Plabita Priyadarshi
Crtified Financial Planner @Kotak Life
Mumbai, MH, IN
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MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Apr 2004 — Present
Crtified Financial Planner @Kotak Life
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Mumbai, IN
PRESTIGIOUS MDRT MEMBER SINCE 2005, ACCLAIMED TOP PERFORMER OF THE COMPANY SINCE 2006 TILL DATE. FIRST AND ONLY PRESIDENT OF 51 CLUB(A JOINT INITIATIVE OF OLD MUTUAL Plc, SOUTH AFRICA WITH KOTAK L.I.). MORE THAN 1500 HAPPY CLIENTS INCLUDING HNIs. PROFESSIONAL AND PERSONALIZED INVESTMENT SERVICE INDIVIDUAL RISK ASSESSMENT AND INVESTMENT MAPPING
EDUCATION
N/A
Indian Institute of Management, Indore
Management Development Program 24 -25
1995 — 1997
Govt girls school nagaon assam
Bechalor in arts
N/A
Indian Institute of Management, Indore
MDP
SKILLS
Relationship ManagementFinancial AnalysisMisPensionsInvestmentsRetirementStrategic Financial PlanningInvestment AdvisoryFinancial PlanningFixed AnnuitiesFund AdministrationCross SellingRetirement PlanningBusiness StrategyFinancial PlannersLife InsuranceFinanceWealthPortfolio ManagementInsuranceBankingMutual FundsWealth ManagementRisk ManagementTeam Management
ABOUT PLABITA PRIYADARSHI
Kotak Certified Financial Adviser working for Kotak Mahindra Old Mutual Life Insurance…
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