Souvik Roy
Financial Advisor @PNB MetLife India Insurance Co. Ltd
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WORK HISTORY
Financial Advisor @PNB MetLife India Insurance Co. Ltd
Kolkata, IN
Provided expert financial advice to clients, helping them navigate insurance options and investment strategies. • Developed personalized financial plans to meet clients\' needs, ensuring comprehensive coverage and long-term growth. • Collaborated with a team to enhance client relationships and deliver exceptional service in a competitive market.
EDUCATION
NSHM College of Management and Technology
BBA Banking and finance
ABOUT SOUVIK ROY
Currently pursuing a BBA in Banking and Finance at NSHM College of Management and Technology, with a strong focus on foreign exchange trading, CRM, and mutual fund analysis. Academic foundation supports a keen understanding of financial analysis and investment strategies. Serving as a Financial Advisor at PNB MetLife India Insurance Co. Ltd, contributing to client financial planning and investment strategy development. Recent internship at Nirmal Bang Wealth Pvt Ltd enriched expertise in the Indian equity market and investment strategies. Dedicated to leveraging academic and practical experience to drive informed financial decisions.
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