Manpreet Kaur
Sr. Financial Advisor
- Role
- Sr Financial Advisor at Ibn Technologies
- Location
- Pune Division, MH, IN
- LinkedIn followers
- 500 followers
About Manpreet Kaur
Financial analysts are the analytical players in the world of accounting and finance. From finacial auditor to Sr. Financial advisor, the journey was quiet learning and enthusiastic. Growing in finance industry with fast pace is not an easy task. While working in IBN Technologies Ltd. gain enriching experineces. passionate about the further journey in my career. Specialities: Financial Advising Financial Planning Cost saving Revenue Generation Budgeting
Experience
Sr Financial Advisor
Mar 2016 — Present · Pune, IN
Key Responsibilities as Financial Advisor : Recommend investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences. Execute and negotiate follow through of implementation vehicles including insurance, investments, tax planning, debt management, estate planning, and other tasks quoted to client. Solicit clients actively via telephone, mail, referrals.
Education
FLAME University
Masters in commerce, Accounting and Business/Management
2009 — 2012
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