Yogesh Kumar Thakur Email and Phone Number
đ About MeHello! I'm Yogesh Kumar Thakur, a passionate and dynamic Financial Sales Professional based in Bengaluru, India. Currently enhancing my expertise with a Master of Business Administration in Finance, I specialize in investment plan analysis, client relationship management, and strategic sales development.đ Professional JourneyWith over a year of rich experience in the finance sector, I have developed a deep understanding of various investment products, including life insurance and financial planning services. My professional journey began at Globiva Services Private Limited, where I played a pivotal role in expanding the client base and surpassing sales targets through personalized client interactions and effective sales strategies.Currently, I am a Sales Associate at Policybazaar.com, where I excel in engaging with customers, analyzing their needs, and providing tailored investment solutions. My success is not just in numbers but in the lasting relationships I build with clients, guided by a strong ethic of personalized service and comprehensive financial advice.đ Skills and Achievementsâ Expertise in Financial Sales, Client Engagement, and Investment Plan Analysisâ Proven ability to exceed sales targets and expand client basesâ Strong analytical skills to assess and meet customer financial needsâ Proficient in CRM software and modern sales methodologiesâ Continuous professional development in finance and sales domainsđĄ AspirationsI am constantly seeking opportunities to grow and take on new challenges. My goal is to leverage my skills in a dynamic environment, driving sales growth, and fostering strong client relationships. I am particularly interested in opportunities that allow me to apply my knowledge in new and diverse markets, with a keen interest in expanding my professional horizons internationally.
Policybazaar.Com
View- Website:
- policybazaar.com
- Employees:
- 3384
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Senior Sales AssociatePolicybazaar.Com Nov 2022 - PresentIndia⢠Proactively contacted customers who showed interest in investment plans via the website or app⢠Assessed individual customer needs to recommend suitable investment plans⢠Conducted thorough comparisons of various investment plans from multiple companies to advise customers on the best options tailored to their needs⢠Assisted customers in understanding the investment process, guiding them through each step, including document submission and online application⢠Ensured accurate and complete documentation was uploaded by customers⢠Regularly analysed market trends and financial product developments to stay updated and provide relevant advice to customers⢠Utilised CRM tools to efficiently manage customer interactions and maintain detailed records of customer queries, feedback, and transactions⢠Collaborated with the sales team to develop and implement effective sales strategies ⢠Participated in training programs to continuously improve sales techniques and financial product knowledge -
AssociateGlobiva Services Private Limited May 2022 - Nov 2022India⢠Conducted sales of HDFC Life Insurance investment plans over the phone, as well as analysed client requirements to recommend appropriate investment plans⢠Provided clear and comprehensive information to clients about various investment options, benefits, and associated risks, as well as established and maintained strong client relationships⢠Consistently met and exceeded monthly sales targets through effective client engagement and persuasive sales techniques⢠Collected and analysed client feedback to improve sales approaches and enhance customer satisfaction⢠Worked collaboratively with team members to share best practices and strategies for effective sales and client management⢠Maintained accurate records and reports of sales activities, client interactions, and transaction details
Yogesh Kumar Thakur Education Details
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Bachelor Of Arts - Ba
Frequently Asked Questions about Yogesh Kumar Thakur
What company does Yogesh Kumar Thakur work for?
Yogesh Kumar Thakur works for Policybazaar.com
What is Yogesh Kumar Thakur's role at the current company?
Yogesh Kumar Thakur's current role is Dynamic Financial Sales Professional | Expert in Investment Plan Analysis & Client Relationship Management | Aspiring to Drive Innovation in Global Financial Markets.
What schools did Yogesh Kumar Thakur attend?
Yogesh Kumar Thakur attended Symbiosis Skills & Professional University, Rani Durgavati Vishwavidyalaya.
Who are Yogesh Kumar Thakur's colleagues?
Yogesh Kumar Thakur's colleagues are Anand Kumar, Gaurav Bahuguna, Ashish Sachdeva, Vikash ., Monika Harit, Prateek Jain, Zakir Najar.
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Yogesh Kumar Thakur
Student At Sri Govindram Seksaria Institute Of Technology And Science,IndoreIndore1gmail.com -
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