Share Broker

• Jan 2003 - Present

Mediclaim & Health Insurance Advisor

• Jan 2002 - Present

Advisor

• Apr 2017 - Present

Mutual Funds Advisor. Mutual Funds Advisor.

Executive Assistant

• Jul 2015 - Present

R Prasad. B Tech IIT, LLB, MSc (Finance), Indian Revenue Services (IRS). Sr. Consultant- Income Tax and Competition Law Chairman - Central Board of Direct Taxed (Retd). Member - Competition Commission of India (Retd). ((PS: Consulting (in addition to Tax Consultation and Competition Law) on other aspects and subjects that are related to matters of litigation.)) R Prasad. B Tech IIT, LLB, MSc (Finance), Indian Revenue Services (IRS). Sr. Consultant- Income Tax and Competition Law Chairman - Central Board of Direct Taxed (Retd). Member - Competition Commission of India (Retd). ((PS: Consulting (in addition to Tax Consultation and Competition Law) on other aspects and subjects that are related to matters of litigation.))

Term/ Fixed Deposits Broker

• Jan 2003 - Present

Public Deposits Agent

• May 2007 - Present

Investment Consulting

Home Loan Agent (HLA)

• Jun 2004 - Present

Assistance in Providing long term finance to individuals for purchase / construction / repair and renovation of new / existing flats / houses. Also providing finance on existing property for business / personal needs and gives loans to professionals for purchase / construction of Clinics / Nursing Homes / Diagnostic Centres / Office Space and also for purchase of equipments.

Sub - Broker

• Jul 2003 - Present

Rendering Financial Services & Products as: - Fixed Deposits: Banks, Pvt Ltd Cos., etc. - Bonds: - Mutual Funds: All Leading Asset Management Cos. - IPOs. - Online Life Insurance Policies of Pvt. Cos. Rendering Financial Services & Products as: - Fixed Deposits: Banks, Pvt Ltd Cos., etc. - Bonds: - Mutual Funds: All Leading Asset Management Cos. - IPOs. - Online Life Insurance Policies of Pvt. Cos.

Insurance Agent & Advisor

• Jun 2003 - Present

General Insurance.. - Mediclaim - Car Insurance - Bike Insurance - Personal Accident Insurance... etc., General Insurance.. - Mediclaim - Car Insurance - Bike Insurance - Personal Accident Insurance... etc.,

Insurance Agent & Advisor

• Jun 2003 - Present

"Life Insurance Agent & Advisor:" Financial Planning. Insurance Planning. - Children's Education & Marriage Planning - Retirement Planning - Estate Creation - Group Insurance - Corporate Insurance Investment Planning thru Mutual Funds, Bonds, FDs, Various Postal Investments General Insurance.. - Mediclaim - Car Insurance - Bike Insurance - Personal Accident Insurance Income Tax Planning "Life Insurance Agent & Advisor:" Financial Planning. Insurance Planning. - Children's Education & Marriage Planning - Retirement Planning - Estate Creation - Group Insurance - Corporate Insurance Investment Planning thru Mutual Funds, Bonds, FDs, Various Postal Investments General Insurance.. - Mediclaim - Car Insurance - Bike Insurance - Personal Accident Insurance Income Tax Planning

Heading

• Jan 2010 - Present

 Supervision of Branches and Marketing  H.R. Management  Customer grievance and settlement  Branch operations and Visits  Handling Finances and its liquidity  Vendor Management and Costing  Legal Issues Resolution and claim settlement  Supervision of Branches and Marketing  H.R. Management  Customer grievance and settlement  Branch operations and Visits  Handling Finances and its liquidity  Vendor Management and Costing  Legal Issues Resolution and claim settlement

Title Resolution Specialist

• Apr 2008 - Dec 2009

…a loan servicing company (BPO) , have worked for following designations/departments.  Title Resolution Specialist (July 2009 to Dec 2009)  Real Estate Litigation Specialist (May 2009 to June 2009)  CFR Specialist (Oct 2008 to April 2009)  Real Estate Premarketing Associate (April 2008 to Sept 2008) …a loan servicing company (BPO) , have worked for following designations/departments.  Title Resolution Specialist (July 2009 to Dec 2009)  Real Estate Litigation Specialist (May 2009 to June 2009)  CFR Specialist (Oct 2008 to April 2009)  Real Estate Premarketing Associate (April 2008 to Sept 2008)