Mitesh Vijaykumar Mehta

Career Objective
I seek opportuniy to be associated with a professional organization where I can utilize my skills,
thus insuring a mutually beneficial relationship for both my employer and myself. Able to multi-
task prioritize duties and meet deadlines in a high pressure environment.

Career Snapshot
Expertise in insurance sales
Working harmoniously with people of all ages, backgrounds, cultures and temperaments

1. Star award performance for new joiness

HDFC Sales PVT LTD. FINANCIAL SERVICE ASSOCIATE from August 2017
4/3/2019

Job Responsibilities
· insurance sales
· Process insurace application submitted by customers
· Provide customer services to the customers walking-in the branch for after sales
services
· Provide details and knowledge of home loans to new customers.
· Provide financial services and advice to existing home loan customers
· Verify KYC ( Know Your Customer) documents of new customer(s)
· Verify Signatures of the customer on home loan agreements

Current Job
Company Profile : Bajaj Allianz Life Insurance Company Ltd

Designation : Relationship Manager

 Job Responsibility : Work on BFL FD Branch data base and provide
services to existing clients

Period : 14th Mar 2019 To Till Date

Professional Qualification
· Basic Training from HDFC SALES PVT LTD
· IRDA (Insurance Reugulatory and development Authority) Certification
· Life insurance training from Hdfc Life

Computer Skills
· Microsoft Office I.e. Microsoft Word, Microsoft Excel, Power Point & etc.

Personal Data
· Marital Status: SINGLE
· Contact: +91 9769550379:
· Email: miteshm023@gmail.com
· Nationality: Indian
· DOB: 17th November 1995
· Education: Bachelors of commerce
Language Known
· English Gujarati & Hndi