Karanjot Bhullar
Kapurthala
Summary
Seasoned Investment Advisor with proven track record in financial planning, portfolio management and client relationship building. Possess strong analytical skills complemented by effective communication abilities. Have demonstrated consistent success in guiding clients through complex investment decisions to achieve financial goals. Previous roles have contributed significantly to improved client satisfaction and business growth.
Overview
6
6
years of professional experience
Work History
Senior Executive
Policybazaar.com
Gurgaon
07.2018 - Current
- Conducted research on the markets and available products in order to make informed decisions regarding investments.
- Advised clients on how best to diversify their portfolios while still meeting their return targets.
- Advised clients on tax planning strategies related to their investments.
- Identified potential investments and opportunities for clients according to their individual needs.
Education
MBA -
Rajasthan University
Jaipur03-2018
Bachelor of Commerce -
Lovely Professional University
Jalandhar04-2015
Skills
- Performance Improvement
- Growth planning
- Operational management
- Revenue Generation
- Human Resources Management
- Operations Management
- Communication
- Friendly, Positive Attitude
- Self-Directed
- Organization and Time Management
- Teamwork and Collaboration
- Computer Skills
- Quality Assurance
- Attention to Detail
Languages
English
Proficient
C2
Hindi
Advanced
C1
Punjabi
Advanced
C1
Timeline
Senior Executive
Policybazaar.com
07.2018 - Current
MBA -
Rajasthan University
Bachelor of Commerce -
Lovely Professional University