Sachin Mishra

E-mail: adjl6n@r.postjobfree.com

Contact: 999-***-****

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.

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Current Organization: Financial Planner (Self Employed)

(January 2020-Till Now)

Previous Organization: ADAD Fin Advisors Pvt. Ltd

Designation : Senior Manager

(October 2017-December 2019)

Previous Organization: Fincart (Financial Planning and Investment Advisory Company)

Designation : Senior Financial Planner

(March 2016-September 2017)

Previous Organization: Broadridge Financial Solution (India) Pvt. Ltd. New Delhi

Designation : Senior Process Associates

(May 2005-March 2016)

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Preparing financial plans, executed those plan and generating revenue through sales of distribution products such as Mutual Fund, Life Insurance, Health Insurance.

Managed day to day activities of branch and Teams of all Departments.

Managed various Transaction Reports, Coordinate with financial planners and team members.

Provide leadership and vision by assisting the board and staff with the development of long range and annual plans, and with the evaluation and reporting of progress on strategies.

Prepare MIS reports, Manage CRM, communicate operational/sales results, activities, etc. to Executive Management and provide recommendations and plans for ongoing improvement.

Formulate performance measures, parameters and targets, in line with the business objectives and agreed every year on performance review, with targets set for the subsequent year.

Engaging in wealth management, investment planning in mutual fund, portfolio construction, portfolio management and Risk Management.

Conceptualized and conducted workshops, seminars on personal finance in corporates.

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Acquiring new clients and generating revenue through sales of distribution products such as Mutual fund, Life Insurance, Health Insurance.

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.

Managed team of telesales and provide 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 (CFP)” Course.

B.Sc from Rohilkhand University, Bareilly(UP)

Intermediate from U P Board, Uttar Pradesh

Matriculation from U P Board, Uttar Pradesh

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 : 1st July 1979

Father’s Name : Sh. Madan Gopal Mishra

Languages Known : English, Hindi

Permanent Address : 139, Ashoka Enclave-Part1

Sector-34, Faridabad

Haryana-121003

Date: Sachin Mishra

CAREER OBJECTIVE

WORK EXPERIENCE

JOB RESOPOSIBILITY OF CURRENT ORGANISATION AND FINCART

JOB RESOPOSIBILITY IN BROADRIDGE FINANCIALS

PROFESSIONAL QUALIFICATION:

ACADEMICS:

COMPUTER LITERACY:

ABOUT MYSELF:

PERSONAL DETAILS:

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