Priti Kucheria
- Priti Kucheria, Director CFPCM - Certified Financial Planner
- AMFI - Certified Mutual Fund Advisor
- FSS - Financial Services Specialist – USA
- NCFM - Certification in Financial Markets – NSE
- IRDA - Certified Life / Non-life Insurance Advisor
- LUTCF - Life Underwriter Training Council Fellow – USA and Moderator for LUTC/FSS Courses – The American College.
P R O F E S S I O N A L H I G H L I G H T S
Insurance – Advisor with ICICI Prudential Life Insurance Company Ltd.
No.1 Advisor in the Country for 3 years in a row (2002, 2003, 2004)
CEO Award for highest Sum Assured (Protection selling) in the country (2007, 2010, 2011, 2012, 2014)
CEO Award for highest Online selling and Lowest redemption in the country (2012)
CEO Award for highest Assets under Management (2013, 2014)
CEO Award for highest Persistency in the country (2013, 2014)
Member of the prestigious President Club - Prudential Plc, UK (2002 to 2005, 2012)
For Awards/Conference flown to London, Paris, San Francisco, Las Vegas, Sydney
Member of the elite International Star Club (Since inception 2001 till date – Among only 4 in the country)
For Awards/Conference flown to Singapore, Kuala Lumpur, Athens, Cape Town, Cairo, Madrid, Sydney, Rome, Beijing, Istanbul, Moscow, Barcelona, Berlin & London
Member Platinum Eternal Club (Since inception till date)
Journey with MDRT
Qualifying/Life Member of Million Dollar Round Table (MDRT, USA)
- MDRT (2002), Court of the Table (2003, 2004), Top of the Table (2005 to 2014) 10 years consistently
- Attended MDRT/TOT Conferences (Nashville, New Orleans, Austin, Atlanta, Anaheim, Philadelphia & Toronto)
Flag Bearer at the opening ceremony in Atlanta, USA; representing India at the MDRT conference of top Financial Advisors from around the world (2011)
Zone Chair,S.Asia (India,Sri Lanka,Nepal,Bangladesh) Memb.Communications Committee (2013-14, 14-15)
MDRT Ambassador (2014-15)
Director, Speaker Relations Committee, Task Force - MDRT Experience, Kuala Lumpur (2014)
Assistant Director, PGA Power Center Task Force - MDRT Annual Meet, Philadelphia (2013)
Director, Speaker Relations Committee, Task Force - MDRT Experience, Hyderabad (2013)
Area Chair (West India), Membership Communications Committee - MDRT Zone #4 (2012-13)
Member, Content Development Committee - MDRT (2012-13)
Company Chair, ICICI Prudential Life Insurance Co. Ltd. - MCC MDRT Zone #4 (2005 to 2012)
Mutual Fund
Distributor of all leading Fund Houses: HDFC, Reliance, ICICI Prudential, Birla Sun Life, Templeton, HSBC, DSP BlackRock, Fidelity, IDFC, Std.Chartered, Kotak, etc.
ICICI Prudential MF - Chairman Circle: Platinum (2006,2007,2008) Gold (2004, 2005, 2009, 2010)
Silver (2011) Bronze (2003)
HDFC MF - Upper Crust Award (2005 to 2011)
Reliance MF - Partner: Gold (2009) Silver (2010)
HSBC MF - Platinum Masters (2008, 2009) Gold (2010, 2011)
Standard Chartered MF - Member Super Achiever club
I N T H E M E D I A
Interviewed on CNBC TV “Insurance Intelligence” twice as top Advisor of the country
Interviewed on CNBC Awaaz and CNBC TV18 several times for Insurance advice/views
Featured in several publications :
Business Woman (March 2002) Economic Times (March 2005) Premium (July 2010)
Femina (December 2002) Connect (February 2008) Premium (July 2011)
Insurance Watch (December 2003) Business Today (October 2008) Round the table (August 2011)
Economic Times (March 2004) Premium (November 2009) Round the table (Nov.2013)
Book “The Indian Millionaire Next Door” (December 2012), authored by Kaninika Mishra, which was also featured at the Power Centre of the MDRT Conference-Anaheim, California in (June 2013)
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