Experience

• 

  Motilal oswal financial services ltd

  May 2013 - Oct 2015

  Assistant manager - financial planning

  - Scheduled Induction Program, AMFI Training & other business events for channel partner & employees end to end.- Sales Support from form processing, solving queries, support for requirements from channel partners’ & RM’s Maintenance of data to commission payable to channel partners and have also worked on testing of Back office software.- After 6 months tenure was frontline for financial planning, Making financial plans and maintaining balance between advisory and business side and also annually reviewing the same.- Overall testing of software was done with aiming hassle free work flow of software end to end.- Creating more awareness on financial planning by sending thought for the day and other day to day updates.- Scheduling test for TPP morning meet, designing test questions for TPP test, Maintaining MIS and publishing weekly MIS and also publishing daily test scores of participants.- Provided insurance premium and product comparison to RM’s for clients and also processing forms for execution.- Handled backend commission processing for insurance both life and General.- Followed all legal regulations of insurance broker’s regulation from certification to assisting with departments for filling returns quarterly, half yearly and annually and broker’s regulation.- Co-ordinating with insurance companies & AMC’s for new product updates, Trainings & campaigns, etc - Handled product communication of third party products to branches & channel partners.Assist for Portfolio Restructuring & also Investment proposal for large deals. - Launched quarterly newsletter and other product initiatives for Internal Employees. Show less

• 

  Principal retirement advisors private limited

  Oct 2015 - Feb 2016

  Investment advisory expert

  - In 4 months tenure have prepared 60+ financial plans.- Resolving the queries of sales RM in understanding the plan & for presenting the plan to client efficiently.- Asset allocation advisory based on clients’ goals and risk tolerance outlined as per clients’ Investment Policy Statement- Rationalization of existing investments based on suitable asset allocation and goal-based planning for client’s life-stage goals- Assess insurance needs of clients and cost-benefit analysis of their existing insurance policies- Preparation of case studies for various financial situations of individuals and product presentations for marketing- Content Development & publication of Articles covering various areas of Financial & Retirement Planning & Advisory. Show less

• 

  Angel one

  Feb 2016 - Nov 2016

  Deputy manager

  - Assisting with new wealth branch set up.- Developing financial planning software aiming hassle free work flow.- Induction training on process, structures and products of Angel.- Training on financial planning tool to wealth RM’s.- Coordinating with third party vendor for financial planning tool & Insurance (Corporate agent) for queries, trainings, any other new product communication.- Supervising renewal calling & complaint management tele-sales team.- Keeping a track of cost, business & other business strategies.- Publish Wealth Branch MIS daily basis to business heads & Branch Managers.- Assist Wealth RM’s on products understanding, analysing & recommending products (Portfolio restructuring). Show less

• 

  Network fp

  Dec 2016 - Mar 2019

  Manager

  - Taskforce (Volunteers) Management for delivery of Membership benefits for NFP ProMembers.- Execution of all Membership benefits like MasterClasses, ThinkTank Articles, Toolbox, etc- Assisting & managing in driving Membership, Regional & Workshop Registrations.- Membership base grown from 350+ to around 1000 NFP ProMembers.- Conference, Regional & Workshop Speaker co-ordination management.- Launched Mobile App in NFP National Conference 2018.- Have also managed Network FP Stall at other conferences like MFRT & Cafemutual.- Supervising Renewal calling of NFP Members & their queries solvency by team member.- Managed various databases for growing membership base.- Worked on Membership Management Software.- Improvised process of Membership Benefits. Show less

• 

  Money mantra™

  Jan 2020 - Mar 2022

  Manager

  • Managing Daily Operations • Place Transactions of Mutual Funds on online platform• Also manage other financial products executions• Prepare one-page financial plan & Investment Plan reports• Providing Portfolio reports, MF statements and other required investment details analysis to clients as and when required• Lead Management• Prepare weekly and monthly MIS of Business done• Manage client database & Enquiry management• Streamlining process for better client service Show less

• 

  Indiabonds

  Mar 2022 - Nov 2023

  Bond manager
• 

  Anand rathi share and stock brokers ltd

  Nov 2023 - now

  Manager - fixed income