Kajal Rajora

Associate Consultant

Noida, Uttar Pradesh, India7 yrs experience

Key Highlights

Expert in managing HNI portfolios and investment strategies.
Strong background in customer retention and satisfaction.
Proficient in market research to align financial strategies.

Stackforce AI infers this person is a Financial Services Consultant with expertise in investment management and customer relations.

Contact

Skills

Core Skills

Account Portfolio ManagementInvestment StrategiesCustomer RetentionInvestment ManagementCustomer Satisfaction

Other Skills

Account ManagementClient RelationsCommunicationDocument DraftingInvestment AdvisoryInvestment ResearchKey Client RelationshipsMarket ResearchMicrosoft ExcelMicrosoft OfficeMutual FundsSalesSales ManagementSelf LearningTerm Life Insurance

About

PRG National empowers clients with tailored financial strategies. Current responsibilities include managing client portfolios, fostering strong relationships, and guiding investment decisions. Contributions are supported by market research to align strategies with evolving trends. Earned an MBA in Finance and Marketing from Lovely Professional University. Previous roles at Bajaj Allianz and Max Life Insurance enhanced expertise in managing HNI portfolios, customer retention, and satisfaction. Committed to delivering personalized solutions that drive financial success.

Experience

Prg national

Financial Services Consultant

Sep 2024 – Present · 1 yr 6 mos · Noida, Uttar Pradesh, India · On-site

Account Portfolio ManagementCustomer SatisfactionCustomer RetentionInvestment StrategiesKey Client RelationshipsInvestment Research+1

Bajal allianz life insurance

Premium relationship manager

Oct 2023 – Oct 2024 · 1 yr · Gurugram, Haryana, India · On-site

Max life insurance company limited

Deputy Manager

Jul 2021 – Jun 2023 · 1 yr 11 mos · Gurugram, Haryana, India · On-site

Managed portfolio of High Networth Individual (HNI) clients, and plan customized insurance programs for them. Have worked closely with both existing and new customers. Reesponsibilities include-
Maintaining client relationships.
Assisting clients with their investment decisions.
Market research to prepare and implement sales strategies for promoting products as per latest market trends.

Customer SatisfactionCustomer RetentionInvestment StrategiesMarket Research

Times internet

Senior Mutual Fund Specialist

Nov 2018 – Jul 2021 · 2 yrs 8 mos · Gurugram, Haryana, India · On-site

Responsibilities inculde:-
Manage customer investment portfolios after relevant business research and risk analysis.
Maintain close working relationship with both existing and new customers.
Evaluate market needs to exploit potential demands, and identify new sales channels to improve and meet organization revenue targets.

Customer SatisfactionInvestment StrategiesMarket ResearchInvestment Management