Rohit Bohat

Bio-Medical Engineer l Freelancer l Traveller l Try to learn, live, love, earn, spend, experience....

Role
Financial Advisor at HDFC Life
Location
Jabalpur, MP, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Rohit Bohat

Experienced Sales and Marketing with a demonstrated history of working in the various…

Experience

  1. Financial Advisor

    HDFC Life

    Apr 2015 — Present · Bhopal, IN

    Meeting with and identifying the financial and investment requirements of customers. Asking the client questions about what his/her financial requirements will be in the immediate and distant future. Making suggestions out of the company’s product portfolio, based on the customer’s requirements. Clearly enumerating to the client the risks involved with making particular investments. Ensuring that all required paperwork is completed and that no legal issues are being violated. Giving advice to clients when asked about the suitability of a particular investment. Maintaining client relationships with the firm.

Education

  • Samrat Ashok Technological Institute,Civil Lines, Netaji Subhash Marg, Vidisha

    Bachelor's degree, Biomedical/Medical Engineering

    2002 — 2006

Skills

  • Customer Relationship Management (Crm)
  • Public Speaking
  • Business Analysis
  • Strategy
  • Biomedical Engineering
  • Microsoft Excel
  • Powerpoint
  • Market Research
  • Team Management
  • Digital Out of Home Advertising
  • Display Technologies
  • Marketing
  • Management
  • Project Planning
  • Business Development
  • Microsoft Word
  • Team Leadership
  • Marketing Strategy
  • Digital Signage
  • Customer Service
  • Office Administration
  • Social Media
  • Digital Media
  • Microsoft Office
  • Sales
  • Leadership
  • Sales Management
  • Strategic Planning
  • Research
  • Advertising
  • Public Relations
  • Business Strategy
  • Project Management

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Rohit Bohat — Financial Advisor at HDFC Life in Jabalpur, MP, IN | Unifers