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VIPUL BANE

VIPUL BANE

Area Sales Manager

Followers of VIPUL BANE19000 followers
location of VIPUL BANEMumbai, Maharashtra, India

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  • Timeline

  • Skills

    Analytical Skills
    Business Analysis
    Business Coaching
    Business Development
    Business Relationship Management
    Business Strategy
    Career Counseling
    Client Relations
    Client Services
    Coaching
    Coaching & Consulting
    Communication
    Customer Relationship Management (CRM)
    Customer Retention
    Customer Satisfaction
    Customer Service
    Educational Leadership
    Entrepreneurship
    Financial Advisory
    Financial Analysis
    Financial Goals
    Financial Planning
    Financial Services
    Goal Analysis
    Human Resources (HR)
    Investments
    Investment Strategies
    Leadership
    Leadership Development
    Marketing
    Motivational Speaking
    Mutual Funds
    Personal Financial Planning
    Portfolio Management
    Portfolio Optimization
    Portfolio Performance Analysis
    Retirement Planning
    Risk Assessment
    Risk Management
    Team Building
    Team Leadership
    Team Management
    Thought Leadership
    Training
    Training & Development
    Wealth Management Services

  • About me

    ๐ŸŒŸ ๐“๐ซ๐ฎ๐ฌ๐ญ๐ž๐ ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐‚๐จ๐š๐œ๐ก & ๐๐š๐ฌ๐ฌ๐ข๐จ๐ง๐š๐ญ๐ž ๐‹๐ž๐š๐๐ž๐ซ | ๐“๐ซ๐š๐ง๐ฌ๐Ÿ๐จ๐ซ๐ฆ๐ข๐ง๐  ๐‹๐ข๐ฏ๐ž๐ฌ ๐“๐ก๐ซ๐จ๐ฎ๐ ๐ก ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐„๐ฆ๐ฉ๐จ๐ฐ๐ž๐ซ๐ฆ๐ž๐ง๐ญ | ๐˜™๐˜ฆ๐˜ข๐˜ฅ๐˜บ ๐˜ต๐˜ฐ ๐˜›๐˜ข๐˜ฌ๐˜ฆ ๐˜ต๐˜ฉ๐˜ฆ ๐˜๐˜ช๐˜ณ๐˜ด๐˜ต ๐˜š๐˜ต๐˜ฆ๐˜ฑ ๐˜›๐˜ฐ๐˜ธ๐˜ข๐˜ณ๐˜ฅ ๐˜๐˜ช๐˜ฏ๐˜ข๐˜ฏ๐˜ค๐˜ช๐˜ข๐˜ญ ๐˜๐˜ณ๐˜ฆ๐˜ฆ๐˜ฅ๐˜ฐ๐˜ฎ ? ๐Ÿ‘‰ ๐‘๐ž๐š๐œ๐ก ๐จ๐ฎ๐ญ ๐ญ๐จ ๐ฆ๐ž ๐“๐จ๐๐š๐ฒ : ๐Ÿ“ฑ 91- 8928663936 / 9819313236 ๐Ÿ“ฉ banevipul@gmail.com With over 25 ๐ฒ๐ž๐š๐ซ๐ฌ ๐จ๐Ÿ ๐ž๐ฑ๐ฉ๐ž๐ซ๐ญ๐ข๐ฌ๐ž, I have redefined financial success for hundreds of families worldwide, earning several prestigious awards and accolades along the way. ๐ŸŒŸ ๐‘ฐ๐’Ž๐’‘๐’‚๐’„๐’• & ๐‘จ๐’„๐’‰๐’Š๐’†๐’—๐’†๐’Ž๐’†๐’๐’•๐’” ๐Ÿ† โ–ช๏ธŽ 1000+ ๐…๐š๐ฆ๐ข๐ฅ๐ข๐ž๐ฌ ๐†๐ฅ๐จ๐›๐š๐ฅ๐ฅ๐ฒ : Currently working with over 750 Indian families, guiding them toward financial freedom. โ–ช๏ธŽ 100+ ๐‚๐ฅ๐ข๐ž๐ง๐ญ๐ฌ ๐‘๐ž๐š๐ฅ๐ข๐ณ๐ž๐ ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐…๐ซ๐ž๐ž๐๐จ๐ฆ: Along with achieving it myself, I've helped over 100 clients realize financial freedom. โ–ช๏ธŽ 350+ ๐–๐จ๐ซ๐ค๐ฌ๐ก๐จ๐ฉ๐ฌ ๐‚๐จ๐ง๐๐ฎ๐œ๐ญ๐ž๐ : Conducted over 350 engaging sessions on topics like โ€œThe Basics of Personal Financeโ€ and โ€œThe 7 Levels of Financial Freedom.โ€ โ–ช๏ธŽ ๐“๐จ๐ฉ ๐‚๐จ๐ซ๐ฉ๐จ๐ซ๐š๐ญ๐ž ๐‚๐ฅ๐ข๐ž๐ง๐ญ๐ฌ : Empanelled with esteemed organizations like ๐“๐‚๐’, ๐’๐ฒ๐ง๐ญ๐ž๐ฅ, ๐€๐œ๐œ๐ž๐ง๐ญ๐ฎ๐ซ๐ž, and ๐“๐š๐ญ๐š ๐Œ๐จ๐ญ๐จ๐ซ๐ฌ to empower their employees. ๐‘ช๐’†๐’“๐’•๐’Š๐’‡๐’Š๐’„๐’‚๐’•๐’Š๐’๐’๐’” & ๐‘ฌ๐’™๐’‘๐’†๐’“๐’•๐’Š๐’”๐’† ๐Ÿ“œ โ–ช๏ธŽ ๐ˆ๐ง๐ญ๐ž๐ซ๐ง๐š๐ญ๐ข๐จ๐ง๐š๐ฅ ๐‚๐ž๐ซ๐ญ๐ข๐Ÿ๐ข๐œ๐š๐ญ๐ข๐จ๐ง๐ฌ : Accredited Financial Planner (AFP) and Certified Global Financial Planner (CGFP). โ–ช๏ธŽ ๐ˆ๐ง๐๐ข๐š๐ง ๐‚๐ž๐ซ๐ญ๐ข๐Ÿ๐ข๐œ๐š๐ญ๐ข๐จ๐ง๐ฌ : CPFA and NISM certifications in Mutual Funs and PMS. โ–ช๏ธŽ ๐๐ฎ๐ซ๐ฉ๐จ๐ฌ๐ž ๐‚๐จ๐š๐œ๐ก๐ข๐ง๐  ๐‚๐ž๐ซ๐ญ๐ข๐Ÿ๐ข๐œ๐š๐ญ๐ข๐จ๐ง : Enables me to help clients align their core values with their financial goals to achieve Financial Nirvana. ๐‘ด๐’š ๐‘ด๐’Š๐’”๐’”๐’Š๐’๐’ ๐ŸŽฏ To empower 10,000 Indian families to unlock a life of freedom and fulfillment, contributing to a prosperous and self-reliant India. ๐‘ด๐’š ๐‘ช๐’๐’“๐’† ๐‘ฝ๐’‚๐’๐’–๐’†๐’” Integrity, Passion, Commitment and Trust ๐Ÿค ๐‘พ๐’‰๐’š ๐‘พ๐’๐’“๐’Œ ๐‘พ๐’Š๐’•๐’‰ ๐‘ด๐’† ? Whether you're looking to achieve : Your top priority financial goal, Financial Security or ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐…๐ซ๐ž๐ž๐๐จ๐ฆ, I offer ๐œ๐ฎ๐ฌ๐ญ๐จ๐ฆ๐ข๐ณ๐ž๐ ๐ฌ๐จ๐ฅ๐ฎ๐ญ๐ข๐จ๐ง๐ฌ tailored to your unique goals and aspirations. Together, weโ€™ll create a roadmap to your financial success. ๐Ÿš€ ๐‘ณ๐’†๐’•'๐’” ๐‘ฉ๐’†๐’ˆ๐’Š๐’ ๐’€๐’๐’–๐’“ ๐‘ฑ๐’๐’–๐’“๐’๐’†๐’š ๐Ÿ’ก ๐’๐œ๐ก๐ž๐๐ฎ๐ฅ๐ž ๐š ๐…๐ซ๐ž๐ž ๐‚๐จ๐ง๐ฌ๐ฎ๐ฅ๐ญ๐š๐ญ๐ข๐จ๐ง ๐“๐จ๐๐š๐ฒ via the link in featured section. For Testimonials and More, Visit our website : www.adyantafinancials.in Thank you for being here, Best Regards, Vipul Bane

  • Education

    • AEC Junior College Tarapur

      1991 - 1991
      HSC

    • AECS School Tarapur

      1989 - 1989
      SSC

      Activities and Societies: NCC.

    • Bhavans College

      1994 - 1996
      PGDMS BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES I

      Activities and Societies: Debates, Group Discussion

    • Wilson College Chowpatty Mumbai 400 007

      1991 - 1994
      BSC Chemistry II

      Activities and Societies: CEP, Nature Club, NSS

    • Welingkar Institute of Management

      1998 - 2001
      MHRDM Human Resources Management and Services II

  • Experience

    • Genesis Integrated Services Pvt Ltd

      May 1994 - Apr 1995
      Area Sales Manager

      Genesis Integrated Services Pvt Ltd was a DSA of Bank of America selling their Retail Banking products.

    • Panasonic India

      May 1995 - Oct 1996
      Territory Manager

      Involved in the launch of National Washing Machines in India.

    • Bank of America

      Nov 1996 - Feb 1998
      Manager of Sales

    • Aditya Birla Capital

      Mar 1998 - Jun 2002
      Area Manager

    • ICICI Prudential Life Insurance Company Limited

      Jun 2002 - Jun 2006
      Assistant Branch Manager

    • ADITYA BIRLA SUNLIFE INSURANCE CO LTD

      Jun 2006 - Jun 2008
      Branch Manager

      * Started as an Assistant Manager managing a team of 6 managers and about 20 channel partners directly.* Promoted to Marketing Manager responsible for all the promotional & Business development activities to help the Thane Branch achieve its revenue targets.* Finally promoted to Branch Manager, managing the entire branch with 16 managers and other support to realize the revenue target of the Branch.

    • Max Life Insurance Company Limited

      Jun 2008 - Aug 2009
      Partner in Charge

      * Leading a Team of Managers to achieve the revenue targets of the Profit center.* Training & Motivating the Team and channel Partners* General Office Administration* Coordinating with the other functional heads to ensure that the objectives of the company are met

    • Tata AIA Life Insurance

      Sept 2009 - Jun 2010
      Sr. Manager - Agency Channel

      * Leading a large team of Managers to achieve Revenue targets for Life Insurance Business* Setting Goals for the Team and the Agency Channel Territory* Inspiring, Training and Motivating the Team Members and Agency channel partners. * Reviewing their performances and Empowering the Team to do more and perform to their full potential* Performance Appraisals and General office administration

    • Ameriprise Financial Services, LLC.

      Aug 2010 - Apr 2011
      Wealth Management Associate

      Collect the financial data from clients, writing financial plans, Assisting the Financial Planner to present financial plans to clients, review the plan.

    • Adyanta Financial Consultancy - India

      Nov 2011 - now
      Founder and CEO

      * Managing Financial and Happiness Goals of My Team & our Clients* Writing Financial Plans, Coaching and Empowering Clients* Creating a road-map for them to achieve their goals and objectives* Helping them discover their Purpose in Life and realize their true potential* Conducting Workshops on Financial Freedom and Happiness to spread awareness and generate leads

    • Adyanta Happiness Labs

      Aug 2021 - now
      Founder & CEO

      * Conducting Group coching programs for Executives and Managers on Freedom and Happiness.* Conducting Paid Seminars/Workshops for Corporate employees on Financial Literacy, Personal Financial Management and Financial Freedom.* Conducting Personal Coaching for Individuals who want to realize Freedom, Happiness and their Life Purpose.

    • Peernet Technologies India Pvt Ltd

      Jun 2022 - now
      Co-Founder & CEO

      Launching a Fintech Start-up in the Peer to Peer Lending space. I am highly exited about this Dream Project of mine which is currently in progress. So stay tuned as something BIG is coming soon..

  • Licenses & Certifications

    • Portfolio Management Professional (PfMP)

      National Institute of Securities Markets (NISM)
      Jul 2023

    • Cerified Personal Financial Advisor

      National Institute of Securities Markets (NISM)
      Jul 2011

    • Licenced Purpose Coach Certification

      Edify Labs - India
      Jun 2020

  • Honors & Awards

    • Awarded to VIPUL BANE
      Over 92% Clients coming through Word-of-Mouth and Client Retention of over 99%. - May 1, 2020 Since the foundation of our Company in Nov 2011
    • Awarded to VIPUL BANE
      5 times National Award Winner & 4 Times Regional Award Winner for Financial Advisory Services Prudent Corporate Advisory Services Ltd April 1, 2019 From 2011 till date.
    • Awarded to VIPUL BANE
      Top Performing Team- As a Partner in Charge (PIC) Max New York Life Ltd May 2009 Was part of the Team that stood 1st in terms of Business across all the new Branches in 2008-09
    • Awarded to VIPUL BANE
      Top Performing Branch Manager - West Aditya Birla Capital Ltd May 1, 2008 For excellence in Business Performance. Felicitated by Brand Ambassador - Mr. Kapil Dev.
    • Awarded to VIPUL BANE
      Top Performing Rookie Manager ICICI Prudential Life Insurance Co. Ltd May 2003 Felicitated by the CEO- Mrs Shikha Sharma

  • Volunteer Experience

    • Community Volunteer

      Issued by The Art of Living on May 2009
      The Art of LivingAssociated with VIPUL BANE

    • Fundraising volunteer

      Issued by Lok Biradari Prakalp - India on Feb 2017
      Lok Biradari Prakalp - IndiaAssociated with VIPUL BANE

    • Volunteer

      Issued by Keep Moving Movement on Jun 2020
      Keep Moving MovementAssociated with VIPUL BANE