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JAGWESH
Mobile: 9873473917, 8802383917
E-Mail: Jagwesh12@gmail.com
Objective: A position as an active employee, involving responsibility and working with others as a team
member to achieve advancement and growth for the company
Academic and Professional Credentials
Qualification University/Board Institute’s Name Year Percent
age/
MBA Punjab technical
university
Indian institute of
financial planning
2014 61%
PG Diploma in
Financial Planning and
Wealth Management
The Indian Institute
Of Financial Planning
The Indian Institute
of Financial
Planning
2013 58%
B.Com Maharishi Dayanand
University Rohtak
School of Open
Learning
2012 47%
12th
Haryana Board
Syllabus Education
Bhiwani
Govt.Boys Sr. Sec.
School Old
Faridabad
2009 62%
10th
Haryana Board
Syllabus Education
Bhiwani
Govt.Boys Sr. Sec.
School Old
Faridabad
2007 59%
Certificates
 I have cleared Mutual Fund Distributor module (NISM V)
 I have merit certificate in Finance, HR and Marketing
Work Experience
HDFC LIFE INSURANCE PRESENT FROM AUGUST 2014
AS AN CORPORATE AGENCY MANAGER
Key Responsibility
 I used to maintain the relationship with client
 I used to maintain relationship with the banks
 I used to sale the insurance product to existing customer
 I used to generate the lead
AHMEDABAD ROADLINES PVT.LTD (Feb 2010 To June 2012)
 More than Two years’ experience as an Relationship Manager
 I used to generate business for the company.
 I used to handle the customer queries on the phone.
 I used to maintain the relationship with the customer.
Technical Skills
 MS office and Database Management System
 Web designing ( word press)
Strength
 I like to meet with new people
 Good team player
 Discipline
 Punctuality
Projects Undertaken
 Projects on Economics(Comparison of two countries) and Quantitative Aptitude
 Projects on Financial Planning through Mutual Fund
 Projects on Financial Planning, Insurance Planning, Investment Planning and Retirement Planning
with live cases
 Case study on “introduction to financial planning, Insurance planning
 Case study on “ Retirement planning and employee benefit”
 Live case study on “Advance financial planning
 Project on “Technical analysis” ( Stock name SB)
Awards and Achievements
 Active participation in college activities like Quiz, Debate, Marketing activities.
Hobbies
 Playing Cricket.
 I like to meet with new people.
Personal Vitae
Father’s Name Mr. Begraj
Permanent Address: H. No. D-37 Sector 15A Ajronda Faridabad (Haryana)
Date of Birth: 10th
April 1991
Languages Known: English, Hindi

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Jagwesh's Resume for Financial Planning Professional

  • 1. JAGWESH Mobile: 9873473917, 8802383917 E-Mail: Jagwesh12@gmail.com Objective: A position as an active employee, involving responsibility and working with others as a team member to achieve advancement and growth for the company Academic and Professional Credentials Qualification University/Board Institute’s Name Year Percent age/ MBA Punjab technical university Indian institute of financial planning 2014 61% PG Diploma in Financial Planning and Wealth Management The Indian Institute Of Financial Planning The Indian Institute of Financial Planning 2013 58% B.Com Maharishi Dayanand University Rohtak School of Open Learning 2012 47% 12th Haryana Board Syllabus Education Bhiwani Govt.Boys Sr. Sec. School Old Faridabad 2009 62% 10th Haryana Board Syllabus Education Bhiwani Govt.Boys Sr. Sec. School Old Faridabad 2007 59% Certificates  I have cleared Mutual Fund Distributor module (NISM V)  I have merit certificate in Finance, HR and Marketing Work Experience HDFC LIFE INSURANCE PRESENT FROM AUGUST 2014 AS AN CORPORATE AGENCY MANAGER Key Responsibility  I used to maintain the relationship with client  I used to maintain relationship with the banks  I used to sale the insurance product to existing customer  I used to generate the lead AHMEDABAD ROADLINES PVT.LTD (Feb 2010 To June 2012)  More than Two years’ experience as an Relationship Manager  I used to generate business for the company.  I used to handle the customer queries on the phone.  I used to maintain the relationship with the customer.
  • 2. Technical Skills  MS office and Database Management System  Web designing ( word press) Strength  I like to meet with new people  Good team player  Discipline  Punctuality Projects Undertaken  Projects on Economics(Comparison of two countries) and Quantitative Aptitude  Projects on Financial Planning through Mutual Fund  Projects on Financial Planning, Insurance Planning, Investment Planning and Retirement Planning with live cases  Case study on “introduction to financial planning, Insurance planning  Case study on “ Retirement planning and employee benefit”  Live case study on “Advance financial planning  Project on “Technical analysis” ( Stock name SB) Awards and Achievements  Active participation in college activities like Quiz, Debate, Marketing activities. Hobbies  Playing Cricket.  I like to meet with new people. Personal Vitae Father’s Name Mr. Begraj Permanent Address: H. No. D-37 Sector 15A Ajronda Faridabad (Haryana) Date of Birth: 10th April 1991 Languages Known: English, Hindi