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Urwashi Tyagi

Urwashi Tyagi

SRM

location of Urwashi TyagiDelhi, India

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  • Timeline

  • About me

    MBA | Equity | Mutual Funds | Management | Financial Planning | Portfolio Management |

  • Education

    • Priyanka Modern Sr. Sec School

      2014 - 2015
      Higher secondary Sciences

      -Participated in various drawing and painting competitions.-Won debate competition at state level.

    • Priyanka Modern Sr. Sec School

      2012 - 2013
      High School

      -Participated in various inter- house competitions.-Representative from school in various drawing competitions, debates competitions.

    • Shoolini University

      2015 - 2018
      Bachelor's degree Bsc Zoology

      Activities and Societies: -Coordinator in “Swach Bharat Abhiyan”campaign. Graduation project-Published thesis on Behavior of street dogs( animal behaviour).

    • Lanzhou University

      2018 - 2019
      Master of Business Administration - MBA International Business Management

      Activities and Societies: -Representative from university in various finance and management related seminars. Project -Marketing strategies in EV sector.

    • Shoolini University

      2018 - 2020
      Master of Business Administration - MBA Marketing and Finance

      Activities and Societies: -Coordinator in “You We Can” campaign Post Graduation projects - Social project on Uplifting of education in Government school , Bajhol ;Solan.-Marketing strategies in livestock and meat field in Himachal region.( Animal Husbandry).

  • Experience

    • ICICIdirect

      Oct 2020 - Nov 2021
      SRM

      New Client Acquisition, Mutual Funds Activation, Equity Analysis (Portfolio Reviews), Wealth Management, Loans, Health Insurance, Life Insurance (ULIPS & Non ULIPS) and all other General Insurance Products, Tax Planning & Financial Planning.

    • Motilal Oswal Financial Services Ltd

      Nov 2021 - Mar 2022
      RSM

      Equity products (IAP, PMS) , New Client Acquisition, Mutual Funds Investment , Equity Analysis (Portfolio Reviews), Wealth Management, Health Insurance, Life Insurance (ULIPS & Non ULIPS) and all other General Insurance Products, Tax Planning & Financial Planning.

    • Aditya Birla Sun Life Insurance

      Jul 2022 - Jan 2023
      SCRM

      Responsible for leading a team of Front Line Sales individuals across branches of HDFC Securities. Maintaining the strong relationship with stakeholders of HDFC securities and driving the mindshare for ABSLI business in HDFC securities under the open architecture regime with a very high focus on customer centric solutions in Chandigarh and Punjab region.

  • Licenses & Certifications

    • Insurance regulatory development authority for composite agents

      Insurance Regulatory and Development Authority of India

    • Mutual funds distributor VA

      National Institute of Securities Markets (NISM)