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Sanjeev Jain, CFP

Assistant Manager

333 followers

India

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Timeline
About me
Senior training manager | Financial Writer | Personal finance expert
Education
- Devi Ahilya Vishwavidyalaya
  1996 - 1999
  Bachelor of Business Administration (BBA) Marketing and Advertising
- Lala Lajpatrai Institute Of Management
  2000 - 2002
  Postgraduate Degree Marketing and Finance First division
Experience
- NJ Group
  Feb 2009 - Jul 2010
  Assistant Manager
  • Conduct training for CFP, AMFI, and BT (Equity & Debt).• Content development for the CFP & AMFI.• Identification of trainers for various locations to run the CFP program effectively.• Supervise and coordinate with sales and marketing people to ensure the development of business.
- Max Life Insurance Company Limited
  Aug 2010 - Aug 2011
  Training Manager
  To train and develop newly recruited agent advisors to be successful in the insurance industry by following a defined process.
- HDFC Life
  Apr 2012 - Apr 2014
  Deputy Manager
  Conduct the training and orientation program for the Senior employees of the company.
- ArthaYantra
  Mar 2017 - Jul 2017
  Senior Investment Analyst
  comprehensive personal wealth management after careful risk analysis and client behavior.
- Grow Wealth Associates
  Sept 2017 - Aug 2021
  Founder
  As a SEBI regt. RIA I founded an investment advisor firm with the motive of empowering the financial health of retail and HNI investors.
- SBI Life Insurance Co. Ltd.
  Sept 2019 - now
  Senior Training Manager
  Training and development of agency, Bancaa, Institutional alliance stakeholders
Licenses & Certifications
- Certified Financial Planner (CFP)
  FPSB India
  Dec 2016