Bhojraj Kunwar Chhetri
Greater Noida(west)
Summary
An astute professional with 2 and half years of experience in Business Development and Customer Finance Handling. Seeking assignments in the field of finance, ability to handle multiple tasks and projects simultaneously in challenging environments with excellent management skills. Excellent communication & interpersonal skills with strong analytical, team-building, problem-solving, and organizational abilities. Engaging Sales Associate committed to providing outstanding customer service and maximizing sales.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Executive Client Connect
Bajaj Capital
New Delhi
02.2022 - 08.2024
Company Overview: Bajaj Capital is India’s premier investment services group, engaged inter alia in the distribution of mutual funds, insurance, fixed deposits, bonds, home loans, and financial planning.
- Financial planning for HNI clients.
- Regular portfolio review of existing and new clients.
- Formulating the strategies to increase the client base.
- Providing advisory services in various instruments, such as life insurance, term insurance, general insurance, mutual funds, PMS, bonds, NPS, gold (ETF), and FMP.
- Worked on the retirement planning of the client.
- Created detailed reports for client records and data analysis.
- Formed and sustained strategic relationships with clients.
- Identified and developed new business opportunities through client relations.
Education
B.Com -
Delhi University
Skills
- Data management
- Microsoft Office expertise
- Sales expertise
- Teamwork skills
- Portfolio management
- Retirement planning
- Financial planning
- Analytical mindset
- Communication and relationship-building
Affiliations
- Exploring distant lands
- Getting lost in a good book
Certification
- NISM certified Mutual Fund Distributor.
Languages
Hindi
First Language
English
Advanced (C1)
C1
Nepali
Intermediate (B1)
B1
Timeline
Executive Client Connect
Bajaj Capital
02.2022 - 08.2024
- NISM certified Mutual Fund Distributor.
B.Com -
Delhi University
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