Deep Enrich
Anuj Sule
Sr. Relationship Manager (Financial Planning)
151 followers
Pune, Maharashtra, India
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About me
Process Specialist at Principal Global Services
Education
CFA Institute (US)
-Passed Level I of the CFA Program
University of Pune
2007 - 2010Bachelor of Commerce (BCom)
Pune University
2010 - 2012Master of Business Administration (MBA) Finance, General
Experience
Monetonic Financial Services Pvt. Ltd.
Apr 2014 - Oct 2015Sr. Relationship Manager (Financial Planning)Preparing comprehensive financial plans for clients and helping them in execution
Principal Financial Group
Apr 2016 - nowCurrently working as investment performance analyst. Role involves monitoring performance data quality of portfolios and composites on daily basis and reaching out to operational teams if needed. Cash reconciliation of portfolios managed by Principal, currency repatriations and market value reconciliation Role was analyzing & reviewing the client’s financial status and generating quality retirement plans & investment recommendations in a manner a typical customer can understand
Analyst (Process Specialist)
Mar 2020 - nowAnalyst (Process Specialist)
Aug 2016 - Feb 2020Financial Planning- Analyst
Apr 2016 - Aug 2016
Licenses & Certifications
Advanced Financial Planning
FPSB IndiaSept 2013Tax Planning & Estate Planning
FPSB IndiaJul 2013Investment Planning
FPSB IndiaMay 2013Retirement Planning & Employee Benefits
FPSB IndiaApr 2013Risk Analysis & Insurance Planning
FPSB IndiaFeb 2013Technical Analysis
Finitiatives Learning India Pvt. Ltd.Oct 2012Equity Research
FLIP-NSESept 2012Fundamental Analysis
NSEJun 2012
Languages
- enEnglish
- maMarathi
- hiHindi
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