Krishan Kumar
NIT Mizoram Civil Engineering Graduate, Class of 2024 | Former Training and Placement Coordinator | NISM-certified Financial Planner | Part-Time Storytelling & Video Production Enthusiast for youtube
- Role
- Wealth Officer at Bajaj Capital Ltd
- Location
- Jaipur, RJ, IN
- LinkedIn followers
- 500 followers
About Krishan Kumar
As a Civil Engineering graduate from the National Institute of Technology (NIT) Mizoram…
Experience
Wealth Officer
Jul 2024 — Present · Jaipur, IN
As a Wealth Officer at Bajaj Capital Ltd, I specialize in providing personalized financial planning and investment advisory services to a diverse clientele. My role involves:Comprehensive Financial Planning: Creating tailored financial plans that align with clients\' long-term goals, risk tolerance, and investment preferences.Investment Management: Analyzing market trends and investment opportunities to offer strategic advice on asset allocation, portfolio diversification, and risk management.Client Relationship Management: Building and nurturing strong relationships with clients through regular reviews, updates, and proactive communication to ensure their financial well-being.Product Expertise: Offering insights into a wide range of financial products including mutual funds, insurance, fixed deposits, bonds, and other investment vehicles.Regulatory Compliance: Ensuring all advisory practices adhere to regulatory standards and compliance requirements, providing clients with trustworthy and ethical service.I am passionate about empowering clients to achieve their financial objectives and securing their financial future. My approach is driven by a commitment to integrity, transparency, and excellence in service delivery.Connect with me to discuss how I can assist you in navigating the complexities of financial planning and investment management.
Education
National Institute of Technology Mizoram
Bachelor of Technology - BTech
2020 — 2024
Prince Academy of Higher Edu, Sikar
10 Std
2016 — 2017
Navjeevan Science School, Sikar
12 Std
2018 — 2019
Nit Mizoram
Civil Engineering
2020 — 2020
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