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SURENDRA TEWARI Freelancer, Guru FinAdvisors
 
SURENDRA TEWARI's Profile
Guru FinAdvisors
SURENDRA TEWARI
Freelancer, Guru FinAdvisors
confidential
JHANSI, India
confidential
Toostep 
Professional summary

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.

SURENDRA TEWARI's Experience
Current :

Freelancer, Guru FinAdvisors

Insurance
India, JHANSI

Working from 2008

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

Banking
India, JHANSI, MAURANIPUR, ORAI, MAHOBA, LALITPUR, PARICHHA

Worked from 1973 to 2006

Brief summary :

Branch working and Branch Management.

SURENDRA TEWARI's Education

KANPUR UNIVERSITY

B.Sc
India
From 1968 to 1970
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.

SURENDRA TEWARI's Expertise
Skills & interests :
Wide experience in Banking, as also fair experience of Insurance, Mutual Funds, Financial Planning  
Years of Experience :
34.0 Years  
Expert badges
Industry
 
 
 
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SURENDRA's communities
16092 members, 147 jobs, 347 articles, 208 questions, 671 debates, 251 idea contests.
675 members, 41 jobs, 101 articles, 40 questions, 42 debates, 19 idea contests.
745 members, 42 jobs, 44 articles, 23 questions, 17 debates, 5 idea contests.
SURENDRA's contributions
Hello all! Please  have a look at IRDA website and you will find that most of the private companies have come out of red.
The nature of Indian Banking system altogether different from that in western/ developed countries. The rating procedures of Moody's or S&P or such other agencies are bound to stick to the systems and procedures developed in western environment. The...
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...
SURENDRA's  activity updates
08 Apr 2011
SURENDRA TEWARI, Freelancer, Guru FinAdvisors
08 Jan 2011
SURENDRA TEWARI, Freelancer, Guru FinAdvisors
  • received 1 business card
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