About Me
Hello, I am having an experience of more then 14 years of the Financial Advisory,
In the starting of the carrier, I had the opportunity to work in corporate like Bajaj Capital and Sundaran Distribution Ltd. I have worked in different cities like - Varanasi, Lucknow and Delhi - NCR. I am fully equipped with ONLINE PLATFORM. Products I deal in - Mutual Fund, Health Insurance, Term Insurance and Motor Insurance.
About Work Experience
I am in this business since November 2005, I started my carrier in Bajaj Capital Ltd as Client Relationship Executive at Varanasi, and then switched to Sundaram Finance Distribution Ltd in May 2008 as Sales Officer at Varanasi itself, just after 2 months I was transferred to Lucknow, and then got the promotion and transfer to Noida as Location In charge in Oct 2009, My seniors saw something in me and made me cluster Manager for Delhi and NCR for Sundaram Direct in april 2010, I worked as Cluster Manager till Oct 2012, then got the opportunity to return to Home Town Varanasi and I became the team member in All India Wealth Team consisting of 20 people in it all over country.
In July 2015, I decided to quit the job and become an Individual Financial Advisor and it was implemented in Aug 2015, with blessing of God and trust of my Client, I am able to serve and grow my network. Also I have a website, a part of my effort to keep you informed and serve you better. I use different financial products such as Mutual Fund, Life Insurance and General Insurance for comprehensive Financial Planning. I am always open for your feedback, suggestion and guidance.
Experience & Qualification
Qualification
B.Com, MBA.
Experience as an Advisor
14 Years
Total work Experience
14 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
IPOs, Bonds & NCDs
Personal Loan
Financial Education Providers
Gold Saving Plans
Fixed Deposits