Akash Agarwal

Experience

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  UNITED INDIA INSURANCE COMPANY LIMITED

  Feb 2021 - Mar 2023

  Insurance Consultant

  Client Relationship Management: Cultivated and maintained strong client relationships to enhance satisfaction and retention.Needs Assessment: Conducted thorough analysis of clients' financial backgrounds to recommend appropriate insurance policies.Sales and Marketing: Implemented effective strategies to promote insurance products and exceed sales targets.Consultative Approach: Utilized a consultative approach to understand client's needs and provide tailored insurance solutions.Customer Service Excellence: Delivered exceptional service to ensure timely assistance and clear explanations of insurance options. Show less

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  Life Insurance Corporation of India - LIC

  Dec 2021 - Mar 2023

  Insurance Consultant

  Client Relationship Management: Built and maintained strong relationships with clients through proactive and empathetic communication.Personalised Needs Assessment: Listened carefully to understand each client's financial background, providing tailored recommendations to meet unique needs.Policy Benefits Articulation: Clearly explained the benefits of policies to clients, ensuring full understanding of their options.Communication Skills: Success driven by strong, transparent, and responsive communication.Client-Focused: Committed to providing client-focused service, enhancing client satisfaction and retention. Show less

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  Dabur India Limited

  Jan 2024 - Jun 2024

  Finance Intern

  Conducted comprehensive financial analysis, including diverse marketing strategies, Damage Audit report verification, and Primary and Secondary Discount bill validation.Ensured accuracy and compliance in verifying Manual Travel Allowance bills and transitioning to an ERP system for auditing.Identified cost drivers in claim payments and provided insights for decision-making, along with conducting cost comparisons across fiscal years.Addressed sales team issues with the CBO app, enhancing user experience through PowerPoint presentation development. Show less