Arjun Singh

Arjun Singh

Senior Investment Consultant

Followers of Arjun Singh797 followers
location of Arjun SinghToronto, Ontario, Canada

Connect with Arjun Singh to Send Message

Connect

Connect with Arjun Singh to Send Message

Connect
  • Timeline

  • 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 2018
      Senior Investment Consultant

      Core 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 2020
      Insurance & Investment Trainer

      Core 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 2022
      Insurance & Investment Trainer

      At 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 2023
      Customer Account Representative
    • RBC Direct Investing

      Nov 2023 - now
      • Investment Service Representative

        Jan 2024 - now
      • Direct Investment Specialist

        Nov 2023 - Jan 2024
  • Licenses & Certifications

    • Derivatives Fundamentals and Options Licensing Course

      Canadian Securities Institute
      Jul 2025
    • MS office

      NIIT Limited
      Sept 2014
    • Advanced excel

      NIIT Limited
      Sept 2014
    • Conduct and Practices Handbook Course (CPH®)

      Canadian Securities Institute
      Apr 2024
      View certificate certificate
    • Canadian Securities Course (CSC®)

      Canadian Securities Institute
      May 2023
      View certificate certificate