Ashokan M
Sales Officer at Panasonic Life Solutions India Private Limited
Bengaluru
7+ years of work experience
Apr 20267 mosPresent
Bengaluru, Karnataka, India
Mar 20251 yr 8 mosPresent
India
Jan 20222 yrs 4 mosApr 2024
Educate clients about various life insurance and investment opportunities, highlighting their benefits and suitability based on individual needs.
Provide personalized investment advice to clients, considering their risk tolerance, investment goals, and market conditions, to help them make informed decisions.
Ensure smooth and efficient issuance of insurance policies& other term polices bycoordinating with clients and addressing any issues that may arise during theprocess
Proactively follow up with clients to review their financial plans, provide updates on investment performance, and identify any new financial needs or opportunities.
Cultivate strong relationships with existing clients to understand their financial goals and provide tailored advice.
Jun 20201 yr 5 mosOct 2021
Do the market research for opening current and savings Account and selling Policy/ Insurance.
Responsible for new client acquisition.
Achieving monthly assigned targets.
Preparation of Report & Data Entry in banking software.
Responsible for online and offline documents verification from Client.
Manage client relationship for any banking related activities from opening an account to any account related activities & queries.
Maintaining client relations for smooth interaction with bank on behalf of the client.
Achieved 1 internal promotion from SRO to ARM.
Mar 20182 yrs 2 mosApr 2020
Ashokan’s AI Stack
Education
Bachelor of Engineering, Electrical, Electronic and Communications Engineering Technology/Technician
Visvesvaraya Technological University
20143 yrs2017
Diploma of Education, Electrical, Electronics and Communications Engineering
Raman Polytechnic
20113 yrs2014
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