Anshul Gupta

Anshul Gupta Email and Phone Number

Client Account Executive at Ablestoke Wealth Management
Anshul Gupta's Location
United Kingdom, United Kingdom
About Anshul Gupta

At present working with Ablestoke Wealth Management supporting an Independent Advisor.Worked with Direct Line Group as a Claims Handler in Home Insurance . I proffered advice on making a claim and the processes involved. This subsumes of analysing and validating a claim with adherence to industry regulations and company standards. Managed all claim administration aspects - from FNOL(First notice of loss), investigation and communication with all parties involved, including policy holders, loss adjusters and suppliers. I commenced my financial services career with the Pan-Asian Life Insurance Group - AIA Singapore Pte Limited in the Insurance, Administration and Investment sector.I worked as a Certified Financial Consultant experienced in Client Portfolio Management, Comprehensive Financial Planning and Office Management with experience across diverse sectors - including Insurance, Wealth Management and Education. I had an opportunity to kick-start my career with AIA as a Financial Consultant and subsequently work for the Financial Associate Director as a Personal Assistant.As a Financial Consultant, I assisted clients to reach their financial objectives by assessing risk tolerance and researching  their savings, asset allocation and investments. I offered portfolio summaries and reports and formulated strategies to plan financial portfolios for clients. I also assisted the Wealth manager as a corporate Personal Assistant maintaining office systems and producing reports and presentations. I overlooked the CRM system for Contact Management, Client management and Compliance training. Certificates and Diplomas- IF1 Insurance, Legal and Regulatory - Chartered Insurance Institute London-PA / Secretarial Diploma - Souters Training London -Microsoft Diploma in MS PowerPoint, MS Outlook, MS Excel, MS Word - Souters Training London

Anshul Gupta's Current Company Details

Client Account Executive at Ablestoke Wealth Management
Anshul Gupta Work Experience Details
  • Direct Line Group
    Claims Handler
    Direct Line Group Jan 2021 - Jun 2022
    London, England, United Kingdom
  • Aia
    Financial Services Consultant
    Aia 2016 - 2018
    Singapore
  • White Lodge Education Group Services
    Lead Teacher
    White Lodge Education Group Services 2014 - 2016
    Singapore

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What is Anshul Gupta's role at the current company?

Anshul Gupta's current role is Client Account Executive at Ablestoke Wealth Management.

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