Harleen Kaur
Senior Investment Manager at FinEdge Advisory- Claim this Profile
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Bio
Credentials
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NISM VA Mutual funds distribution examination
AMFIMar, 2019- Sep, 2024
Experience
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Senior Investment Manager
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Jan 2019 - Present
As Investment Manager my Key KRA includes Portfolio Management of clients, preparing Goal based financial plans which includes risk management, insurance/ investment/ retirement Planning. Analysing and suggesting investment strategies best suited to individual requirements. Updating clients with latest market knowledge, creating a mix of right asset allocation based on client's risk profiling. As Investment Manager my Key KRA includes Portfolio Management of clients, preparing Goal based financial plans which includes risk management, insurance/ investment/ retirement Planning. Analysing and suggesting investment strategies best suited to individual requirements. Updating clients with latest market knowledge, creating a mix of right asset allocation based on client's risk profiling.
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IDBI Federal Life Insurance
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India
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Insurance
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700 & Above Employee
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Summer Internship- Wealth Assurance Developer
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May 2018 - Jul 2018
As a Wealth Assurance Developer my key learnings include details around Term Insurance, Endowment Plans, ULIP policies. I also developed my expertise in Insurance sales and lead conversion. As a Wealth Assurance Developer my key learnings include details around Term Insurance, Endowment Plans, ULIP policies. I also developed my expertise in Insurance sales and lead conversion.
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Education
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2017 - 2019
University of Petroleum and Energy Studies
Master of Business Administration, Finance, General -
2014 - 2017
Uttaranchal University
Bachelor of Business Administration - BBA, Finance, General
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