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Shubhra Gupta, Financial Consultant

Shubhra Gupta

Financial Consultant·Zurich International Life

Qatar

Bachelor's degree, Economics

Work experience

Total years of experience: 2 years, 1 months

Financial Consultant

January 2002 - January 2004

Zurich International Life

United Arab Emirates

January 2002 - January 2004

for one of the leading Insurance Companies in the Region.
• Responsible for generating new leads, meeting prospective clients and conversion of Pipeline. Lead a team
across Client servicing and Product partners to ensure business opportunities were identified and realized
coupled with seamless execution and delivery.
• Responsible for meeting clients to understand their financial needs and structuring and offering need based
solutions to meet their financial objectives.
• Held workshops for new recruits to make them aware of the product plans, selling techniques and soft skills
required for the job.
• Was instrumental in designing a Commission sharing model for collaborated sales and received appreciation
for successful design and implementation of the same.

Company industry:
Insurance & TPA
Job role:
Accounting and Auditing

Education

Hindu College, University of DelhiYWCAUniversity of Leicester

January 1998

January 1998

Bachelor's degree, Economics

India

in

Hindu College, University of DelhiYWCAUniversity of Leicester

January 1998

January 1998

Bachelor's degree, Economics

India

in

Hindu College, University of DelhiYWCAUniversity of Leicester

January 1998

January 1998

Bachelor's degree, Economics

India

in

Skills

Training in team building
Intermediate
Training in team building
Intermediate
CONSULTING
Expert
CONSULTING
Expert
CUSTOMER RELATIONS
Expert
CUSTOMER RELATIONS
Expert
DELIVERY
Expert
DELIVERY
Expert
DESIGN
Expert
DESIGN
Expert
INSURANCE
Expert
INSURANCE
Expert
SALES
Expert
SALES
Expert

Languages

English

Expert