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Vinod Prajapati, Cfp
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English -
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Hindi -
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Marathi -
Bio
Credentials
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Advanced Financial Planning
Financial Planning Standards Board of IndiaApr, 2017- Apr, 2026 -
Tax Planning and Estate Planning
Financial Planning Standards Board of IndiaNov, 2016- Apr, 2026 -
Investment Planning
Financial Planning Standards Board of IndiaOct, 2016- Apr, 2026 -
Retirement Planning and Employee Benefits
Financial Planning Standards Board of IndiaSep, 2016- Apr, 2026 -
Risk Analysis & Insurance Planning
Financial Planning Standards Board of IndiaAug, 2016- Apr, 2026 -
Certification in AML & KYC guidelines
IIBFMar, 2014- Apr, 2026 -
CFP Certification - Global Excellence in Financial Planning
FPSB IndiaJun, 2017- Apr, 2026 -
Capital Market (Dealers Module)
NCFM Share Market Training InsituteJul, 2017- Apr, 2026 -
Investment Analyst and Portfolio Management
NCFM Share Market Training InsituteJan, 2015- Apr, 2026 -
NISM-Series-V-A: Mutual Fund Distributors Certification
National Institute of Securities MarketsMay, 2013- Apr, 2026 -
NSDL Certificate in Depository Operations
National Securities & Depository LiNov, 2010- Apr, 2026
Experience
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India
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Financial Services
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1 - 100 Employee
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Associate - Research & Product Development
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Oct 2019 - Feb 2020
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Senior Para Planner
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Jul 2018 - Sep 2019
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Para Planner
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Apr 2017 - Jun 2019
My duties include review of client's portfolios in line with their financial plan, recommending appropriate investment plan, recommending to restructuring of portfolio, creating financial plan, research of investment products, insurance research, client servicing.
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Financial Hospital
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Kandivali East
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Sr. Financial Planner
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Jan 2017 - Mar 2017
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Kandivali East
Assisting my clients by drafting their comprehensive goal-based Financial Plan. Further acting as a guide in implementing the recommended investment plans. Thereafter monitoring and keeping track of recommended investment plan and recommending modification as and when needed.
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Deputy Manager
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Oct 2015 - Dec 2016
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Personal Banker - NRI Services
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Jan 2013 - Dec 2016
Operations and Banking1. Building long lasting relationship with the set of mapped NRI clients in terms of their banking experience.2. Act as one point contact to NRI clients for all banking and investment needs.3. Handling Foreign exchange products and inward-outward remittance.4. Handling Demat and Asset offering of bank.Business Development1. Identifying prospective clients, generating business from new avenues to achieve consistent profitability.2. Building and maintaining healthy business relations with existing High Net Worth clientele.3. Ensuring maximum customer satisfaction by achieving delivery & quality norms.4. Interacting with the customers to gather their feedback regarding the products’ utilities.5. Maintaining cordial relations with customers to sustain the profitability of the business.Client Servicing1. Ensuring high quality services, resulting in customer delight and optimum resource utilisation.2. Ensuring maximum customer satisfaction by closely interacting with in-house and potential clients to understand their requirements and customising the product and services accordingly.3. Delivering high-value services to upscale clients for exalting their satisfaction levels.
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ICICI Bank
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Mumbai
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Privilege Banker
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Apr 2010 - Dec 2012
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Mumbai
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ADFC Pvt Ltd
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Mumbai
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Phonebanking Officer
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Aug 2008 - Nov 2009
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Mumbai
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Education
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2005 - 2008Tolani college of commerce
Bachelor in Management Studies, Finance
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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