Dharam Devkota

Background

About Dharam Devkota

Skills- • Business Development: Develop and identify clients • Consultation: Meets with the client to understand their financial situation and determine their needs • Research: Research Insurance options available from various partners, and identify the best ones that meet the client's needs and goals. • Comparison: Provide the client with a range of options, and help them compare and select the best one that fits their budget and lifestyle. • Application: Complete and submit the applications, and provides guidance on the required documents and information. • Negotiation: Negotiates with partners & suppliers on behalf of the client to obtain the best terms and rates possible. • Closing: Assist the client with the closing process, ensuring that all the necessary paperwork is completed and signed correctly. • After-sales service: Advice to the client throughout the term, answering questions and providing guidance as needed. • Proficiency in computer skills such Microsoft Suit, CRM, SAP, Oracle (ordering).