Shaurya Singh Panwar

Experience

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  CorporateU

  Aug 2020 - Apr 2023

  Founder

  •Collaborate with management to identify company training needs.•Schedule appropriate training sessions.•Oversee and direct seminars, workshops, individual training sessions, and lectures.•Plan and implement an effective training curriculum.•Supervise training budgets.•Prepare hard copy training materials such as module summaries, videos, and presentations.•Train and guide new employees.•Develop monitoring systems to ensure that all employees are performing job responsibilities according to training.•Soft Skills Training •Trained Non-Gazetted Officers for SSB. •Partenered with government colleges to inculcate personality development courses full time in the college.•Tied up with various firms for personality development programmes for their enterprises.•Mentored and coached over 1000+ learners. Show less

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  L&T Financial Services

  Jan 2022 - Mar 2022

  Market Research

  •A collaborative multi-disciplinary approach towards problem solving project with our college.•Problem statement was provided to us by LTFS •We had to give solutions after thorough market research.•Mystery Shopping

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  NielsenIQ

  Apr 2022 - Aug 2022

  Consumer Insights Commercial

  Assisting Quantitative CPG/Retail teamIn Terms of :-•Questionnaire checking•Charting for report preparation•AnalysesDevising actionable strategies from customer insights.

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  Tata Capital

  May 2023 - now

  Wealth Manager

  Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.· Answer clients' questions about the purposes and details of financial plans and strategies.· Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.· Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.·Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.·Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.·Manage client portfolios, keeping client plans up-to-date.·Contact clients periodically to determine any changes in their financial status.·Prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections.· Recruit and maintain client bases.· Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.·Investigate available investment opportunities to determine compatibility with client financial plans. Show less