About Me
Throughout the career, recognition was consistently received from clients for ensuring alignment with client financial goals and objectives.
Develop customised investment plans that address the investors unique needs, financial goals, and risk profiles.
And to provide experts advise on investment options, asset allocation, and portfolio management.
Digital Support & guidence 24x7.
"Happy in assisting customers - Apki Wealth Buildin Ke Liye".
About Work Experience
Seasoned professional with over 35+ years of experience
Professional Experience:
Progression to roles of increasing responsibility was achieved through consistently delivering exemplary performance and exceeding expectations.
• Zonal Manager (North) | HDFC LIFE | 2018 – 2023.
Led regional implementation and audits of corporate programs, ensuring alignment with
company standards and operational excellence across all locations.
• L&D Manager | HDFC LIFE | 2007 – 2018
As a learning and development (L&D) trainer, implemented and delivered training programs to help HDFC Life employees, channel partners, and brokers (HDFC Bank, RBL Bank, IDBI Bank, HDFC Ergo) improve their skills and knowledge.
• Regional Business Manager | Euphoric | 2006 – 2007
Was responsible for overseeing the sales operations and working closely with the sales team to develop and implement strategies to increase sales and revenue. It also ensures that the company's sales goals and objectives are met.
• Area Business Manager | German Remedies | 1989 – 2006
Drove revenue growth and brand awareness while building strong, strategic relationships with doctors to enhance market presence and foster long-term partnerships.
Experience & Qualification
Qualification
Bsc, PG
Experience as an Advisor
1 Years
Total work Experience
35 Years
Services and Advisory Offered
Mutual Fund
Portfolio Management Schemes
NPS (National Pension Scheme)