Rohit Jaiswal

BBA in Finance πŸ“Š | Financial Advisor πŸ’Ό | Health & Term πŸ₯πŸ›‘οΈ | Investments & Mutual Funds πŸ“ˆ | SCM Intern @ Mehta Excel Pvt Ltd | Worked with HUL .

Role
Financial Advisor at Policybazaar.com
Location
Bareilly, UP, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Financial Advisor

    Policybazaar.com

    Feb 2026 β€” Present Β· Gurugram, IN

    Working as a Financial Advisor, providing end-to-end financial solutions including investments, mutual funds, health insurance, and term life insurance. Responsible for understanding customers’ financial goals, risk profile, and protection needs, delivering advisory-based solutions through warm leads, closing sales, and ensuring smooth onboarding and policy issuance with full compliance and high customer satisfaction.

Education

  • Invertis University

    Bachelor of Business Administration - BBA, Business Administration and Management, General

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Rohit Jaiswal β€” Financial Advisor at Policybazaar.com in Bareilly, UP, IN | Unifers