Bishal Kumar
Senior Area Manager @ Bajaj Life | Financial Planning
- Role
- Senior Area Manager at Bajaj Life
- Location
- Hyderabad, TG, IN
- LinkedIn followers
- 500 followers
About Bishal Kumar
I am a Senior Area Manager at Bajaj Allianz Life, where I lead a team of financial advisors who provide customized solutions to clients based on their risk profile, liquidity, and objectives. With my strong analytical, communication, and leadership skills, I have successfully increased the sales volume, retention rate, and quality of business for my cluster, achieving an average of 120% of the annual target in the past 10 months.I have a PGDM in Marketing and Finance from Siva Sivani Institute of Management, where I gained a solid foundation in financial concepts, strategies, and tools. I have also worked with leading insurance companies such as Tata AIA and ICICI Prudential, where I developed a network of HNI and ultra HNI clients and handled a diverse portfolio of products and services. I am passionate about helping people achieve their financial goals and secure their future.
Experience
Senior Area Manager
May 2023 — Present · Hyderabad, IN
Analyzing of financial information obtained from clients to determine strategies for meeting clients\' financial objectives Counselling and identifying gaps of clients risk cover and advising on products and services based on client needs and liquidity. Formulation and implementation of financial strategies across clients\' portfolios
Education
Siva Sivani Institute of Management
Post Graduate Diploma in Management (P.G.D.M), Marketing & Finance
2015 — 2017
Xaviers English High School
High School
1997 — 2010
Karim City College Jamshedpur
Bachelor’s Degree, Accounts (hons)
2012 — 2015
Skills
- Marketing Strategy
- Powerpoint
- Microsoft Excel
- Microsoft Office
- Sales
- Microsoft Word
- Training
- Global Sourcing
- Research
- Leadership
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.