Welcome Guest

Finance Accounts, Tax, Audit >> Finance Executive / Manager / Officer 
Personal Financial Planner Resume Sample, Experience : 5 years

Sponsored Links:


Name of the Candidate:[Private]
Name of the Post Applied:Personal Financial Planner
Job related skills / software:Generation of new business to increase clientage, Responsibility of handling corporate bookings, Business Development, Client servicing
Category:Finance Accounts, Tax, Audit
Sub Category:Finance Executive / Manager / Officer
Years of Experience:5 years
State:Jammu and Kashmir
Salary Expected per Month(Rs):Negotiable
Highest Qualification attained:P.G.D.M. / PGDM : Post Graduate Diploma in Management
Major / Specialization:Business
Email Id:[Private]
Are you looking for job now?:No
Can the recruiter contact you?:No
Sponsored Links:

Resume Format / CV Sample Template / Example / Model :


Seeking a position in a growth oriented organization where I can execute and leverage my skills in Finance & management and effective communications and progress my career objectives.

With over 5 years of qualitative exposure in
** Financial Sales - Business Development -Marketing & Communication
** Operations- Market Research - Market & Competitor Analysis
** Finance
** A dynamic professional with over 3+ years of rich experience in financial product Sales, Business Development, Marketing & communication and ERP Finanace
** Worked as Relationship Manager with NetAmbit Infosource Pvt. Ltd
** An effective communicator with excellent relationship building & possessing excellent presentation skills. Strong analytical, problem solving & organizational abilities. Possess a flexible & detail oriented attitude.
** A strategic planner & implementer with demonstrated abilities in conducting special events, devising brand building activities and accelerating the business growth.
** Auditing and ERP Implimentation in power development corporation
** Good Knowledge of IFS oracle Application
** Basic Functional Knowledge of Work Force Management system-KRONOS

2009 PGDBM Post Graduate Diploma in Business Management with specialization in Finance From Wigan & Leigh College (WLC)
2007 B.Com Bachelor in commerce from Jammu University
2004 HSC from K.V No1, UDHAMPUR, CBSE.
2002 SSC from K.V No1, UDHAMPUR, CBSE.

Organisation  : M/s Grewal & Singh ( CA Firm)
Role  : Accounts Assistant/ consultant/ERP Finance
Core competencies  : Accounts, conversion of single into double entry , Auditing
Duration  : Feb 2011till date
Responsibilities :
Conversion of single Entry into Double Entry system
Rectification of errors During Auditing
Implementation of ERP on IFS application
Supplier Invoice Posting Procedure
Payment of Statutory Deductions

Organization  : NetAmbit Infosource Pvt.

Role  : Relationship manager
Core Competencies  : Finance, Marketing and Business Development, Client servicing
Duration  : Oct 2009June2010
Responsibilities :
Selling financial product
Handling customer queries
Maintaining existing clients and getting repeat business from them
Responsible for Market Research, Lead Generation, Business Development & Sales.
Formulating sales & marketing strategies for organization growth.
Handling End to end sales activity, plan.
Developing relationships with business heads to make network for references.

Core Competencies  : Business Development, Client servicing
Duration  : Jan 2009 -Oct 2009
Responsibilities :
Generation of new business to increase clientage.
Maintaining existing clients and getting repeat business from them.
Responsibility of handling corporate bookings.
Handling customer queries and complaints and providing them with one call resolution.
Providing excellent customer service by explaining the various schemes and suggesting the best possible solution.

Organization  : Sharekhan Ltd
Role  : Marketing Manager
Core Competencies  : Business Development, Client servicing
Duration  : Aug 2007Dec 2008
Responsibilities :
Selling of Financial products
Generation of new business to increase clientage.
Handling back office

Operating Systems  :All versions of Windows, XP, Vista, etc.
Other Applications  : MS Office (Word, Excel, PowerPoint)
Accounting Package  : Tally 7.2, IFS Application

I have successfully completed the work culture survey project for “ Hindustan Coca Cola Beverages Ltd”



1. This is an online resume, managed by the candidate.
2. Create your online resume here.
3. If candidate allows, recruiters can contact the candidate directly.
4. Personal and contact details can be kept private optionally by the candidate.
5. Create a link to this online resume where ever you want in the web.