Senior Business Associate

Life Insurance Corporation of India

Qualification:

B.Sc., P.G.D.B.M. (Finance)
Associate Life Member: Insurance Institute of India,
Certified Financial Planner (F.P.S.B. India)

Experience:

Working as Senior Business Associate with LIC in Pune with a strong team of 63 Investment Advisors. Total work time in Insurance industry has been 27 years of which 20 years have been in Sales & Marketing.

Success Mantra:

Knowledge, Soft Skills, Business Systems, Personal Development & Ethics are 5 basic pillars to Achieve Excellence in any profession for an Individual. We as a team have closely worked on it and believe this is the only success mantra. We have developed our own Identity in the Investment world. DREAM INVEST is the One of the Trusted Brand in Personal Financial Planning & Advisory Services in Pune. Our Core work strategy focuses on Investor’s Role (Intrinsic Factors) in Finance, Investment, Risk & Wealth Management.

Special Achievements:

20 Years of Experience in Financial Market. Worked closely in Designing Personal Investment Portfolio for Clients in line with F.P.S.B. Standards

Designed training module for individuals seeking career in Financial Advisory Business. With Core Focus on Knowledge, Skills & Systems

Have helped as an advisory for Designing Distance Learning Courses in Life Insurance.

Have conducted 160+ Sessions on Financial Planning in different companies and with professional group.

New Activities:

1. Currently working on a training coaching website for Financial Consultants.
2. Designing a Platform for F.P. & Investment Record Keeping & Monitoring which will be helpful for Investors & Advisors across all sectors.