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Profile Id: 139543    12-Aug-2019
Title:   Financial Planner and Investment Consultant having wealth experience of 9 years
Name:   NIKHIL TAWARI (MBA (Fin.))
Location:   Amravati - Maharashtra -
Data Entry  
  • Financial Market Trainer
  • Data Entry Services

Dear Patron ,

I prefer type of work - Part-Time, Contract Basis. Expecting remuneration in terms of Hourly Basis of appx. Rs.500 Per Hour.

My prefered location for assignment - Anywhere, Amritsar, Bareilly, Mumbai - Anywhere, Nagpur, Nashik, Pune

Jobs handled -

August 2013 till date Agriculture and Consultancy (Business Development and Investment)

 Marketing Planning

 Financial Planning

 Mutual Funds

 Insurance (LIC plans)

April 2013 July 2013 HDFC Bank (Preferred RM Dombivali Branch)

 Sales for NTB

 Cross Selling within Portfolio Customer

 Relationship with Portfolio Customer

April 2010 April 2013 Kotak Securities (Senior Manager Franchisee)

 Business Development in terms with numbers and Brokerage

 Marketing plan and execution for Franchisee across Mumbai

 Operational Queries

 Compliance Queries

 One Point contact

January 2004 March 2010 India Infoline Ltd (Team Manager)

 Business Development in terms Channel Partners with numbers and Brokerage

 Operational Queries all over Maharashtra (Branches and Franchisee)

 Manage team of 18 people

 One point contact for franchisee

 Heading Branches operation support team (Maharashtra)

 Sales to appoint franchisee

June2003 December 2003 Shloka Infotech (Functional Analyst)

 Bridge between Technical team and Customer

 Preparation of Flow charts

 Design and Implement Factory ERP at Birla Yamaha

June 1998 June 2001 Samudra Associates, Pune and Sanjay Khandekar and Associates, Amravati

(Article Clerk)

 Various Bank and Tax Audit and Individual Taxation


Summer 2002 Birla Yamaha Ltd, New- Delhi

Title : Working Capital Requirement

1st.March 2002 to 15th.March 2002 Life Insurance Corporation

Title : Awareness of Life Insurance (West Delhi)