1. JAGWESH
Mobile: 9873473917, 8802383917
E-Mail: Jagwesh12@gmail.com
Objective: A position as an active employee, involving responsibility and working with others as a team
member to achieve advancement and growth for the company
Academic and Professional Credentials
Qualification University/Board Institute’s Name Year Percent
age/
MBA Punjab technical
university
Indian institute of
financial planning
2014 61%
PG Diploma in
Financial Planning and
Wealth Management
The Indian Institute
Of Financial Planning
The Indian Institute
of Financial
Planning
2013 58%
B.Com Maharishi Dayanand
University Rohtak
School of Open
Learning
2012 47%
12th
Haryana Board
Syllabus Education
Bhiwani
Govt.Boys Sr. Sec.
School Old
Faridabad
2009 62%
10th
Haryana Board
Syllabus Education
Bhiwani
Govt.Boys Sr. Sec.
School Old
Faridabad
2007 59%
Certificates
 I have cleared Mutual Fund Distributor module (NISM V)
 I have merit certificate in Finance, HR and Marketing
Work Experience
EGON ZEHNDER INFORMATION AND RESEARCH MANAGEMENT
(PRESENT FROM JUNE 2015) AS AN ASSOCIATE.
 I used to collect the information from the internet then capture in software
 I used to work on C level profiles like CPA, CFP, CA, CEO, COO
HDFC LIFE INSURANCE FROM (AUG. 2014 TO NOV. 2014)
AS AN CORPORATE AGENCY MANAGER
Key Responsibility
 I used to maintain the relationship with client
 I used to maintain relationship with the banks
 I used to sale the insurance product to existing customer
 I used to generate the lead

2. LARSEN & TOUBRO FINANCE LIMITED (Sep 2013 to July 2014)
 More than six month experience as an financial services consultant
 I used to maintain the portfolio of the customer.
 I used to give financial advice to the client according to his need.
 I used to maintain the relationship with the channel partners.
 I used to solve the queries of the client which is related to products.
AHMEDABAD ROADLINES PVT.LTD (Feb 2010 to June 2012)
 More than Two years’ experience as an Relationship Manager
 I used to generate business for the company.
 I used to handle the customer queries on the phone.
 I used to maintain the relationship with the customer.
THE URG HOUSE (March 2009 to Dec. 2009)
AS AN SALES MAN
 I used to sell the company product to the client
 I used to maintain the relationship with the client
Technical Skills
 MS office and Database Management System
 Web designing ( word press)
Strength
 Self-motivator
 Good team player
 Discipline
 Punctuality
Projects Undertaken
 Projects on Economics(Comparison of two countries) and Quantitative Aptitude
 Projects on Financial Planning through Mutual Fund
 Projects on Financial Planning, Insurance Planning, Investment Planning and Retirement Planning with
live cases
 Case study on “introduction to financial planning, Insurance planning
 Case study on “ Retirement planning and employee benefit”
 Live case study on “Advance financial planning
 Project on “Technical analysis” ( Stock name SB)
Hobbies
 Playing Cricket.
 I like to meet with new people.
Personal Vitae
Father’s Name Mr. Begraj
Permanent Address: H. No. D-37 Sector 15A Ajronda Faridabad (Haryana)
Date of Birth: 10th
April 1991
Languages Known: English, Hindi