 | Guru FinAdvisors |
SURENDRA TEWARI | |
Freelancer, Guru FinAdvisors | |
confidential JHANSI, India | |
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After putting in 34 years of active service in State Bank of India, I voluntarily opted to retire and decided to enjoy other streams of Financial sector. I, therefore, joined Max Newyork Life Ins. Co. Ltd., a Agent & Advisor on 31.12.2007 and cleared AMFI Certification exam for Mutual Funds Distribution with NJ India Invest Pvt. Ltd. on 27.12.2008. I also intend to clear CFP certification shortly. Having advantage of Banking experience, Insurance advisory, Mutual Funds distribution and recognition in Management studies, I am carrying out Financial & Managerial Advisory at JHANSI.
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Current Experience:
Freelancer, Guru FinAdvisors
Previous: Clerical to Officer - MMGS - III {including 12 years as Branch Manager in 6 branches), State Bank of India
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KANPUR UNIVERSITY
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34.0 Years
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Wide experience in Banking, as also fair experience of Insurance, Mutual Funds, Financial Planning
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1
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Contribution score:(208 points)
- Contacts: 20 connections, 24 following, 6 followers
| Current : |
Freelancer, Guru FinAdvisors |
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| Insurance | ||
| India, JHANSI | ||
Working from 2008 | ||
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Brief summary :
Insurance Advisor & Mutual Funds Distributor with 34 years of Banking experience. | ||
| Previous : |
Clerical to Officer - MMGS - III {including 12 years as Branch Manager in 6 branches), State Bank of India |
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| Banking | ||
| India, JHANSI, MAURANIPUR, ORAI, MAHOBA, LALITPUR, PARICHHA | ||
Worked from 1973 to 2006 | ||
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Brief summary :
Branch working and Branch Management. | ||
KANPUR UNIVERSITY |
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| B.Sc | |
| India | |
| From 1968 to 1970 | |
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Brief summary :
After completing my Bachlor Degree from Kanpur University in 1970, I had to join State Bank of India, as Clerk. During my service, therein, I completed C.A.I.I.B., a reputed certification for a Banker. I also pursued Diploma in Management, Advanced Diploma in Management, Spl. Diploma in Management (Financial Management) from IGNOU. | |
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Industry
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15814 members, 140 jobs, 344 articles, 206 questions, 661 debates, 251 idea contests.
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742 members, 42 jobs, 44 articles, 23 questions, 17 debates, 5 idea contests.
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675 members, 41 jobs, 101 articles, 40 questions, 42 debates, 19 idea contests.
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Dear Asoke, I support your well knitted idea. I may, here, add that LICI are authorised to hold only Rs.5 crores (not 5000 crores) and Finance Minister has proposed to increase authorised capital of LICI from Rs.5 crores to 100 crores subject to... |
Sanjay, You appear to be the worst victim of LICI. |
Moreover, these investors, holder of 96% are being looted by mis-slling in the form of investments in ULIPs in the name of Mutual Funds or they are offered company - deposits in the name of higher interest and are bound to be harassed at the time of... |
SEBI has ruined the Mutual Funds industry in the name of benefit to the investors. Has anybody got an idea to abolish corruption which is well institutionalised and everybody avoids to talk about it? I think none has got one. The persons thinking of... |
Dear Nikhil ji, If the agents are the only responsible person for every activity related to the policyholders, than what for the other staff is appointed and paid for by the insurance companies. The fact remains that the agents must be relieved of the... |
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SURENDRA TEWARI, Freelancer, Guru FinAdvisors
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SURENDRA TEWARI, Freelancer, Guru FinAdvisors
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5
(1,064 Points)
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(152 Points)
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(602 Points)
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