Seeking a position of responsibility to work with zeal and ardor, so as to accrue value in both, the organization and myself, by working with full perseverance and diligence.
Current Organization: ADAD Fin Advisors Pvt. Ltd
Designation : Senior Manager Financial Planning
Previous Organization: Fincart (Financial Planning and Investment Advisory Company) Designation : Financial Planner
Previous Organization: Broadridge Financial Solution (India) Pvt. Ltd. New Delhi Designation : Senior Process Associates (Mutual Fund Analysis)
Acquiring new clients and generating revenue through sales of distribution products such as Mutual fund, Bonds and Insurance.
Understanding the needs and aspirations of clients.
Understanding their relationship and behavior with money.
Preparing comprehensive financial plans covering Emergency Planning, Tax Planning, Investment Planning, Retirement Planning, Risk Planning, and helping organize their financial life.
Providing unbiased advice them on future course of action for attainment of objectives.
Appraising the effectiveness of plans through constant review.
Engaging in wealth management, investment planning in mutual fund and portfolio construction and portfolio management.
Prepare the MIS reports in the specified format.
Conceptualized and conducted workshops, seminars on personal finance in corporates.
Managing team of Financial planners sales people. WORK EXPERIENCE
JOB RESOPOSIBILITY OF CURRENT ORGANISATION AND FINCART CAREER OBJECTIVE
Searching and retrieving information relating to Mutual Funds of Various Companies active in U.S. financial market .
Exhaustive study of offer documents viz. Prospectus and Statement of Additional Information along with Annual and Semi Annual Reports..
Achieve TAT/SLAs for financial work.
Resolving customers request, queries & issues.
Providing training to new joiners.
Prioritizing the various activities and allocation of the work among team members.
Setting of quality objectives for the team and defining business rules.
Generating reports on the team’s performance.
Corresponding with the fund companies for collection of information relevant to the fact sheets and defining business rules.
Post Graduate Diploma in Business Management from Lal Bahadur Shastri Institute of Management and Technology, Bareilly in Finance in 2005.
AREA OF SPECIALISATION: Finance & Marketing.
Completed “Certified Financial Planning” Course.
NISM –VA Module Completed
B.Sc from Rohilkhand University, Bareilly(UP)
Intermediate from U P Board, Uttar Pradesh
Matriculation from U P Board, Uttar Pradesh
JOB RESOPOSIBILITY IN BROADRIDGE FINANCIALS
MS word, Power point, MS excel and Internet Applications.
Self-motivated person, who values integrity and commitment, leadership skills.
Responsible, dedicated, customer oriented, resilient and stress tolerant, Adaptable to change, initiative taking attitude,
Date of Birth : 1
Father’s Name : Sh. Madan Gopal Mishra
Languages Known : English, Hindi
Permanent Address : 139,2
floor, Ashoka Enclave-Part1
Date: Sachin Mishra