
Ashish Bansal
Financial Planner

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About me
Master Business Administrator with Expertise in Investment Banking - Driving Financial Growth and Maximizing ROI
Education

Ramakrishna Senior Secondary School - Vikas Puri
-10th Primary Education 6.4Activities and Societies: Dancing, Acting, Writing, Musical Instruments (Guitar)

Ramakrishna Senior Secondary School - Vikas Puri
2017 - 201912th Business/Commerce, General 72.8 %Activities and Societies: Basketball

Kumaun University, Nainital
2019 - 2022Bachelor's of commerce Business Administration, Management and Operations 63.2%Activities and Societies: • •Founding member of Adam smith club • Secured the third rank in college • Practiced Archery • Learnt Psychological Well-being • Practiced Meditation and Deep work
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Management Education Research Institute (MERI), New Delhi
2022 - 2024Master of Business Administration - MBAActivities and Societies: • • Head Student Coordinator (India-Bhutan Friendship Association Education Day) • Head Student Coordinator - Fashion Show (Artopia X La' kermessse) • Chief Student Editor (Marketing Quest Magazine - Vol 4) •Student Coordinator (Startup Festival) •FashionVista Coordinator - Fashion Show (Pratibimb X La' kermessse) •Bhangra Team Coordinator (Folk Dance - Anugoonj)
Experience

National Insurance Co. Ltd
Feb 2019 - Feb 2022Financial PlannerDuring my time as a part-time insurance agent at National Insurance Company Limited from February 2019 to February 2022, I had the opportunity to help people protect what mattered most to them. My primary focus was on health and motor insurance, and here's a bit about my journey.One of my key responsibilities was to assist clients in finding the right insurance coverage for their health and vehicles. To ensure that they got the best policies, I kept meticulous records of the insurance plans I sold. This helped me provide quick and accurate assistance when clients had questions about their coverage or needed to file a claim. I strongly believe in the importance of building relationships with clients. Insurance can be a complex topic, and I made it my mission to explain things in a way that was easy to understand. This not only helped clients make informed decisions but also ensured they felt comfortable reaching out to me whenever they needed assistance.One of the most crucial aspects of insurance is renewing policies on time. Missing a renewal date can lead to gaps in coverage, which is something I was determined to prevent. I took it upon myself to remind my clients well in advance of their policy renewal dates. This proactive approach not only saved them from potential lapses in coverage but also showed them that I genuinely cared about their well-being.In essence, I am proud of the relationships I build and the peace of mind I provided to my clients during this period. I am grateful for the opportunity to have been a part of the National Insurance Company Limited. Show less

Growpital by Zetta Farms
Jul 2023 - Sept 2023Summer Intern"During my impactful internship at GrowPital by Zetta Farms, I embraced multifaceted challenges, leaving an indelible mark on my journey.Innovation was at the forefront as I scouted a more cost-effective software integration platform, a pivotal move that maintained the utmost security and operational efficiency. This endeavor exemplified my commitment to optimizing operations while being financially savvy.My dedication to streamlining processes extended to the automation of our organogram and employment agreement drafting procedures using Office 365 tools. This achievement not only boosted productivity but also enhanced organizational efficiency.One of my most notable accomplishments was evaluating the economic viability of 5 crops using a lean approach. This analysis empowered the company to make informed decisions and bolstered confidence when presenting these critical figures to key stakeholders." Show less
Licenses & Certifications
- View certificate

Advance Excel
Direction AcademyJun 2023 
Lean Six Sigma Green Belt
KPMG India
Positive psychology - the Science of Happiness
Harvard UniversityAug 2021- View certificate

Google analytics certification
GoogleMay 2023 - View certificate

Associate in General Insurance (AINS)
National Insurance Co. LtdFeb 2019 - View certificate
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Masters in Digital marketing
Delhi Institute of Digital Marketing (DIDM)Jun 2023 
The science of well being
Yale UniversityMay 2021
Financial modeling
KPMG India- View certificate

Tally Prime
ICE, INSTITUTE OF COMPUTER EDUCATIONNov 2021 
Learning how to learn
McMaster UniversityFeb 2021- View certificate

Logistics and Supply Chain Management
TimesProMay 2023 
Masters of Human Resource Management
Manpower
Data analytics
KPMG India
Honors & Awards
- Awarded to Ashish BansalSecured Third Rank In My college With 63.2% Aggregate Marks - Batch of 2019 to 2022 - Jul 2022
Volunteer Experience
International Integration of Adam Smith Club
Issued by Kumaun University, Nainital on May 2020
Associated with Ashish Bansal
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