Life Insurance Manager

Roma Shah ***, South *th Street,

New Hyde Park, NY

-11040, USA

Email:************@*****.***

OBJECTIVE:

All positions offering the opportunity to utilize my professional

expertise, extensive business experience, and ability to interact with

client

SUMMARY:

. 2 years of experience as a Data Programmer in Micropower Business

Solutions Inc.

. 2.5 years of experience as a Relationship Manager in Sharekhan - Sai

Investment.

. 6 months of experience as an Insurance Advisor in ICICI Prudential

Life Insurance.

COMPUTER SKILLS:

. Knowing Office Package: Microsoft Word, Microsoft Excel, Microsoft

PowerPoint and Microsoft Outlook Express, Tally

CERTIFICATIONS:

Degree Institute/Company State/Country Month and

Year of

graduation

(Passing)

Youth Festival Lions Club Gujarat, 2004-2005

Participation International India

Got certification SAMTEK, Gujarat, Gujarat, January, 2001

from SAMTEK for the India India

successfully

completion of MS

Office

Painting Competition Gujarat State Art Gujarat, February,

Teacher's India 1999

Association

TRAINING:

Degree Institute/Company State/Country Month and

Year of

graduation

(Passing)

Understanding and ICICI Prudential Gujarat, July, 2006

Analysis of Life Life Insurance Co. India

Insurance Policy Ltd.

Selling

Life Insurance Kotak Life Gujarat, May, 2006

Training Insurance India

EDUCATION:

Bachelor of Business Administration, K.S. School of Business Management,

Gujarat University, India

EXPERIENCE:

Micropower Business Solutions Inc., New York, USA

Data Programmer

October 2008 to till date

Micropower works on a business model that clearly understands the

customer's requirements and mentors the customer to choose the right

solution. We endeavor to deliver practical and workable, technology

business solutions that make sense.

RESPONSIBILITIES:

. Convert Original data into code when needed.

. Program on coded data

. Editing and formatting the data

Sharekhan - Sai Investment, Maharashtra, India

Relationship Manager

June 2005 to December 2007

RESPONSIBILITIES:

. Collected detailed statistical research and analysis of the various

stocks.

. Collect the order of Trading from the customers during Market hours

. Compile the trading data and enter them into existing Trade Management

Tool

. Generating daily report for trading and Analysis of the same.

. Communication with ShareKhan corporate office regarding daily Trading.

. Sorted out various business problems and solved them individually.

. Performed general duties and responsibilities of the office.

. Maintained a very good communication with each and every client.

. Maintained day to day reports of the mutual funds of various

proprietors.

. Updated documents and files of shares and mutual funds.

. Compiled and organized a database of all the firms which deal with

mutual funds.

ICICI Prudential Life Insurance, Gujarat, India

Insurance Advisor

January 2005 to June 2005

RESPONSIBILITIES:

. Call on policyholders to deliver and explain policy, to analyze

insurance program and suggest additions or changes, or to change

beneficiaries.

. Calculate premiums and establish payment method.

. Sell various types of insurance policies to businesses and individuals

customers.

. Interview prospective clients to obtain data about their financial

resources and needs, the physical condition of the person or property

to be insured, and to discuss any existing coverage.

. Seek out new clients and develop clientele by networking to find new

customers and generate lists of prospective clients.

. Explain features, advantages and disadvantages of various policies to

promote sale of insurance plans.

. Ensure that policy requirements are fulfilled, including any necessary

medical examinations and the completion of appropriate forms.

. Confer with clients to obtain and provide information when claims are

made on a policy.

Contact this candidate