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OBJECTIVE
To work for a company which offers professional development and growth potential and to further build
upon my academic training, and experience to benefit the employer and advance my career.
PROFESSIONAL SNAPSHOT
• A hardcore professional with enriching experience around 6 months in Bank assurance and
financial sector in Aviva- Bancassurance as Financial Planning Consultant
• Good marketing and communication skills.
• Target and achievement oriented with an ability to take up challenges and perform in the
changing work environments.
• Proficient in MS-Office and Internet, FoxPro, windows, Photoshop.
PROFESSIONAL EXPERIENCE
Handling the Demat A/c, Savings A/c, Mutual Fund, Insurance, Govt. Bond, IPO etc.
Direct interaction with clients and senior management
Handling the Trading of Shares in Clients’ Accounts.
Handling the portfolio of the customer.
Client – Company Relationship Maintenance.
NAME OF ORGANIZATION: ICICI Prudential
DURATION: Oct ’06 till Oct ’07
DESIGNATION: Financial Advisor
JOB RESPONSIBILITIES
INTERNSHIP DETAILS
Recognize that portfolios need to be constantly monitored and periodic changes made to
optimize the results.
Risk team is responsible for establishing our investment strategy and providing us real time
information to support our portfolio managers
Provide clients with superior performance through market cycles by virtue of our deep
understanding of the equities markets and our analytical approach to risks and return.
EDUCATION QUALIFICATIONS
PERSONAL DETAILS
DATE: