I have completed professional certification courses like Personal Finance, Risk Finder and Insurance Management, Comprehensive Financial Planning, Protection, Consultative Selling, Financial Blueprint, Self-Transformation, and Business Risk Management.
➢AMFI Certification for Investment in Mutual Fund & SIP.
➢Health Advisor & Life Advisor from IRDAI.
➢Built & maintained clients Portfolio & Financial Plans.
➢Support clients who have varied needs and have been able to give them an insurance product that best suits their needs. Also, support to clients through the entire claim process from the start until receiving the claim money.
➢Professional Service, Friendly Support
➢Educating society on Importance of transferring their Financial Risk & enjoy life with financial freedom.
➢While performing the duties as a financial advisor, guide & educate 1000+ clients in various ways to protect their families. This will help them to understand the basic need and importance of health insurance, life insurance, income replacement system, investments through mutual funds for their retirement planning, children's future and their daily life.
➢Handling an insurance portfolio of more than 15 crores combined.