Amit AUDICHYA - Certified Financial Planner (CFP) Advisor in Gandhi Nagar Jaipur, Jaipur

Amit AUDICHYA - Certified Financial Planner (CFP) Distributors

Member since Apr 11, 2018

About Me
More than 14 years’ experience in Wealth Management (Retail & Business Banking). like HSBC ,AXIS, ICICI & Standard Chartered Finance Ltd., Take care for Personal Economy for Individual and Business requirement (Lending Solution & Financial Services) >>>Managing the verity of Products as per the customer requirement like: * Alternate Assets like: Structure Products, Private Equity, Real Estate Funds. * Equity like: PMS, IPO, Pre-IPO, NFO, Mutual Fund * Life Insurance like: Term, Endowment, ULIP * General Insurance lile: Motor, Travel, Health, Home, Business. * Business Loans & Limits like: Home Loan, IPO Funding, Esop Funding, Gold loan * Treasury, Retail Forex, Multi-currency Cards etc.
About Work Experience
Being into Retail Banking & Wealth Management with the major organizations like AXIS, HSBC, ICICI & Standard Chartered Finance Ltd., I have gathered potential knowledge to different areas in banking such as Customer Risk Tolerance, AML, Sanction, Team Management, Customer Relationship, Wealth Management, Customer & Country Risk profiling, Account services, Customer satisfaction & Marketing Management. Maintain client base (high net-worth clients with more than INR 30, 00,000+ relationships with bank) and recommend various investments and estate plans. Conducted periodic risk analysis and evaluation for Provision for Loan Loss (PLL). ? Managing the verity of Products as per the customer requirement like: * Alternate Assets like: Structure Products, Private Equity, Real Estate Funds. * Equity like: PMS, IPO, Pre-IPO, NFO, Mutual Fund * Life Insurance like: Term, Endowment, ULIP * General Insurance lile: Motor, Travel, Health, Home, Business. * Business Loans & Limits like: Home Loan, IPO Funding, Esop Funding, Gold loan * Treasury, Retail Forex, Multi-currency Cards etc.
Experience & Qualification
Qualification
MBA & M.Sc.
Experience as an Advisor
15 Years
Total work Experience
14 Years
Services and Advisory Offered
  • Mutual Fund

  • Life Insurance

  • General Insurance

  • Insurance Brokers

  • Certified Financial Planner (CFP)

  • Portfolio Management Schemes

  • IPOs, Bonds & NCDs

  • Insurance Surveyors & Valuers

  • Housing Loans

  • Loan Against Property

  • Consumer Finance

  • Technical & Research Analysis

  • Fixed Deposits

Affiliations
    Not Specified
Awards & Recognition
  • 2013 HSBC First Rank PWM Category WINNERS 2013

  • 2012 HSBC Get Set Score Awarded PWM Category

  • 2011 HSBC MID YEAR CONVENTION PWM Category

  • 2010 HSBC YEAR END CONVENTION PWM Category at SA

  • 2010 HSBC Shikhar Performance Par Excellence

  • 2009 HSBC Certificate of Achievement in Equity

Address
Amit

D22/23 Flat No G2, ABHINANDAN,
80 Feet Road, Mahesh Nagar,
Gandhi Nagar Jaipur,
Jaipur,
Rajasthan, 302015

LICENSE

  Mutual Fund - ARN No. E011791 - Validity - 20-07-2023

  Life Insurance - IRDA No. CAI0404200263 - Validity - 01-07-2023

  General Insurance - IRDA No. CAI0404200263 - Validity - 24-07-2023

  Insurance Brokers - CAI0404200263 - Validity - 24-07-2023

  Certified Financial Planner (CFP) - FPSBI No. 011791 - Validity - 31-12-2050

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