Bhupendra Kumar Srivastava

Financial Services Professional @Bkshri Finserv N

Lucknow, IN
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2010 — Present

Financial Services Professional @Bkshri Finserv N

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Uttar Pradesh, IN

EDUCATION

1982 — 1985

Deendayal Upadhyay Gorakhpur University

B.Sc.

SKILLS

EquitiesRetirement PlanningProduct DevelopmentAsset AllocationFinancial PlannersInvestment StrategiesFinancial AdvisoryFinancial PlanningWealth ManagementTaxMutual FundsEmployee BenefitsLife InsuranceFinancial ModelingInvestment AdvisoryEstate PlanningInvestmentsReal EstateStrategic Financial Planning

ABOUT BHUPENDRA KUMAR SRIVASTAVA

A competent professional with 20 years of experience in Mutual Fund Services. Proven track record of establishing systems/ procedures, thereby contributing in a major way towards augmented growth and profitability levels. Posses in depth understanding of Mutual Fund, Insurance, Tax Planning, Cash flow management etc Conceptualizing and implementing competent business strategies to market the product and services and achieve preset Returns and profit targets Specialties: SpecialtiesCustomer relation management, Networking, Financial planning, Mutual Funds research, Equity share trading, Life Insurance Needs Analysis,(Wills,etc) Taxation on Investments, Retirement Planning, Research on Finance & Investments training, Marketing, Portfolio management services, Product development and management, Recruiting, Sales development,

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Bhupendra Kumar Srivastava — Financial Services Professional at Bkshri Finserv N in Lucknow, IN | Unifers