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Nitin Sood
Personal Financial Advisor
Amritsar
Summary
A competent professional with significant functional experience in the realm of banking & finance and insurance striving to be a key player in setting and achieving organizational objectives in banking /financial organization.
Overview
8
8
years of professional experience
5
5
years of post-secondary education
3
3
Languages
Work History
Personal Financial Advisor
EDELWEISS TOKIO LIFE
Amritsar
05.2017 - Current
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Sale of Life Insurance Policies to Prospect Clients According to their requirement
Accounts Assistant
Muthoot Finance Ltd
01.2012 - 07.2014
- Providing Gold Loan to customers
- Sale of Life Insurance, Gold Coins, Air tickets, Rail Tickets to walk in customers
- Handling front Desk Operations
- Dealing in Financial Products like PAN CARDS, MUTUAL FUNDS, NCDS, MONEY TRANSFER, FOREX ETC
- Processing payments and documents such as invoices, journal vouchers, employee reimbursements and statements
- Prepared itemised statements, bills or invoices and recorded amounts due for items purchased or services rendered
Education
M.B.A - FINANCE
Amritsar College of Engg & Technology
Amritsar 08.2007 - 06.2009
B.A. - ARTS
D.A.V. COLLEGE (GURU NANAK DEV UNIVERSITY)
AMRITSAR 08.2004 - 07.2007
Skills
Flexible and Adaptable
undefinedAffiliations
Member of Commerce Society D.A.V. College, Amritsar (2005-06).
Interests
Travelling
Accomplishments
Research Report on “Emerging Trends in E-Banking”.
Project Report on “Wealth Management Services of Reliance Money”.
Timeline
Personal Financial Advisor
EDELWEISS TOKIO LIFE
05.2017 - Current
Accounts Assistant
Muthoot Finance Ltd
01.2012 - 07.2014
M.B.A - FINANCE
Amritsar College of Engg & Technology
08.2007 - 06.2009
B.A. - ARTS
D.A.V. COLLEGE (GURU NANAK DEV UNIVERSITY)
08.2004 - 07.2007
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