Sumit Kumar
HR Assistant at Triveni Metal Corporation Under Doosan Power System India (DPSI)
- Role
- Financial Services Consultant at Kotak Life
- Location
- Lucknow, UP, IN
- LinkedIn followers
- 500 followers
Experience
Financial Services Consultant
Feb 2026 — Present · Lucknow, IN
Assessed client\'s financial goals and risk exposure to design customized protection and planning strategies.Provided advisory support on financial security, long-term savings, and risk management solutions.Educated clients on financial planning concepts, tax efficiency, and wealth protection.Supported clients through decision-making, documentation, and ongoing financial reviews.Maintained professional client relationships with a focus on trust, transparency, and long-term value.
Education
Mahatma Gandhi Kashi Vidyapith (MGKVP), Varanasi
Bachelor of Arts
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