neeraj vishwakarma

Wealth Manager at Lendbox

Neeraj Vishwakarma's work experience begins with their current role as a Wealth Manager at Lendbox, where they are responsible for revenue generation through customer visits and sales conversions. neeraj also holds the position of Sr. Associate - Investor On-boarding & Support at the same company.

Prior to that, Neeraj worked as a Customer Relationship Officer at Helios Developers from 2015 to 2016, where they generated revenue by selling real estate products and handled customer relationship management.

Neeraj also has experience working at ICICI Pru Life Insurance Company as an RM-banka from 2013 to 2014. In this role, they took care of ICICI PRU business in ICICI Securities branches, interacted with clients, and provided them with the best products based on their needs. neeraj also trained and provided product knowledge to ICICI Securities RMs.

Before that, Neeraj worked as a Retention Specialist at HDFC ERGO General Insurance from 2010 to 2013. In this position, they made calls to describe health insurance benefits, convinced customers to purchase health insurance, and provided them with proper product knowledge.

Overall, Neeraj Vishwakarma has demonstrated skills in revenue generation, customer relationship management, and sales in the finance and insurance sectors.

Neeraj Vishwakarma pursued their Bachelor of Arts in History from EIILM University from 2009 to 2012.

Links

Previous companies

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Timeline

  • Wealth Manager

    August, 2021 - present