Ravi Agarwal Email & Phone Number

I am a Financial Advisor at TATA AIA LIFE INSURANCE, where I help clients turn their dreams into reality with various savings and investment plans. I am also a Bachelor of Business Administration student at METAS Adventist College, majoring in Marketing. My core competencies include financial analysis, business analysis, and English communication skills.In my current role, I advise clients on various life insurance plans to safeguard them and their families, such as term plan, child future plan, pension plan, retirement plan, and whole life health and life insurance plan. I also assist clients with investment plans and systematic withdrawal plans to optimize their returns and cash flows. I work with a team of dedicated and professional advisors who share the same values and goals of providing quality service and customer satisfaction. I enjoy learning new skills and knowledge from my colleagues and mentors, as well as from my academic courses. I believe that I can bring diverse perspectives and experiences to the team, as I have a keen interest in marketing and consumer behavior.

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  Financial Advisor

  Tata Aia Life Insurance

  Sep 2023 - Present - Surat, Gujarat, India

  TATA AIA LIFE INSURANCE ADVISOR. HELPING YOU WITH YOUR DREAMS TURNING INTO REALITY WITH THE HELP OF VARIOUS SAVINGS AND INVESTMENT PLANS.SECURING YOUR FUTURE WITH VARIOUS LIFE INSURANCE PLAN TO SAFEGUARD YOU AND YOUR FAMILY. BEST AT :-1) TERM PLAN2) CHILD FUTURE PLAN3) UNIT LINKED PLANS4) SAVINGS PLAN5) PENSION PLAN6) ENDOWMENT PLAN7) RETIREMENT PLAN8) WHOLE LIFE HEALTH + LIFE INSURANCE PLAN9) INVESTMENT PLANS 10) SWP PLANS ( SYSTEMATIC WITHDRAWAL PLANS)

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  Metas Adventist College

  Marketing