Bharat Agarwal
DELHI/KANPUR
Overview
7
7
years of professional experience
Work History
Life Advisor
Max Life Insurance
Kanpur
06.2023 - Current
- Provided coverage option information to assist clients in protecting assets.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Cafe Owner & CEO
Sawariya Hospitality
Kanpur
05.2022 - 07.2023
- Oversaw business budget planning and administration, accounting functions, purchasing, and bi-weekly payroll to handle financial needs.
- Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.
- Analyzed sales data to identify trends and adjust purchasing decisions accordingly.
- Developed, implemented and managed business plans to promote profitable food and beverage sales.
Manager
Haryana Dal Mill
Kanpur
04.2020 - 04.2022
- Accomplished multiple tasks within established timeframes.
- Developed and implemented business strategies to achieve business goals and stay competitive.
- Controlled costs to keep business operating within budget and increase profits.
- Leveraged data and analytics to make informed decisions and drive business improvements.
Trainee Investment
Yukon Capital Services
New Delhi
11.2019 - 02.2020
- Assisted in preparation of presentations, data tables and other documents for investor meetings.
- Created and maintained precise and accurate models, charts and reports.
- Developed financial models to assess potential investments and identify potential risks.
- Maintain the Database of investors, Industry-specific research
- Served clients in FMCG, E-Commerce, Healthcare, F&B & Media Segment
Relationship Manager
ICICI Prudential AMC Ltd
04.2019 - 10.2019
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Conducted & Presented Mutual Fund Awareness Program at corporate office's across Delhi NCR.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Monthly Sales of 50 Lakhs and more with New Customer Acquisition
Finance Intern
Blue Tokai Coffee Roasters
New Delhi
06.2017 - 08.2017
- Worked on financial statements, bank reconciliation also followed up with the clients for debt recovery & helped to create a model on cost control.
Finance Intern
Chronicle Advisors
New Delhi
12.2016 - 02.2017
- Created of a database of de-listed companies on NSE & BSE
- Registered 5+ companies on GST portal & worked on companies compliances.
Education
Bachelors - Commerce
Sri Guru Nanak Dev Khalsa College
University of Delhi
Intermediate - Commerce, Mathematics
Delhi Public School Azad Nagar
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Delhi Public School Azad Nagar
2013
Skills
- Client Needs Assessment
- Cost Analysis and Savings
- Negotiation and Persuasion
- Customer Relationships
- Financial Management
- Financial Modeling
- Managing Wealth
- Financial Knowledge
- Making Insurance Decisions
- Investment Banking
- Portfolio Analysis
- Equity Markets
Certifications
- Passed CFA Level 1
CFA Institute - Global Financial Market Professional (GFMP)
BSE Institute - NISM Series V-A Mutual Fund Distributors
NSE - IC-38 (Insurance Agents in Life Insurance)
IRDA
- Future CEO’S program (2016)
Talerang
Accomplishments
- President- Vanaj The Commerce Society (2017 - 2018)
Sri Guru Nanak Dev Khalsa College - Senior Coordinator - Placement Cell (2017 - 2018)
Sri Guru Nanak Dev Khalsa College , University of Delhi - Executive Member - SOFICA (2016 - 2017)
Society for Financial Literacy and Consumer Awareness Sri Guru Nanak Dev Khalsa College , University of Delhi - Stock Shock (2017)
Secured 2nd position in the Synergy 2017, the National Economics Fest held in st. xavier's college, Jaipur - Union Budget (2017)
2nd position in Panel Discussion on Union Budget . Also awarded as the Best Content Reader by BSE Institute. - Financial Crisis (2017)
Secured 1st position at event Financial Crisis conducted by BSE Institute - Union Budget (2016 )
1st position in Debate on Union Budget conducted by BSE Institute - National Inter DPS Athletics Meet (2014)
Won Sliver medal in 4x100m relay race
Timeline
Life Advisor
Max Life Insurance
06.2023 - Current
Cafe Owner & CEO
Sawariya Hospitality
05.2022 - 07.2023
Manager
Haryana Dal Mill
04.2020 - 04.2022
Trainee Investment
Yukon Capital Services
11.2019 - 02.2020
Relationship Manager
ICICI Prudential AMC Ltd
04.2019 - 10.2019
Finance Intern
Blue Tokai Coffee Roasters
06.2017 - 08.2017
Finance Intern
Chronicle Advisors
12.2016 - 02.2017
Bachelors - Commerce
Sri Guru Nanak Dev Khalsa College
University of Delhi
Intermediate - Commerce, Mathematics
Delhi Public School Azad Nagar
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Delhi Public School Azad Nagar
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