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[QUOTE=Guest-IJT;147500][B]Name [/B]: NILESH RAHANGDALE [B]Email [/B]: rahangdale.nilesh AT yahoo.com [B]Designation / Skillset[/B] : financial planner [U][B]Resume[/B][/U] : NILESH W RAHANGDALE [B]Mobile. 9595386350 Email ID [/B]:rahangdale.nilesh AT yahoo.com ________________________________________ Career objective To excel in my area by taking up the Challenging Assignments at the Workplaces, by Implementing my Knowledge and Learning Attitude for the Growth of the Organization A driven MBA along with additional qualifications like PGDFA, CFPCM, NSE Certifications, DBF would definitely help me to add value to my Job. Professional Qualifications - M.B.A (Finance) – By 2011 Orange School of Business (OSB), Nagpur. Experience 3 months as a Assistant manager in AXIS BANK. Qualification - B.COM 63.75% - MBA (Finance) 67% (3 Semesters Aggregate) - IIBF’s PGDFA Leading to CFPCM (Consisting of 6 papers) 61% [B]- NISM-SERIES-V-A [/B]: Mutual Fund Distributors Certification Examination 77.50% - Commodities(DERIVATIVES) Market Module 76.25% - Beginner’s’ Module- Financial Markets 91% - Derivatives Market (dealers) Module 86.25% - NSDL Depository Operations Module 77.50% - AML-KYC Operations Module Appearing on July, 2011 - NCMP level- 1 (NSE’S Certified Market Professional) - NCMP level- 2 (NSE’s Certified Market Professional) PGDFA Leading to CFPCM (Post Graduation Diploma in Financial Advising) [B]Area of Specialization [/B]: - Introduction to Financial Planning - Managing & Marketing Financial Services - Securities Markets & Products - Insurance Products - MF (Mutual fund) Products & Services - Banking Products & Services PGDFA is awarded by Indian Institute of Banking & Finance (IIBF), Mumbai FPSBI (FINANCIAL PLANNING STANDARD BOARD OF INDIA) [B]Two modules completed [/B]: - Risk Analysis and Insurance Planning. - Retirement planning. (Two module yet to complete for certified financial planner) Summer internship (05/08/2010 to 07/09/2010) This summer I had the opportunity to intern for KARVY STOCK BROKING LIMITED, as a financial planner. In this internship I have offered to clients overall financial planning in areas such as portfolio management, income tax and estate planning, planning for retirement, or saving for a Childs education and also offered wide variety of life, disability, and long term care insurance policies. In this period my contribution to many different parts of the process , and learned about things that with little prior experience, such as income tax planning and insurance needs. My other main duty was to act as a portfolio analyst and dissect the portfolio of different clients, looking for how they are currently performing and ways to improve their returns. This was an area that I was somewhat familiar and still learned amount of work. In this internship I have also completed diploma in DERIVATIVES DEALERS MODULE with 86.25%. All in all, this internship was a tremendous learning experience. PROJECTS DONE ON PROCESS OF FINANCIAL PLANNING [B]Project Name [/B]: FINANCIAL PLANNING [B]Organization [/B]: KARVY STOCK BROKING LIMITED [B]Duration [/B]: 35 days [B]Role [/B]: Financial planner [B]Project Scope [/B]: To evaluate scope of Financial planning of HNI’S Segment [B]Description [/B]: The project involved a quantitative analysis of the financial needs of the client for the future prospective. The risk analysis and SWOT analysis of the client was also undertaken besides cross-section comparison with standard players in the market IT skills Maharashtra state Certificate in Information Technology, (Basic Operating System, Windows XP, Internet Application etc.) (M.S.C.I.T., FUNDAMENTAL COURCE IN COMPUTER) TALLY 7.2 From Om Computer institute Achievements - Cleared NCFM certifications & PGDFA (post Graduate diploma in financial Advising) in first attempt & two module of FPSBI (FINANCIAL PLANNING STANDARD BOARD OF INDIA). ------------------------------------------------------- [B]More Information about this submission and submitter [/B]:- ___________________________________________________ [B]Submission ID [/B]: 4296030 [B]Date & Time [/B]: 24th Jun 2011 5:53 PM (UTC) [B]IP Address [/B]: 115.240.176.27 [B]Browser Info [/B]: Mozilla/5.0 (Windows NT 5.1; rv:2.0.1) Gecko/20100101 Firefox/4.0.1 Predicted Country ;: India[/QUOTE]
