Classical Music
Akshar Jagesur
Insurance Broker (Under Supervision)
Durban
Summary
Dynamic financial planner with a proven track record at Everlast Insurance Brokers and Magna Consultants, excelling in strategic investment planning and relationship building. Enhanced client satisfaction through personalized services and comprehensive portfolio analysis, while ensuring compliance with regulatory standards. Recognized for exceeding client expectations and demonstrating exceptional attention to detail in all financial dealings.
Overview
5
5
years of professional experience
Work History
Associate Financial Planner
Magna Consultants
Umhlanga
10.2024 - Current
- Developed strong relationships with clients through regular communication and updates on their financial status.
- Supported senior planners in managing large client accounts while maintaining excellent service standards.
- Maintained up-to-date knowledge of regulatory requirements affecting the financial planning industry, ensuring compliance with all applicable laws and regulations.
- Participated in ongoing professional development to stay current with industry trends and best practices.
- Monitored and tracked clients'' progress towards their financial goals, adjusting plans as necessary.
- Enhanced client satisfaction by providing personalized financial planning services and advice.
- Collaborated with senior financial planners to develop tailored strategies for clients'' financial goals.
- Assisted in the development of customized investment portfolios to meet specific client needs and objectives.
- Prepared detailed reports for clients outlining progress towards their financial goals, including recommendations for adjustments or improvements.
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Advised clients on investments, retirement and estate planning.
Insurance Broker Consultant
Everlast Insurance Brokers
Westville
01.2021 - Current
- Improved customer retention rates with proactive communication and ongoing policy reviews.
- Collaborated with underwriters to negotiate competitive policy terms for clients, ensuring optimal coverage at affordable rates.
- Demonstrated exceptional attention to detail when reviewing policies for accuracy, ensuring full compliance with regulatory standards.
- Exceeded sales targets consistently by building strong relationships with clients and understanding their specific insurance requirements.
Cashier
Woolworths
Westville
11.2019 - 01.2020
- Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
- Welcomed customers and helped determine their needs.
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
Education
No Degree - Financial Management
Varsity College
Westville, South Africa 04.2001 -
High School Diploma -
Westville Boys High School
Westville, South Africa 04.2001 -
Skills
Retirement investment guidance
Cash flow management
Sales skills
Customer service
Problem-solving
Time management
Honest and dependable
Multitasking
Excellent communication
Decision-making
Self motivation
Critical thinking
Attention to detail
Relationship building
Analytical skills
Written communication
Business development
Accomplishments
I have studied South Indian Classical music from the age of 6 and have been awarded the title "Bala Laya Nandhidasa" in 2015, an award given to young individuals who excel in the art form, awarded by Nandhikeshwar Thala Vidyalaya School in Chennai, India.
Interests
Cricket
Squash
Community Outreach Programme
South Indian Classical Music
🎵 South Indian Classical Percussionist – Mridangam & Ghatam
Years of Experience: 19 years
Training: Disciple of Guru Jayandran Moodley in association with the Umayalpuram K. Sivaraman School of Music Chennai, India
Notable Performances:
- Featured in numerous local concerts (20 plus) across South Africa
- Collaborated with renowned international Carnatic and fusion artists
- Regular performer at community cultural and religious events
Achievements:
- Multiple awards from South Indian Eisteddfods
- Certificate of recognition for excellence in South Indian classical music
- Respected accompanist for vocal and instrumental performers
Skills Gained:
Rhythmic mastery, performance under pressure, discipline, cultural depth, collaboration, stage presence
Timeline
Associate Financial Planner
Magna Consultants
10.2024 - Current
Insurance Broker Consultant
Everlast Insurance Brokers
01.2021 - Current
Cashier
Woolworths
11.2019 - 01.2020
No Degree - Financial Management
Varsity College
04.2001 -
High School Diploma -
Westville Boys High School
04.2001 -
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