Puneet Sehgal
Delhi
Summary
I want to work with a financial institution which enhances my knowledge. Where I can make meaningful contribution in overall growth of organisation
Overview
18
18
years of professional experience
Work History
AVP
SBI Mutual Fund
06.2011 - Current
- I am heading of all National distribution and PCG for DELHI and NCR Region
Relationship Manager
Tata mutual fund
06.2008 - 05.2011
- Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
- Maintained accurate records of all client interactions within the company's CRM system.
- Collaborated with internal teams to develop strategies that would increase customer engagement levels.
Executive
Standard chartered Mutual Fund
05.2007 - 06.2008
- Organized and facilitated regular meetings with senior management teams.
- Created and maintained relationships with key stakeholders.
- Led initiatives to improve customer service levels throughout organization.
Standard Chartered Mutual Fund
- Werked in hard work, integrrily, loyally, and sincerity, his abllity- to meet-dles-dines, handic pressure, and mativating team members, makes me a dependable feam playet.
Centrum
IIFL
Ask Wealth
ICICI Securities
Education
B.Com - Pass
Delhi University
01.2005
12 -
C.B.S.E
01.2002
10 -
C.B.S.E
01.2002
Post Graduates Diploma - Financial Planning
International College of Financial Planning
New DelhiPost-Graduate Diploma - Business Management
IMT
GhazlabadSkills
- Hard work
- Integrity
- Loyalty
- Problem Solver
Training
- Think Big, Achieve Big, Bc Training Partners
- Selling with Passion, Prakash Rohera
- Derivative Training, Raghu Iyer
Hobbies and Interests
- Travelling
- Playing cricket
Personal Information
- Father's Name: Mr. Ramesh Sehgal
- Date of Birth: 10/19/84
- Gender: Male
Languages
English
Beginner
A1
Hindi
Advanced
C1
Timeline
AVP
SBI Mutual Fund
06.2011 - Current
Relationship Manager
Tata mutual fund
06.2008 - 05.2011
Executive
Standard chartered Mutual Fund
05.2007 - 06.2008
Standard Chartered Mutual Fund
Centrum
IIFL
Ask Wealth
ICICI Securities
B.Com - Pass
Delhi University
12 -
C.B.S.E
10 -
C.B.S.E
Post Graduates Diploma - Financial Planning
International College of Financial Planning
Post-Graduate Diploma - Business Management
IMT