Sample Template Example of Beautiful Excellent Professional Curriculum Vitae / Resume Format for CFP Candidate with 8 years of Experience with Banks in India / UK with Career Objectives & Work Experience For Freshers & Experienced in Word / Doc / Pdf Free Download
Ravindra G.R. CFPCM
# 4, 7th
Cross, Lakshmi Road
Shanthinagar,
Bangalore-560 027
Cell: +91 9844648228
ravi_gr83@yahoo.com
_________________________________________________
SALES AND MARKETING
Close to 8 years of Sales and Distribution experience
at Bank, NBFC and Insurance Company consistently increasing revenue and
decreasing costs.
A seasoned leader that can direct an
organization in the visioning of a marketing strategy, development of an
economic business case and execution of an aggressive plan. Skilled in
effective sales and marketing communications, business development, channel development,
team building and mentoring.
________________________________________________
EXPERIENCE
1. Agency Manager (Branch
Manager) 06/2012 – Till
Date
Certified Financial Planner CM
Bangalore
Richie Rich Financial Advisors Pvt. Ltd
Recruit a Team
of Professional Freelance Business Partners. Train the Team on Financial
Products (Mutual Funds, Insurance, Financial Planning, Taxes)
Train the Team
on using the tools and Software to facilitate business development and auto
reporting Handholding team and providing support on the job Helping Team with
Client Presentations, Closing business deals and monitor ongoing client
reviews. Achieve Team Revenue Targets Sharing useful content on the team blog
Support to all
team members for Financial Planning appointments.
Devise and execute business development
strategies to attract and acquire new clients.
Working with new and existing clients in
building their portfolios by assessing their investment objectives, risk
tolerance, time horizon and unique circumstances.
Conduct in-depth reviews of clients'
financial circumstances and future goals. Assist clients in making informed
decisions.
Communicate complex information to clients to
make them aware of their options and help them assess the relative merits of different
plans. Develop investment strategies to meet short and long term financial
objectives.
Create, implement, and continually review a
plan that includes strategies designed to help clients pursue their long-term
goals.
Built and maintained strong relationships
with clients, helping them to track their progress over time. Providing clients
with a high level of individualized customer service.
2. Relationship
Manager 11/2009 – 06/2011
Bharti Axa Life Insurance co .ltd Mysore
Empanel
distributors by giving Business Opportunity Presentations and ensure a good
engagement level resulting in regular monthly business.
Manage
team of Sales Staff, ensure their regular review & training.
Determined
the qualification of the insurance if it is adequate for financial protection.
Estimating value of Coverage required by analyzing, studying and using calculations like HLV and Need Analysis.
Coordinated and communicated with clients to discuss and prepare insurance programs.
Communicated with clients to provide maximum financial security for family and to protect investments.
3. Relationship Manager
(Branch In charge) 10/2007 – 12/2008
Religare Finvest Ltd Mysore
Handling a Branch of Personal Loan, Life and
General Insurance.
Successfully played team manager role by recruiting
DST’s and DSA’s and training them as per company desires and motivating them to
get the business.
Looking into the branch sales, approvals and
dispersal of Personal Loans files.
DSA, Agents recruitment and motivating them to sell
our product.
Corporate Sales.
Maintaining cost of the branch. Controlling the
cost of the branch by keeping an eye in the cost.
Maintaining daily tracker in sales, approvals and
dispersal and also in case of delinquencies.
Participation in all marketing, advertising and
sales promotion activities of the branch.
5. Team Manager 01/2005 – 09/2007
Development Credit Bank (Retail Loans) Mysore
Field Sourcing For Personal Loan Prospects.
Have consistently achieved a conversion ratio of
more
than 75%.
Consistently achieved performance based
incentives and outstanding performance incentives.
Directed the team of 10 executives and 5
DSA’s to increase the channel sales product
Distribution.
Corporate sales in all listed Companies.
Proved instrumental in rendering post-sales
customer service.
Have gone beyond the role and generated leads
by going on field.
Liaison between external customers and
developers and the Bank.
Updating Property Search Databases and
allocating leads to appropriate sectors.
Looking into the branch sales, approvals and
dispersal of Personal Loans files.
Handling Collections of Bounces for the first
6 months of the Dispersal.
EDUCATION
Pursuing CFA Level 1
CFA Institute
Certified Financial Planner CM
FPSB India
MBA in Marketing
University of Mysore
BBM
D. Banumaiah college
of commerce
University of
Mysore, Mysore.
Additional
Qualification:
NCFM Certification:
1. NCMP Level 1 (NSE
Certified Market Professional)
2. Capital Market
(Dealers) Module
3. Derivatives
Market (Dealers) Module
4. Investment
Analysis and Portfolio Management
NISM Certification:
1. Mutual Fund Distributors Certification Examination NISM Series V -
A
Personal Details
Name Ravindra.G.R
Father’s Name Rame gowda
Date of Birth 17-12-1983
Languages
Known English, Hindi, and Kannada.
Hobbies Traveling,
listening to music, playing cricket
Gender Male
Marital Status Single
Permanent Address #305,7th Main
Hebbal 1st
Stage
Mysore – 16
Place:
Date:
(RAVINDRA G. R.)
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