Sarvesh Kumar Dwivedi
Kanpur Nagar,UP
Summary
To work in a creative and challenging job for a competent and professional organization, with career growth.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Relationship Manager
Axis Max Life Insurance company limited
Kanpur
07.2023 - Current
- Working in the Customer Advisory Team (CAT) service vertical.
- Managed the exiting portfolio of clients, ensuring high levels of satisfaction and loyalty.
Assistant Manager
Aditya Birla Sun Life Insurance company limited
Kanpur
05.2023 - 07.2023
- Working in the Banka channel with HDFC Securities Ltd.
Assistant Manager
Sharekhan Limited by BNP Paribas
Kanpur
04.2017 - 05.2023
- . Performing the role of Financial Advisor, selling products according to customer needs.
- Dealing in various instruments (shares, mutual funds, IPOs, bonds, debentures, and FD ).
Fun Consultant (Salesman)
Reliance Lifestyle Holding Ltd.
New Delhi
02.2016 - 10.2016
- Working in Hamleys Toy Store.
Education
BCA -
Dr. Virendra Swaroop Institute Of Computer Studies
Kanpur, UP01.2012
XIIth -
Sardar Patel Inter College
Kanpur, UP01.2009
Xth -
Sardar Patel Inter College
Kanpur, UP01.2007
Skills
- Wealth management portfolios
- Equity and fixed income markets
- Portfolio growth
- Customer relationships
Certification
NISM Module 5th A Certificate (Mutual Fund Advisor)
Accomplishments
International Contest Qualify in Axis Max Life Insurance Co. Ltd. 'BAKU' is the capital of Azerbaijan as of 04/01/24
Hobbies and Interests
- Listening to music
- Watching movies
- Cricket
- Gaming
Disclaimer
I do hereby declare that all the information given above is true to best of my knowledge and belief.
Languages
- Hindi
- English
Personal Information
- Father's Name: Mr. Shatrughan Prasad Dwivedi
- Date of Birth: 07/01/94
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Timeline
Relationship Manager
Axis Max Life Insurance company limited
07.2023 - Current
Assistant Manager
Aditya Birla Sun Life Insurance company limited
05.2023 - 07.2023
Assistant Manager
Sharekhan Limited by BNP Paribas
04.2017 - 05.2023
Fun Consultant (Salesman)
Reliance Lifestyle Holding Ltd.
02.2016 - 10.2016
NISM Module 5th A Certificate (Mutual Fund Advisor)
BCA -
Dr. Virendra Swaroop Institute Of Computer Studies
XIIth -
Sardar Patel Inter College
Xth -
Sardar Patel Inter College
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