education Day) • Head Student Coordinator - Fashion Show (Artopia X La' kermessse) • Chief Student Editor (Marketing Quest Magazine - Vol 4) •Student Coordinator (Startup Festival) •FashionVista Coordinator - Fashion Show (Pratibimb X La' kermessse) •Bhangra Team Coordinator (Folk Dance - Anugoonj)

  • Experience

    • National Insurance Co. Ltd

      Feb 2019 - Feb 2022
      Financial Planner

      During my time as a part-time insurance agent at National Insurance Company Limited from February 2019 to February 2022, I had the opportunity to help people protect what mattered most to them. My primary focus was on health and motor insurance, and here's a bit about my journey.One of my key responsibilities was to assist clients in finding the right insurance coverage for their health and vehicles. To ensure that they got the best policies, I kept meticulous records of the insurance plans I sold. This helped me provide quick and accurate assistance when clients had questions about their coverage or needed to file a claim. I strongly believe in the importance of building relationships with clients. Insurance can be a complex topic, and I made it my mission to explain things in a way that was easy to understand. This not only helped clients make informed decisions but also ensured they felt comfortable reaching out to me whenever they needed assistance.One of the most crucial aspects of insurance is renewing policies on time. Missing a renewal date can lead to gaps in coverage, which is something I was determined to prevent. I took it upon myself to remind my clients well in advance of their policy renewal dates. This proactive approach not only saved them from potential lapses in coverage but also showed them that I genuinely cared about their well-being.In essence, I am proud of the relationships I build and the peace of mind I provided to my clients during this period. I am grateful for the opportunity to have been a part of the National Insurance Company Limited. Show less

    • Growpital by Zetta Farms

      Jul 2023 - Sept 2023
      Summer Intern

      "During my impactful internship at GrowPital by Zetta Farms, I embraced multifaceted challenges, leaving an indelible mark on my journey.Innovation was at the forefront as I scouted a more cost-effective software integration platform, a pivotal move that maintained the utmost security and operational efficiency. This endeavor exemplified my commitment to optimizing operations while being financially savvy.My dedication to streamlining processes extended to the automation of our organogram and employment agreement drafting procedures using Office 365 tools. This achievement not only boosted productivity but also enhanced organizational efficiency.One of my most notable accomplishments was evaluating the economic viability of 5 crops using a lean approach. This analysis empowered the company to make informed decisions and bolstered confidence when presenting these critical figures to key stakeholders." Show less

  • Licenses & Certifications

    • Advance Excel

      Direction Academy
      Jun 2023
      View certificate certificate
    • Lean Six Sigma Green Belt

      KPMG India
    • Positive psychology - the Science of Happiness

      Harvard University
      Aug 2021
    • Google analytics certification

      Google
      May 2023
      View certificate certificate
    • Associate in General Insurance (AINS)

      National Insurance Co. Ltd
      Feb 2019
      View certificate certificate
    • Masters in Digital marketing

      Delhi Institute of Digital Marketing (DIDM)
      Jun 2023
      View certificate certificate
    • The science of well being

      Yale University
      May 2021
    • Financial modeling

      KPMG India
    • Tally Prime

      ICE, INSTITUTE OF COMPUTER EDUCATION
      Nov 2021
      View certificate certificate
    • Learning how to learn

      McMaster University
      Feb 2021
    • Logistics and Supply Chain Management

      TimesPro
      May 2023
      View certificate certificate
    • Masters of Human Resource Management

      Manpower
    • Data analytics

      KPMG India
  • Honors & Awards

    • Awarded to Ashish Bansal
      Secured Third Rank In My college With 63.2% Aggregate Marks - Batch of 2019 to 2022 - Jul 2022
  • Volunteer Experience

    • International Integration of Adam Smith Club

      Issued by Kumaun University, Nainital on May 2020
      Kumaun University, NainitalAssociated with Ashish Bansal