Apoorva Gupta
Sharjah,United Arab Emirates
Summary
To perform my work with perfection accompanied by out of the box ideas so that I can achieve high career growth through a continuous learning process and to serve my organization in best possible way with sheer determination and commitment.
Overview
2026
2026
years of professional experience
1
1
Certification
Work history
Senior Motor Executive
Cosmos Insurance Brokers LLC
Sharjah, UAE
08.2020 - Current
- Motor vehicle renewal - Personal and commercial lines
- Handling fleets
- Underwriting Analysis - Issuing policies and uploading on RTA
- Administrative and Accounting work
- New business and Renewal retention
- Claim management
- Risk Assessment and KYC
- Collaboration for non motor business
Equity advisor
Karvy Stock Broking
- Investment Strategies and Portfolio Management
- Expertise in financial and stock market trading business
- Cross-selling (Mutual fund, Life insurance and General insurance)
- Asset Management and derivatives (Futures and Option)
- Financial planning and managing portfolios including hedge positions
- Diagnose equity price charts for trends, support and resistance.
- Handling five HNI portfolios
SBI Mutual Fund Executive
- Selling and operational work of mutual funds schemes
- Project Secondary data analysis for selection of best fund from each equity based mutual fund category.
Kotak Mahindra Life Insurance Company Ltd.
- Sales of life insurance and administrative work.
Bajaj FinServ Executive
- Financing the products like consumer durables, electronics etc
- Designed advertisement page
Education
Professionals Pursuing - Corporate Law
Institute of Company Secretaries of India
IndiaCertification - Marine insurance
Insurance Institute of India
India01.2023
MBA - Finance And Marketing
IILM Academy of Higher Learning
03.2018
Bachelor in Commerce - Commerce
Avadh University
2016
Senior Secondary Examination - Commerce
St. Anthony's School,
03.2012
Higher Secondary Examination - Commerce
St. Anthony's School
03.2010
Skills
- Communication and presentation Skills
- Ability to handle pressure and find innovative solution
- Financial analysis and management
- Transformational leadership
- Business administration
- Creative and Positive
Certification
- NISM Series-V-A: Mutual Fund Distributor Series.
- NISM Series-X-A: Investment Advisor (level 1)
- NISM Series-VII: Equity Derivatives Certification.
- Certification from Insurance Regulatory and Development Authority of India (IRDAI)
- Online marketing fundamentals qualification
- Certification on credit analysis
- Marine insurance-III
Accomplishments
- Pre placement offer (PPO) offered by SBI mutual fund.
- Generated business of 1 crore and 100 SIP on individual basis
- Got promoted four times in two years in current company after joining.
Affiliations
- Interior designing and making creative hand made things.
- Travelling and exploring new places and people.
- Learning new technologies.
- Event management and Stage decoration.
- Observing and analyzing new things.
Languages
English
Proficient (C2)
Hindi
Proficient (C2)
Timeline
Senior Motor Executive
Cosmos Insurance Brokers LLC
08.2020 - Current
Kotak Mahindra Life Insurance Company Ltd.
Equity advisor
Karvy Stock Broking
SBI Mutual Fund Executive
Bajaj FinServ Executive
Professionals Pursuing - Corporate Law
Institute of Company Secretaries of India
Certification - Marine insurance
Insurance Institute of India
MBA - Finance And Marketing
IILM Academy of Higher Learning
Bachelor in Commerce - Commerce
Avadh University
Senior Secondary Examination - Commerce
St. Anthony's School,
Higher Secondary Examination - Commerce
St. Anthony's School
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