Devendra Negi, CFP
Assistant Professor at Graphic Era Hill University- Claim this Profile
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English Full professional proficiency
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Hindi Professional working proficiency
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Garhwali Elementary proficiency
Topline Score
Bio
Credentials
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Course on Computer Concepts (CCC)
NATIONAL INSTITUTE OF ELECTRONICS & INFORMATION TECHNOLOGY (NIELIT)Apr, 2022- Oct, 2024 -
NISM-Series-VIII: Equity Derivatives Certification
National Institute of Securities Markets (NISM)Dec, 2022- Oct, 2024 -
NISM-Series-VII: Securities Operations and Risk Management (SORM) Certification
National Institute of Securities Markets (NISM)Mar, 2022- Oct, 2024 -
NISM-Series-XV: Research Analyst Certification
National Institute of Securities Markets (NISM)Mar, 2022- Oct, 2024 -
NISM-Series-XII: Securities Markets Foundation Certification
National Institute of Securities Markets (NISM)Oct, 2021- Oct, 2024 -
NISM-Series-V-A: Mutual Fund Distributors Certification
National Institute of Securities Markets (NISM)May, 2021- Oct, 2024 -
NISM Series X-B: Investment Adviser (Level 2) Certification
National Institute of Securities Markets (NISM)Apr, 2021- Oct, 2024 -
NISM-Series-X-A: Investment Adviser (Level 1) Certification
National Institute of Securities Markets (NISM)Jan, 2021- Oct, 2024 -
CERTIFIED FINANCIAL PLANNER
Financial Planning Standards Board Ltd.Nov, 2016- Oct, 2024
Experience
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Graphic Era Hill University
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India
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Higher Education
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500 - 600 Employee
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Assistant Professor
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Mar 2022 - Present
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Visiting Faculty B.Voc (Accounting & Finance)
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Sep 2021 - Mar 2022
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The Financial Doctor
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India
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Investment Management
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Financial Planning Executive
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May 2017 - May 2018
Key deliverables: * Help clients to invest in mutual funds products to create wealth long term. * Securing clients by Health insurance & Term Insurance. * Assist every type of investors irrespective of their age. * Develop a retirement plan for those who are not covered with any retirement benefits. * Up to date with recent changes in financial markets to provide best investment strategy for clients. * Helping Direct equity clients to buy and sell securities. Key deliverables: * Help clients to invest in mutual funds products to create wealth long term. * Securing clients by Health insurance & Term Insurance. * Assist every type of investors irrespective of their age. * Develop a retirement plan for those who are not covered with any retirement benefits. * Up to date with recent changes in financial markets to provide best investment strategy for clients. * Helping Direct equity clients to buy and sell securities.
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Bank of America
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United States
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Banking
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700 & Above Employee
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Senior Team Member
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Oct 2010 - Mar 2017
Key Deliverables : * Prepare subordination agreement, Approve Manufactured housing review for home loans fulfillment department. * Oversee and monitor first lien current status through different channels like Credit Bureau Report, Current 1st Lien servicing company or IVR * Review of Foreclosure and Bankruptcy activities through Real Quest and Aacer applications respectively * Proactively attend and resolve client’s queries without any delay * Evaluate and seek advice from Attorney regarding foreclosure or cancellation of accounts * Efficiently performed Quality Analyst role for auditing the accounts * Prepare and present daily snapshots, daily quality reports, fortnightly and monthly quality dashboards * Lead weekly Quality Huddles and review quality results with the team * Proficiently lodge NPA Cases and follow up for the same * Accountable for preparing presentations for all review meetings Show less
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Community
