Harsh Jha

Experience

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  Wealthplus Advisory Services

  Nov 2018 - Apr 2019

  Business Development Intern

  Working closely with the sales team to generate leads. qualify prospects and develop new business opportunities

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  Tata AIA Life Insurance

  Sept 2019 - May 2023

  Joining TATA AIA LIFE was a life-changing decision. This organization gave me my first corporate world experience, and I must say that the learnings which I got here from my mentors and senior colleagues by being a part of the organization for more than 3 years were truly exceptional. Being here I have learned a lot from Understanding specific customer needs and requirements to How to close sales in a very professional manner. Being here I was able to achieve the MILLION DOLLAR ROUND TABLE (MDRT) award for two years consecutively (2021 & 2022), which is one of the most prestigious awards in the field of Life Insurance, which has given me the confidence to achieve a lot greater things in life. Show less

  • Chief life planner

    May 2019 - May 2023

  • Executive life planner

    Jun 2020 - Dec 2020

  • Business associate

    Sept 2019 - Jun 2020
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  Jagdish Sheth School of Management

  Apr 2024 - Dec 2024

  Student Managed Investment Fund

  Managing multiple investment portfolios for the institution and continuously generating higher alphas.

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  Even

  Dec 2024 - now

  Inside Sales Specialist

  Specializing in closing hot leads and driving sales growth, I excel in customer relationship management and inside sales. My focus is on understanding customer needs, delivering tailored solutions, and maintaining strong client connections to foster loyalty and long-term success. With a results-driven approach, I thrive in fast-paced environments, leveraging effective communication and problem-solving skills to consistently achieve and exceed sales targets.