About Me
After completing graduation in Commerce (H), I joined in a chartered firm as Audit Assistant. I got enough experience there. I take a lot of interest in learning consumer behavior and inter personal relations. Moreover I wanted to earn more. Naturally, sales job suited me best.I joined in Sears India Pvt.Ltd., Kolkata, where I had to co-ordinate sales team, maintain customer relationship and look after daily sales target of team. While working there I took Advisorship of ICICI Prudential Life Ins. Co. Ltd.I did a commendable performance there and became the Grand Perk Gold Club Member,Debut star Club Member. I was promoted as Unit Manager there. I got promotion to Agency Manager and from there, Manager Priority Clients. Then I shifted to Tata-Aig Life Ins.Co. Ltd.as Sales Manager, Bancassurance Channel. Though I wanted to join as Area manager there,I could not for want of any professional qualification. I thought to take some professional qualifications for further career growth.But staying in insurance sales it was quite difficult.CFP Certification attracted me a lot.I left Tata-Aig,Joined in a firm as Audit and Investment Manager.Today, My dream to become a CFP has come true. Apart from CFP, I posses some other qualifications like PGDFA, Associate(III), Post Graduate Diploma in Management and pursuing MBA(Final semester) also.Now I feel more confident where I can see a prosperous career opportunity.
Experience & Qualification
Qualification
B.Com, CFP
Experience as an Advisor
10 Years
Total work Experience
10 Years
Services and Advisory Offered
Certified Financial Planner (CFP)