Chandan Kumar
Associate Financial Services Manager @ICICI Prudential Life Insurance Company Limited
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WORK HISTORY
Associate Financial Services Manager @ICICI Prudential Life Insurance Company Limited
New Delhi, IN
Key Responsibilities:Client Relationship Management: Assist in building and maintaining strong relationships with clients by understanding their financial needs and goals.Financial Advisory Support: Provide guidance on investment products, savings plans, insurance policies, and other financial services, ensuring clients make informed decisions.Team Collaboration: Work closely with senior financial managers, advisors, and other team members to support client onboarding, portfolio management, and account servicing.Sales and Revenue Generation: Contribute to achieving sales targets by identifying opportunities to cross-sell or up-sell financial products and services.Compliance and Reporting: Ensure adherence to regulatory requirements, company policies, and procedures while maintaining accurate records and preparing necessary reports.Market Research and Analysis: Stay updated on market trends, competitor offerings, and economic changes to recommend relevant financial solutions.Strong understanding of financial products and services.
EDUCATION
Delhi University
Bachelor of Arts - BA
ABOUT CHANDAN KUMAR
Associate financial services manager in life insurance with the Deep knowledge in Insurance.Strong Sales professional with a Graduation degree in Humanities from Delhi University.
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