Vishal Ramkrishen, CFP

Vishal ramkrishen, cfp

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location of Vishal Ramkrishen, CFPDelhi, India
Phone number of Vishal Ramkrishen, CFP+91 xxxx xxxxx
Followers of Vishal Ramkrishen, CFP2000 followers
  • Timeline

    May 2006 - Apr 2007

    Associate Relationship Manager

    Indiabulls Ventures Limited
    Apr 2007 - Aug 2008

    Sr. Coustomer Service Associate

    WNS
    Aug 2008 - Mar 2011

    AM Corporate Relations

    BLB Institute of Finanacial Market
    Mar 2011 - Mar 2016

    Regional Manager : Product Advisory Group(North Region)

    ICICIdirect
    Mar 2016 - Aug 2016

    Manager Business Development (North)

    IIFL (India Infoline Group)
    Sept 2016 - Feb 2024

    Trainer & Mentor , Business Development

    Alfinia Academy (Erstwhile Option Gurukul)
    Current Company
    Sept 2023 - now

    Investment Counselor

    IIFL Securities
  • About me

    Wealth Management | Financial Planning |Trainer & Mentor | Technical Analysis | Futures & Options | NISM Trainings

  • Education

    • Symbiosis centre for management studies- pune

      2008 - 2010
      Pgdba finance
    • Delhi university

      2003 - 2006
      Bsc mathematical science maths & computers
  • Experience

    • Indiabulls ventures limited

      May 2006 - Apr 2007
      Associate relationship manager

      Equity Advisor

    • Wns

      Apr 2007 - Aug 2008
      Sr. coustomer service associate

      Mortgage Operations for US Banking Client

    • Blb institute of finanacial market

      Aug 2008 - Mar 2011
      Am corporate relations

      Corporate Relations,B2B Sales, Financial Education Sales, Teacher Trainings

    • Icicidirect

      Mar 2011 - Mar 2016
      Regional manager : product advisory group(north region)

      Product Advisory Group : ICICI Centre for Financial Learning

    • Iifl (india infoline group)

      Mar 2016 - Aug 2016
      Manager business development (north)

      IIFL Moneyversity: Strengthening Investors & Budding Finance Professionals , Meeting Revenue Targets with Education Product Sales, Deriving Sales through IIFL Branches, Sub brokers and other Channels

    • Alfinia academy (erstwhile option gurukul)

      Sept 2016 - Feb 2024
      Trainer & mentor , business development

      Option Gurukul is dedicated to promoting investor awareness and financial literacy. Our primary focus is to empower retail traders and investors by training them to adopt a disciplined and self-reliant approach to trading and investing. Additionally, we assist professionals in enhancing their skills and building capabilities to effectively serve clients in the financial services industry with a solution-oriented approach.

    • Iifl securities

      Sept 2023 - now
      Investment counselor
  • Licenses & Certifications

    • Nism xxi a pms dist. certification

      National institute of securities markets (nism)
      Sept 2023
      View certificate certificate
    • Nism va certifications

      National institute of securities markets (nism)
      Jun 2022
    • Cfp certification - global excellence in financial planning

      Fpsb india
      May 2023
      View certificate certificate