Abish Kabra

Client Servicing - Fidelity Mutual Fund

12000 followers

Kolkata, West Bengal, India

Connect with Abish Kabra to Send Message

Connect

Connect with Abish Kabra to Send Message

Connect

Timeline
About me
Sr. Manager & Vertical Head - Retail Health
Education
- Dibrugarh University, Dibrugarh
  -
  Graduate Commerce
- International College Of Financial Planning, Delhi
  -
  Post Graduate Financial Planning
Experience
- Computer Age Management Services Pvt. Ltd.
  Jul 2011 - Mar 2012
  Client Servicing - Fidelity Mutual Fund
  Advising website visitors of Fidelity AMC to invest in equity and debt funds online.
- Religare Health Insurance Co. Ltd.
  Jun 2012 - Nov 2013
  Team Leader - Online Sales
  Leading a team of Online Sales Executives selling Health Insurance to website visitors.
- Apollo Munich Health Insurance Co. Ltd.
  Oct 2014 - Sept 2018
  Capturing NPS and analysing Detractors to suggest process improvement actions. Converting website visitors into customers via Online Sales and Web Chat process.
  - Net Promoter Score & Customer Experience
    Oct 2017 - Sept 2018
  - Online Sales & Web Chat
    Oct 2014 - Sept 2017
- Ideal Insurance Brokers Pvt. Ltd.
  Oct 2018 - Jul 2020
  Manager & Vertical Head - Health
  Leading the vertical for revenue generation of New & Renewal business.
- Salasar Services (Insurance Brokers) Private Limited
  Aug 2020 - now
  Sr. Manager & Vertical Head - Health
  Leading the vertical for revenue generation of New & Renewal business.
Licenses & Certifications
- Licenciate
  Insurance Institute of India
  Jun 2022
- Certified Commodity Professional
  Multi Commodity Exchange of India Ltd.
- Associate Financial Planner - Investment Planning
  Financial Planning Standards Board Ltd.
- NCFM Derivatives Market (Dealers) Module
  National Stock Exchange of India Limited
- Mutual Fund Distributors Certificate
  National Institute of Securities Markets (NISM)
- NCFM Capital Market (Dealers) Module
  National Stock Exchange of India Limited
- Entrepreneurial Operations
  Department of Management Studies, IIT Delhi
- BQP - Direct Life & General Insurance
  National Insurance Academy
  Dec 2021
- Business Communication & Personality Development
  Liqvid English Edge Pvt. Ltd
- Associate Financial Planner - Risk Analysis & Insurance Planning
  Financial Planning Standards Board Ltd.