Narayan H R

Certified SEBI & IRDA Channel Partner | Angel One | Helping Individuals & Businesses Invest in Stocks, Mutual Funds, and Insurance | Trusted Financial Advisor for Smart Wealth Growth

Role
Channel Partner - Angel One Mutual Fund Distributor Stock Sub-broker Posp at Angel One
Location
Bengaluru, KA, IN
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Narayan H R

Certified SEBI and IRDA - Channel Partner with Angel One, I specialize in helping…

Experience

  1. Channel Partner - Angel One Mutual Fund Distributor Stock Sub-broker Posp

    Angel One

    Aug 2022 — Present · Bengaluru, IN

    As a Certified SEBI and IRDA Channel Partner with Angel One, I specialize in helping individuals, families, and small businesses make smarter financial decisions through customized investment and insurance solutions.With a strong foundation in financial markets since August 2020, I provide end-to-end support for: Demat & Trading Accounts Stocks, Derivatives, Commodities & Currencies Mutual Funds, NFO & IPO Investments Insurance Solutions — Life, Non-Life & General ULIP / ELSS Tax-Saving SchemesMy mission is to simplify investing and empower clients to grow their wealth confidently with the right financial tools. Recognitions & Achievements-> Received Trophy for Exemplary Performance in WMS Business 2022–2023-> Honored with Award of Excellence for Monsoon Bonanza Contest — Free Trip to Singapore, 2024-> Achieved WMS–ELITE JFM 2025 — Free Trip to Russia, June 2025-> Qualified for Conquest Pride & Glory, Vietnam Trip — November 2025 ExperienceAngel One — Certified SEBI & IRDA Channel Partner Location:[Your City, India] August 2020 – PresentResponsibilities & Services-> Assisting clients in opening Demat and Trading Accounts-> Offering tailored investment advice in Stocks, Mutual Funds, Bonds, and IPOs-> Providing Insurance Solutions — Life, Health, and General-> Guiding clients on Tax-saving schemes (ULIP, ELSS)-> Helping individuals and small businesses achieve financial freedom through smart planningAchievements: Recognized by Angel One with multiple awards and international trips for outstanding performance and business growth.I take pride in building long-term relationships based on trust, transparency, and performance.If you\'re looking to grow your investments or protect your financial future — Let’s connect and explore the best solutions for your goals.

Education

  • Bangalore University

    Bachelor's Degree

    2001 — 2003

  • Symbiosis Center for Distance Learning (SCDL)

    Master of Business Administration (M.B.A.)

    2007 — 2009

  • Board of Technical Education / GRICP

    DCP / DMOP (Diploma in Modern Office Practice / Commercial Practice)

    1993 — 1996

  • National Institute of Securities Markets (NISM)

    NISM VA

    2023

Skills

  • HR Policies
  • Employee Relations
  • Human Resources
  • Management
  • Training
  • Personnel Management
  • Greenfield / Plant Set Up Wrt HR & Admin
  • Talent Management
  • Industrial Relations
  • Performance Appraisal
  • Strategic HR
  • Employee Benefits
  • Employee Engagement
  • Statutory Compliances
  • Recruiting

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Narayan H R — Channel Partner - Angel One Mutual Fund Distributor Stock Sub-broker Posp at Angel One in Bengaluru, KA, IN | Unifers