Sarbani Roy
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About
Investment Advise with iFAST Global Markets
SUMMARY:
A Certified Financial Planning (CFP), a SEBI registered Investment
Advisor (Associated with Ifastfinancial Pvt Ltd) and hold a postgraduate Masters in English. I am experienced as a corporate
trainer in companies such as TATA AIA Life Insurance, NIPPON
Life Insurance and KOTAK Life Insurance. Wealth Management
domain specialist with years of extensive experience in Financial
Services including financial planning, investments management
through mutual funds and direct equities, insurance planning and
estate planning.
I specialized in training employees and corporate on regulatory,
motivational, product and financial wellness/awareness. Conducting
both Online and Offline Investor Awareness Program.
Contact for Financial and Investment Plan....The EARLY The
BETTER!! and Training!!
Marilyn Monroe said “Within crisis, are the seeds of opportunity”
EXPERIENCE:
Think Investment @ roysarbani
Certified Financial Planner
December 2017 - Present (4 years 2 months)
Durgapur Area, India
"Investment is SIMPLE, but not EASY"
Insurance and MF Industry
Coach
April 2004 - Present (17 years 10 months)
Kolkata Area, India
Imparting training to professionals and financial consultant
Reliance Nippon Life Insurance
Regional Master Trainer
July 2018 - June 2020 (2 years)
Zone, East
Managing training team East and imparting training to sales for business
development and team building.
Kotak Mahindra Old Mutual Life Insurance
Chief Manager Training
January 2012 - December 2016 (5 years)
Durgapur Area, India
Developing young leaders, process management, learning and development
among Mangers, Agency Partners and Advisors,partly responsible for HR and
ADMIN within the department
Reliance Nippon Life Insurance Company Limited
Regional Sales Training Manager
November 2007 - July 2011 (3 years 9 months)
North East, North Bengal and Sikkim
1.Training on Insurance & Risk Mangement
2.BehaviourialTraining
3.Conduct Workshop on - Team Management, Leadership Skill, Platform Skill
etc.
3.Employee Validation Program
4.Employee Induction
5.Process Development
TATA AIA LIFE INSURANCE COMPANY
Training Manager
August 2001 - 2007 (6 years)
1.Started business setup in Durgapur, Asansol, Burdwan, Bankura
2.Business Development and Co-ordinate Recruitment Process
3.Pre-licensing Training
4.Sales Training
5.Conduct Audit
3.Validation Program
EDUCATION
FPSB India
Certified Financial Planner, Finance and Financial Management Services
University of Burdwan
Bachelor of Arts - BA, English Language and Literature/Letters
Jaipur Open University
Master's degree, English Language and Literature/Letters
American Academy of Financial Management India
Advanced Financial Goal Planning
Carmel Convent, Durgapur
Secondary Education
SUMMARY:
A Certified Financial Planning (CFP), a SEBI registered Investment
Advisor (Associated with Ifastfinancial Pvt Ltd) and hold a postgraduate Masters in English. I am experienced as a corporate
trainer in companies such as TATA AIA Life Insurance, NIPPON
Life Insurance and KOTAK Life Insurance. Wealth Management
domain specialist with years of extensive experience in Financial
Services including financial planning, investments management
through mutual funds and direct equities, insurance planning and
estate planning.
I specialized in training employees and corporate on regulatory,
motivational, product and financial wellness/awareness. Conducting
both Online and Offline Investor Awareness Program.
Contact for Financial and Investment Plan....The EARLY The
BETTER!! and Training!!
Marilyn Monroe said “Within crisis, are the seeds of opportunity”
EXPERIENCE:
Think Investment @ roysarbani
Certified Financial Planner
December 2017 - Present (4 years 2 months)
Durgapur Area, India
"Investment is SIMPLE, but not EASY"
Insurance and MF Industry
Coach
April 2004 - Present (17 years 10 months)
Kolkata Area, India
Imparting training to professionals and financial consultant
Reliance Nippon Life Insurance
Regional Master Trainer
July 2018 - June 2020 (2 years)
Zone, East
Managing training team East and imparting training to sales for business
development and team building.
Kotak Mahindra Old Mutual Life Insurance
Chief Manager Training
January 2012 - December 2016 (5 years)
Durgapur Area, India
Developing young leaders, process management, learning and development
among Mangers, Agency Partners and Advisors,partly responsible for HR and
ADMIN within the department
Reliance Nippon Life Insurance Company Limited
Regional Sales Training Manager
November 2007 - July 2011 (3 years 9 months)
North East, North Bengal and Sikkim
1.Training on Insurance & Risk Mangement
2.BehaviourialTraining
3.Conduct Workshop on - Team Management, Leadership Skill, Platform Skill
etc.
3.Employee Validation Program
4.Employee Induction
5.Process Development
TATA AIA LIFE INSURANCE COMPANY
Training Manager
August 2001 - 2007 (6 years)
1.Started business setup in Durgapur, Asansol, Burdwan, Bankura
2.Business Development and Co-ordinate Recruitment Process
3.Pre-licensing Training
4.Sales Training
5.Conduct Audit
3.Validation Program
EDUCATION
FPSB India
Certified Financial Planner, Finance and Financial Management Services
University of Burdwan
Bachelor of Arts - BA, English Language and Literature/Letters
Jaipur Open University
Master's degree, English Language and Literature/Letters
American Academy of Financial Management India
Advanced Financial Goal Planning
Carmel Convent, Durgapur
Secondary Education
Skills
Marketing
Management
Business Strategy
Finance
Instructor doesn't have any class!
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