Jun 2019 – Jan 2021 · 1 yr 7 mos · Greater Delhi Area

• Financial advisors assess the financial needs of individuals and help them with investments (such as stocks and bonds), tax laws, and insurance decisions.
• They help clients plan for short-term and long-term goals, such as education expenses and retirement. They recommend investments to match the clients' goals. They invest clients' money based on the clients' decisions. Many also provide tax advice or sell insurance.
• Personal financial advisors typically do the following:
• Meet with clients in person to discuss their financial goals
• Explain the types of financial services they provide
• Educate clients and answer questions about investment options and potential risks
• Recommend investments to clients or select investments on their behalf
• Help clients plan for specific circumstances, such as education expenses or retirement
• Monitor clients' accounts and determine if changes are needed to improve account performance or accommodate life changes, such as getting married or having children
• Research investment opportunities
• We are providing Personal Loan, Home Loan, Car Loan, Used Car Loan and Investment.
• you can contact us for Insurance Planning, Investment in Shares and Mutual funds.

Nov 2016 – May 2019 · 2 yrs 6 mos · Gurugram, Haryana, India · On-site

• I was handling operation Team and handling office on different sites.

Sep 2015 – Oct 2016 · 1 yr 1 mo · Greater Delhi Area

Jan 2013 – Apr 2015 · 2 yrs 3 mos · Noida, Uttar Pradesh, India

• I had worked there in Income Tax Department.
• In TDS department.

Nov 2009 – Jul 2011 · 1 yr 8 mos

• Medical claim Adjudication work at UHG Process