Description

PAYAL JAISWAL

Al Sadd 38, Doha, Qatar 

00974 - Show number33517383  

payaljaiswal0602@gmail.com 

linkedin.com/in/payaljaiswal0602

Financial Services Consultant

Banking | Insurance | Administration | CS

OBJECTIVE

 

 

 

 

 

 

Financial Services Consultant with 5+ years of experience in with Administration, delivering financial/investment advisory services to high value clients. Helping Customers with their short term and long-term financial goals and proven success in achievements with profitability and increase ROI through skilful strategic planning, fine-tuned consulting, and financial advisory services. Having master’s in commerce with trade Accounts, Management and Finance.

 

 

 

 

PROFESSIONAL EXPERIENCE

 

NASCO Qatar LLC – (Doha, Qatar)

             Office Administrator, Dec 2021- Feb 2022

 

v  Assisting motor department with booking of policies and endorsement.

v  Sharing renewal list with sales team and corporate clients.

v  Coordinating with sales team, clients and insurance company for the insurance certificate.

v  Coordinating with sales team, clients and insurance company for the claim registrations.

v  Assisting accounts with reconciliations and rectifying premium discrepancies.

v  Preparing the quarterly report for non-renewed policies.

v  Sending out renewal terms to the clients and sales team.

v  Performed other duties as assigned.

 

     

 

 

 

 

 

             ICICI Prudential Life Insurance Co. – (India)

Financial Services Consultant cum Customer Service Executive, July 2018 – Nov 2020

 

 

 

 

 

v  Financial Service consultant with 2+ years of experience delivering financial/investment advisory services to high value clients.

v  Followed up with insured individuals regarding premium and deductible payments.

v  Responsible for identifying client's needs to provide insurance to fit their lifestyle.

v  Deliver financial advice to clients, proposing strategies to achieve short term and long-term objectives for investment, insurance, business, and estate planning with minimal risk.

v  Work closely with specialist in multiple branches managing investment portfolios for over 500 clients with over INR 5 CR. under care.

v  Helping Customers with their short term and long-term financial goals and proven success in achievements with profitability and increase ROI through skill full strategic planning, fine-tuned consulting, and financial advisory services.

v  Disputing claims against the company if any, to assure that funds aren't refunded unless valid reasoning is provided by the policy holder.

v  Dealing with policyholders to deliver and explain policies, analyse coverages, and collect necessary premiums.

v  Interacting and making sure that all complaints are resolved while gaining the trust of the company's major clients to make sure that they are satisfied to the highest degree.

v  Reviewing Consumer loan application.

 

Post Graduate Teacher (PGT) Commerce - India

Delhi Public Convent School, April 2015 – July 2018

Accounting & Business Studies

v  Delivered lectures on accounting & business studies to graduates.

v  Prepared instruction methodologies to enhance students’ mastery of concepts and academic skills.

v  Evaluated student’s assignments and homework and recommended improvements where required.

v  Conducted and graded examinations.

v  Maintained reports of student attendances and grades

v  Provided career assistances to students.

 

 

EDUCATIONS

   

v Master of Commerce – M. Com, Sep 2015 (Mahatma Gandhi Kashi Vidyapeeth University – INDIA)

v Bachelor of Commerce – B. Com, June 2012 (Mahatma Gandhi Kashi Vidyapeeth University – INDIA)

 

CERTIFICATES

   

v National Certificate in Modular and Employable Skills in Module Banking and Accounting.

v Certificate in Tally ERP 9.

v Diploma in Computer Application and Office Package.

 

ADDITIONAL SKILLS

   

v Excellent command of English & capable of writing and communication.

v Proficient in software skills like MS Word, Excel, PowerPoint.

v Good experience in Internet and web-based applications.

v Working experience in all Microsoft Office applications

v Deep knowledge of accounting and Insurance operations.

v Excellent command of English & capable of writing reports.

v Profound knowledge of accounting principles.

v Familiarity with financial planning activities.

v Good understanding of financial accounting and advanced accounting.

v Proficient with accounting information systems.

v Ability to learn and navigate new software quickly.

v Ability to build relationship with customer and influence decision.

v Strong interpersonal, written, and oral communication.

v Basic operational knowledge for Microsoft products (Microsoft word, PowerPoint, Excel)

 

 

 

 

PERSONAL DETAILS:

 

Passport and Visa Details:

 

Passport No: UShow number9914470

Expiry Date: 13th June 2031

QID: Show number29335639231

 

Address:  Barwa Housing Complex, Al Saad 38, Doha Qatar

Date of Birth: 06th oct 1993

Nationality:  Indian

Spouse Name: Rakesh Kumar Jayswal

Emergency Contact No: 00974 – Show number31533193   

Languages Know: English and Hindi

 

Declaration:

I hereby declare that the above information and details provided are correct and to the best of my knowledge.

 

Date:

Place: Doha, Qatar                                                                                                                                                                   

                                                                                                                                                       

                                                                                                                                                        Payal Jaiswal

 

 

 

 

 

Information