Summary
Overview
Work History
Education
Skills
Websites
Certification
Extracurricular Activities
Professional Academic Activities
Core Finance Skills
Timeline
Generic

ANKIT KUMAR JHA

Delhi

Summary

Finance postgraduate with strong academic grounding in accounting, investment products, and financial analysis. Knowledgeable in mutual funds, insurance advisory, KYC compliance, and financial documentation. Adept at data analysis, reporting, and supporting finance teams with accurate and compliant financial information.

Overview

1
1
Certification

Work History

Insurance Advisor

Ages Federal Life Insurance
DELHI
01.2023 - 06.2023
  • Assisted clients in selecting suitable insurance policies to meet their needs.
  • Educated clients on insurance products and benefits during consultations.
  • Responded promptly to client inquiries, providing information and support as needed.
  • Developed strong relationships with clients through effective communication and service.

Education

MBA - Finance & Marketing

Institute of Professional Education & Research (IPER)
Bhopal

B.Com - Accounting Honors

Lalit Narayan Mithila University
Darbhanga

HSSCE - Commerce

CBSE
New Delhi

SSC -

CBSE
New Delhi

Skills

  • Financial Statement Analysis
  • Mutual Funds
  • Investment Products
  • Insurance Fundamentals
  • KYC & Regulatory Compliance
  • Financial Documentation
  • Data Analysis
  • MS Excel
  • MS Office
  • Google Workspace

Certification

  • NISM Series V-A - Mutual Fund Distribution
  • IC38 Insurance Adviser - IRDAI

Extracurricular Activities

Inter-College Cricket Tournaments - IPER Sports Carnival

Professional Academic Activities

Management Fest Committee - Finance & Coordination Support, Supported financial coordination and event data management, Assisted in inter-departmental communication and reporting

Core Finance Skills

  • Financial Statement Analysis
  • Mutual Funds
  • Investment Products
  • Insurance Fundamentals
  • KYC & Regulatory Compliance
  • Financial Documentation
  • Data Analysis
  • MS Excel
  • MS Office
  • Google Workspace

Timeline

Insurance Advisor

Ages Federal Life Insurance
01.2023 - 06.2023

MBA - Finance & Marketing

Institute of Professional Education & Research (IPER)

B.Com - Accounting Honors

Lalit Narayan Mithila University

HSSCE - Commerce

CBSE

SSC -

CBSE
ANKIT KUMAR JHA