JAGJEET SINGH

Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.

• Generating Revenue & Developing New Relationships.
• Identifying Corporate, Companies & Government Organizations for business.
• Manage day-to-day administrative issues and communicating appropriately to the customers.
• Cross Selling to existing Clients / Relationships Like Mutual Funds, Bonds, PMS etc.
• Maintaining Cordial Relationships with Clients, Insurance Companies, Other Service Providers for expanding business and resolving the Queries & Complaints.

• Father's Name: Khadak Singh
• Date of Birth: 01/03/90
• Gender: Male
• Nationality: Indian
• Marital Status: Married
• Religion: Sikh

• Acquisitions done in various renowned Companies and opened there Promoters account and bring equity.
• Understanding Clients Risk Profile and suggesting various Risk Management Options.
• Achieving the Revenue Targets from the HNIs.
• Mass Client Acquisition Drives in Companies Like Dell, Nerolac, Coforge etc.

Certification :

• NISM Series - V Mutual Fund Distributor Certification completed with 61% in 2024
• NISM Equity Derivatives Certification(VIII) Completed with 65% in 2023.
• NISM Series – XVI Commodity Derivatives Certification Examination completed with 62 % in 2023.
• NISM Series - I Currency Derivatives Certification Examination completed with 61% in 2024.
• NISM Series - XXI NISM Series - I Currency Derivatives Certification Examination completed with 70.8% in 2024. completed with 61% in 2024.

Presentation Skills :

• Developed and Delivered Client Presentations, effectively communicating Complex ideas, Showcasing product benefits, and contributing to a increase in client satisfaction and eventually acquisitions.