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JATIN NAGPAL

JATIN NAGPAL

Financial Planning Manager

Followers of JATIN NAGPAL998 followers
location of JATIN NAGPALGreater Toronto Area, Canada

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  • Timeline

  • About me

    Sr. Commercial Account Manager | BDC

  • Education

    • Canadian Securities Institute

      2018 - 2018
      IFIC Certified Investment Funds in Canada

    • University of Delhi

      -
      Bachelor of Arts (B.A.) Humanities/Humanistic Studies

  • Experience

    • HSBC

      Aug 2007 - Jul 2010
      Financial Planning Manager

    • Standard Chartered Bank

      Aug 2010 - Sept 2013
      Relationship Manager

    • YES BANK

      Jan 2014 - Jan 2016
      Financial Advisor

    • HDFC Bank

      Feb 2016 - Dec 2017

      • Branch Manager

        Nov 2016 - Dec 2017

      • Relationship Banking Head

        Feb 2016 - Nov 2016

    • HSBC

      Jun 2018 - Jun 2022

      • Relationship Manager - Commercial Banking

        Nov 2021 - Jun 2022

      • Relationship Manager- Business Banking

        Jun 2018 - Nov 2021

    • BDC

      Jun 2022 - now
      Sr. Commercial Account Manager

  • Licenses & Certifications

    • Skills and Experience Transitioning Canada (SetCan)

      Centre for Education and Training
      Apr 2018

    • IFIC (Investment Funds in Canada)

      Canadian Securities Institute
      Mar 2018

  • Honors & Awards

    • Awarded to JATIN NAGPAL
      MDRT -Jaipur HDFC Bank Ltd September 1, 2017 Awarded with excellence in Life Insurance Business
    • Awarded to JATIN NAGPAL
      Toppers Challenge Yes Bank Ltd October 1, 2016 Intetnational convention at Singapore for excellence in Life Insurance Business.
    • Awarded to JATIN NAGPAL
      AIM - An Investment Mission Yes Bank Ltd November 1, 2015 International convention at Sri Lanka for excellence in Mutual Funds business
    • Awarded to JATIN NAGPAL
      AIM - An Investment Mission Yes Bank Ltd March 1, 2015 Domestic Convention at Andaman for excellence in mutual funds business.
    • Awarded to JATIN NAGPAL
      Ace Poster HSBC Bank Ltd July 1, 2010 Featured on Ace Poster for topping the Life Insurance business pan India.