
Arjun Singh
Senior Investment Consultant

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About me
CSC | CPH
Education

Indira Gandhi National Open University
-Bachelor of Computer Application (WES ECA Canadian Equivalency: 3 years Bachelor's degree) Computer Science Distinction
NIIT Institute of Finance, Banking & Insurance Training Ltd.
-Post Graduate Program in Branch Banking Services Branch Banking Distinction
Experience

Policybazaar.com
Jan 2016 - Jun 2018Senior Investment ConsultantCore responsibilities:1. Consulting customers on various kinds of life insurance and investment policies like Unit linkedinsurance plans, life insurance policies, etc, for both India, Middle East (Dubai, Saudi Arabia, Kuwait) and Europe2. Subject matter expert for investment linked insurance products3. Upskilling the newly recruited associates within the team

Coverfox Insurance
Jan 2018 - Nov 2020Insurance & Investment TrainerCore responsibilities: 1. Train and certify new hired employees for the investment team of the organisation2. Analyse training needs and subsequently create training and assessment content3. Conduct internal training for existing employees and evaluate performance via assessments and call calibration4. Coordinate with external insurance companies for organising training and events5. Core member of the LMS integration team6. Set up mental wellness sessions and counselling for the team during Covid-19 phase7. Partnered with the Finance team for core compliance checks as the POC from the life insurance team Minder weergeven

InsuranceDekho
Nov 2021 - Jun 2022Insurance & Investment TrainerAt Insurance Dekho, I was primary responsible for establishing and scaling the learning and development aspect of the life insurance and investment team.Creating offline and online learning modules, setting up class assessments and initiating onboarding programs for newly recruited associates were some of my key tasks.

SP Data Digital
Jun 2023 - Nov 2023Customer Account Representative
RBC Direct Investing
Nov 2023 - nowInvestment Service Representative
Jan 2024 - nowDirect Investment Specialist
Nov 2023 - Jan 2024
Licenses & Certifications

Derivatives Fundamentals and Options Licensing Course
Canadian Securities InstituteJul 2025
MS office
NIIT LimitedSept 2014
Advanced excel
NIIT LimitedSept 2014- View certificate

Conduct and Practices Handbook Course (CPH®)
Canadian Securities InstituteApr 2024 - View certificate

Canadian Securities Course (CSC®)
Canadian Securities InstituteMay 2023
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