Raj Patel

Mithibai College of Arts, Science, and Commerce – B.B.I

CONT ACT WORKEXPERIENCE

9987297500
Insurance consultant
rp040365@gmail.com 
- NEXA MARUTI SUZUKI (Augus 2023)
https://www.linkedin.com/in/raj-
patel-450733230  Customer Consultation: Engage with customers to understand their insurance requirements,
assess their risk profiles, and tailor insurance solutions to meet their needs.
D.O.B – 04/08/2003
 Insurance Guidance: Educate clients on different types of insurance coverage available for
SKILLS automobiles, including liability, collision, comprehensive, uninsured/underinsured motorist, and
 Teamwork more.
 Problem solving
 Leadership  Policy Selection: Analyze clients' circumstances and provide personalized recommendations for
 Communication insurance coverage options that align with their needs and budget.
 Time Management 
  Customer Relationship Management: Build and maintain strong relationships with clients by
E D U C AT I O N providing exceptional customer service, promptly addressing their inquiries, and being their go-
to resource for insurance-related matters
Bachelor of commerce (Banking &
Insurance) University of Mumbai, Mithibai
College
(Agg CGPA-7.33) 2021- till
date

L.S. Raheja College – XII

commerce
University of Mumbai (80.33%) 2019- 2021

ACADEMIC PROJECTS
Structure Of Mutual Fund - Mutual Fund (2022)
AD D I T I O N A L Introduction to mutual fund and structure of mutual funds.
Q U A L I F I C AT I O N Functions Of Managements – Principles of Management (2022)
Planning, organizing, staffing, directing, controlling—ensure effective and efficient
attainment of organizational goals, utilizing resources and fostering innovation.
MS-CIT - Maharashtra State Certificate
In Information Technology
(September-2021)