Manpreet Kaur
Senior Manager at FinMen Advisors Private Limited- Claim this Profile
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Bio
Shivani Joshi
Manpreet is the most profound person I have met, and her ability to tackle with the problems with calmness and serenity. We have joined hands on many projects and she is very enthusiastic to learn new things. Being on stage as public speaker, she always tries to bring out creativity in her role. She emerged out to be a great leader while she was a part of Executive Committee
Rachna Agarwal
Manpreet is a hard working girl and have a customer centric approach. She understands her role and responsibilities well and thus help in achieving leaders as well as organization to achieve assigned goals. She is a team player and share good cordial relationship with peer team members. She likes challenges and have a never -say-die attitude.
Shivani Joshi
Manpreet is the most profound person I have met, and her ability to tackle with the problems with calmness and serenity. We have joined hands on many projects and she is very enthusiastic to learn new things. Being on stage as public speaker, she always tries to bring out creativity in her role. She emerged out to be a great leader while she was a part of Executive Committee
Rachna Agarwal
Manpreet is a hard working girl and have a customer centric approach. She understands her role and responsibilities well and thus help in achieving leaders as well as organization to achieve assigned goals. She is a team player and share good cordial relationship with peer team members. She likes challenges and have a never -say-die attitude.
Shivani Joshi
Manpreet is the most profound person I have met, and her ability to tackle with the problems with calmness and serenity. We have joined hands on many projects and she is very enthusiastic to learn new things. Being on stage as public speaker, she always tries to bring out creativity in her role. She emerged out to be a great leader while she was a part of Executive Committee
Rachna Agarwal
Manpreet is a hard working girl and have a customer centric approach. She understands her role and responsibilities well and thus help in achieving leaders as well as organization to achieve assigned goals. She is a team player and share good cordial relationship with peer team members. She likes challenges and have a never -say-die attitude.
Shivani Joshi
Manpreet is the most profound person I have met, and her ability to tackle with the problems with calmness and serenity. We have joined hands on many projects and she is very enthusiastic to learn new things. Being on stage as public speaker, she always tries to bring out creativity in her role. She emerged out to be a great leader while she was a part of Executive Committee
Rachna Agarwal
Manpreet is a hard working girl and have a customer centric approach. She understands her role and responsibilities well and thus help in achieving leaders as well as organization to achieve assigned goals. She is a team player and share good cordial relationship with peer team members. She likes challenges and have a never -say-die attitude.
Credentials
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NISM Series - V - A Mutual Fund Distributors Certification Examination
NISMJul, 2017- Nov, 2024 -
Certified Financial Planner (CFP)
FPSB India
Experience
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FinMen Advisors Private Limited
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India
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Business Consulting and Services
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1 - 100 Employee
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Senior Manager
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May 2022 - Present
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Deputy Manager
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Jul 2019 - Dec 2019
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DSP Mutual Fund
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India
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Financial Services
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500 - 600 Employee
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Client Response Service
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Sep 2016 - Jun 2019
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Toastmasters Club of Speaking and Leadership
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India
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Professional Training and Coaching
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1 - 100 Employee
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Secretary
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Dec 2018 - Mar 2019
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PTIC Pvt. Ltd.
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India
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Financial Services
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1 - 100 Employee
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Financial Planner
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Jul 2015 - Mar 2016
• Research and analysis of investment products like Mutual Funds, Income Funds and Insurance Products. • Understand client’s requirements and accordingly structure the methodology and prepare the output • Conducting in-depth reviews of clients' financial circumstances, current provision and future aims • Engaged in Financial Research, Portfolio Management, Wealth and Investment Management • Designing financial strategies • Assisting clients with strong relationship management to make informed decisions • Reviewing and responding to clients changing needs and financial circumstances Show less
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L&T Mutual Fund
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India
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Financial Services
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100 - 200 Employee
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Customer Service Executive
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Mar 2013 - Nov 2014
• Supporting clients with the information of their Financial and Non-Financial Transactions • Investigating and solving customers’ query, which may be complex or long standing by selecting and explaining the best solution • Engaged in product training to new recruits, as well as refresher training to internal team • Contributes to team effort by accomplishing related results as needed • Prepare daily MIS reports • Supporting clients with the information of their Financial and Non-Financial Transactions • Investigating and solving customers’ query, which may be complex or long standing by selecting and explaining the best solution • Engaged in product training to new recruits, as well as refresher training to internal team • Contributes to team effort by accomplishing related results as needed • Prepare daily MIS reports
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Education
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2014 - 2016
Indira Gandhi National Open University
Master of Commerce (M.Com), Finance, General -
2007 - 2010
Kurukshetra University
Bachelor of Commerce (B.Com.), Banking and Insurance -
2005 - 2007
Sri Guru Nanak Academy, Nanakmatta Sahib, Uttarakhand
Secondary and Higher Education, General Studies
Community
