Mohesh Vishal
Cascavelle
Summary
Dynamic Associate Financial Advisor with 27 years of experience in the insurance marketing industry. Adept at developing and executing strategic marketing plans, leading high-performing teams, and driving revenue growth. Currently pursuing a BSc in Marketing Management to further enhance my expertise and stay abreast of industry trends.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Associate Financial Advisor
Limra
- Company Overview: 2019 Talent Solution International
- Collaborated with senior advisors to provide comprehensive financial planning services to clients.
- Assisted in the development of personalized investment strategies and retirement plans.
- Conducted client meetings to assess financial goals and risk tolerance.
- Utilized financial planning software to model and analyze client portfolios.
- Provided ongoing support and advice to clients, ensuring alignment with their financial objective.
Sales Manager
National Insurance Co.Ltd.
02.2012 - Current
- Lead a team of sales professionals, achieving a [percentage] 110% increase in annual sales.
- Developed and implemented targeted marketing strategies that expanded the customer base.
- Established and maintained strong relationships with key clients, resulting in a [percentage] 90% retention rate.
- Conducted training sessions to enhance team skills and product knowledge, leading to improved performance.
Education
BSc - Marketing Management
Open University Of Mauritius
01.2027
A Level - undefined
General Certificate of Education
01.2007
School Certificate (SC) - undefined
Cambridge School Certificate
01.2004
Skills
- Financial Planning and Analysis
- Investment Strategy Development
- Client Relationship Management
- Insurance Product Knowledge
- Sales and Marketing Strategy
- Team Leadership and Training
- Financial Planning Software Proficiency
Certification
- [Pitman Qualification], Word ,Excel 1993,2000
- Pitman Training Mauritius, Certificate in Supervisory skills 2011
Languages
English – Fluent
French – Fluent
Hobbies and Interests
Volunteer work, Organizing charity events or fundraisers, Taking a leadership role in youth sports or recreational clubs, Participation in advocacy groups, Sustainability projects, Mentoring students or young professionals, Continuous learning through online courses or certifications, Promoting ethical practices in your industry
Timeline
Sales Manager
National Insurance Co.Ltd.
02.2012 - Current
Associate Financial Advisor
Limra
A Level - undefined
General Certificate of Education
School Certificate (SC) - undefined
Cambridge School Certificate
BSc - Marketing Management
Open University Of Mauritius
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