ABOUT US

A dynamic professional (Financial Advisor) with 37 years of multi-faced experience
In Banking with special attention towards Branch administration, banking operations
Sales, Business Development, Accounts, Auditing, client Relationship Management in the
Banking sector.

Comprehensive experience in controlling retail banking operations involving Business Development, Marketing, Administration & client servicing.

Demonstrated abilities in cementing healthy relationship with clients for generating sound
Business and leading workforce towards accomplishing Business and Corporate goals.

Possesses excellent Interpersonal communication and analytical skills with demonstrated
Abilities  in customer relationship management.

The proprietor of the firm is holding license in his individual name from IRDAI (Insurance Regulatory and Development Authority of India) and registered with LIC (Life Insurance Corporation Of India), as Insurance Advisor and is also holding License from AMFI, now the Work is taken over by NISM (National Institute Of Securities Markets), a public trust established by the SEBI (Securities and Exchange Board Of India) as Mutual Fund Advisor .Both the licenses are in force.