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Finance Accounts, Tax, Audit >> Finance Executive / Manager / Officer 
Finance Consultant Resume Sample, Experience : 10 years

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Name of the Candidate:[Private]
Name of the Post Applied:Finance Consultant
Job related skills / software:Managing and consulting Mutual Fund and Life Insurance agents and other clients, Mobilizing clients to stock market to invest and earn profit, To provide investment intelligence.
Category:Finance Accounts, Tax, Audit
Sub Category:Finance Executive / Manager / Officer
Years of Experience:10 years
State:Uttar Pradesh
Salary Expected per Month(Rs):Negotiable
Highest Qualification attained:B.Com. : Bachelor of Commerce
Major / Specialization:Commerce
Email Id:[Private]
Are you looking for job now?:No
Can the recruiter contact you?:No
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Resume Format / CV Sample Template / Example / Model :


I would like to work with a well-known organization and rise high by the gained experience and learning throughout as it is an endless process. I have chosen a job which I love to do this will make sure that I will always be interested in doing my job with enthusiasm and determination.

Experience :
From September 2008 to at present– Working as Assistant Branch Manager with M/s. My Money Securities Limited, New Delhi.
Profile  :
Managing general affairs of the branch as Assistant Branch Manager.
Helping PE players in terms of investment and profit booking.
Deals with FII’s, HNI’s and corporate.
Deals with mutual fund and insurance issues of the branch.
Business development of the branch.
To keep check on daily positions and outstanding of clients.
To provide and submit stock market reports to the clients on daily basis.
To look after general administration of the branch.
Administrating/Managing the staff of 30 persons and reporting to branch manager Delhi region.
Motivating and guiding sales team in terms of volume growth.
Telling about EPS guidance and capex plans of the corporate industry to clients.
Helping corporate in selling bonds.
Helping corporate in mortgaging equity and raising money for capex plans.
Helping Hedge funds and clients in equity hedging and making money.
Helping Clients in Derivatives trading.

November 2005 to August 2008  : Worked as Finance consultant with M/s. Mansukh Securities and Finance Limited, Farrukhabad, U.P.
Profile  :
Managing and consulting Mutual Fund and Life Insurance agents and other clients.
Mobilizing clients to stock market to invest and earn profit.
To provide investment intelligence.
To provide Stock market strategies to the clients on daily basis.
To control and watch their daily position in the stock market.
Looking mutual funds and insurance sale.

November 2004 to October 2005  :Worked as Finance consultant, having an agency in own name with Bajaj Allianz Life Insurance Company Limited Ltd.
Profile  :
Managing and consulting CA’s, Mutual Fund and Life Insurance agents and other clients.
Coordinating and helping them to invest and make profit.
Development of company products.
After sales service, investment intelligence and customer satisfaction.

November 2002 to October 2004  :Worked as Medical representative with Verger Therapeutics Pvt.

Profile  :
Development of prescription, Spreading awareness of the company products and other details to doctors.
Arranging the products to Distributors, handling Distributor, Stockiest and Chemist.
Collection of data and sending daily reports to Company.

Education :
6 month Diploma in Computer Basics and MS Window from “APTECH”, Kanpur in the Year 1998.
B.Com from C.S.J.M University Kanpur in 2000 from D.N. College.
12th from U.P Board in 1996 from Christian Inter College.
10th from CBSE Board in 1994 from st. Anthony convent school.

Declaration :
I hereby confirm that the information furnished above is correct to the best of my knowledge.

Date :
Place  :


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