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Financial Planning Consultant Resume Sample, Experience : 6 years

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Name of the Candidate:[Private]
Name of the Post Applied:Financial Planning Consultant
Job related skills / software:Recruitment of Advisors for selling Life Insurance product of the company, Providing needful training and motivating to the Advisors, Co-ordinate all sales activities with Advisors.
Category:Finance Accounts, Tax, Audit
Sub Category:Finance Executive / Manager / Officer
Years of Experience:6 years
State:Rajasthan
Gender:Male
Salary Expected per Month(Rs):Negotiable
Highest Qualification attained:B.Com. : Bachelor of Commerce
Major / Specialization:Computer Application
Email Id:[Private]
 
Are you looking for job now?:No
Can the recruiter contact you?:No
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Career Objective :
To contribute towards the strategic business goal of the organization by applying knowledge & functional specialization acquired & developed during my academic & professional career, individually & as a part of a team.

Professional Experience  :
Feb. 2011 – Dec.2011  : ICICI LOMBARD G.I.C LTD as USMBRANCH BANKING
Job Profile  :
Selling General Insurance Product through  :
Channel Sales. Primary responsibilities include selling General insurance product of the company into open market through ICICI BANK LTD.
Responsible for promoting the sales of the company by providing quality service to the customer.
Identify customer's needs.

June 2008 – Oct.2010  : AVIVA Life Insurance Company India Ltd.:
Sr. Financial Planning Consultant (Banccasurance).
Job Profile  :
Selling Life Insurance Product through  :
Channel Sales. Primary responsibilities include selling life insurance product of the company into open market through THE BANK OF RAJASTHAN LTD.
Responsible for promoting the sales of the company by providing quality advice to the customer.
Responsibilities also include handling a team of 10 preferred Bank Employees.
Conducting the FHC as applicable & build / enhance customer relationship on an on going basis.
Identify customer's needs.
Providing needful training and motivating the channel partners.

Achievements  :
Promoted as a “Sr. Financial Planning Consultant” after completing sales targets since March, 2010.
Achieved 256% of sales target in 2010.
Achieved “DAULAT KA KHAJANA” AWARD in Jan. 2010.
Achieved “WIN FOR SURE” AWARD in Jan., Feb. and March. 2010.
Achieved “KISME KITNA HAI DUM” AWARD in Feb. 2010.
Achieved 190% of sales target in 2009.
Achieved “RANG BARSE” AWARD in March 2009.
Achieved “DE DANA DHAN DAN” AWARD in Sep. 2009.
Achieved “DUS KA DUM” AWARD in July 2009.
Achieved 154% of sales target in 2008.
Achieved “LAKHPATI CLUB” AWARD in NOV.
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2008.
Qualified “SANGHARSH” Contest in both parameter NOP & APE.

Dec.2006 – May 2008  : ICICI Prudential Life Insurance Co. Ltd.;
Unit ManagerTied Agency
Job Profile  :
Selling Life Insurance Product through  :
Recruitment of Advisors for selling Life Insurance product of the company.
Providing needful training and motivating to the Advisors.
Co-ordinate all sales activities with Advisors.

Achievements  :
Promoted as a “PINNACLE UNIT MANAGER” after completing sales targets since June 2007.
Achieved “BEST ADVISOR” award in Jan., Feb., and March 2007.
Qualified “JAIBAN CLUB & NAHARGARH CHAMPIONS” in Jan., Feb., and March 2007.
Max. 24 Life Insurance Policy & Max. PC 2.5 Lack in March 2007.
Qualified “Quick Start, Super Sprint & Super Race” in Dec. 2007.
Highest recruitment of advisor in 2 months.
Achieved “Emerging Star Club” AWARD in August 2007.
Achieved “Orbit, Booster & Launcher” AWARD in June, July & Aug. 2007.
“Activisation Champion” in Feb. 2008.
Seven advisors qualified in “Quick Start”.
Two advisors qualified in “Super Sprint & Super Race”.

Sep. 2005 – Nov. 2006  : ICICI Bank Ltd., Jaipur as Sr. Sales Executive.:
Job Profile  :
Selling Saving Accounts, FD, RD.
Achievements  :
Promoted as a “Sales Executive to Sr. Sales Executive” after completing sales targets since July 2006.
Qualified “FD KA BADSHAH” in Oct. 2005.

Academic Qualification  :
Pursuing MBA from Sikkim Manipal University.
Graduate in Arts (Computer Application) from Rajasthan University in 2004-06.
Senior Higher Secondary (10+2) in Arts from Rajasthan Board in 2002-03.
Secondary Exam from Rajasthan Board in 1998.

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