1. RAVI PRAKASH KESHARI
D47/226-A RAMAPURA, VARANASI, U.P.- 221001
Mobile: +971-525833929, +91- 9235620084.
Email: ravi.keshari2007@ rediffmail.com.
OBJECTIVE:
“Looking for an opportunity, which could provide me satisfaction and opportunities for nurturing my
skills, applying knowledge, and past experiences, which could help me in contributing my best to my
organization.”
SKILLS:
• Wealth Management
• Financial Planning, Forecasting
• Client Satisfaction
• Equity, Insurance Analysis
• Excellent Communication Skill
• Team Management
• Able to work either as a Team or Individual.
DESIRED ROLE:
Like facing Challenges, Love to work with the Organisation which is established and allow me to grow
Equitant with the growth of the Company.
ACADEMICS:
Cleared “Certified Financial Planner” from FPSB India, Mumbai in 2008 (First in Region)
B.COM (H) from Banaras Hindu University, Varanasi, in 2006 (First Division)
Intermediate/ (10+2) from U.P. Board in 2003 (First Division)
Work EXPERIENCE:
• MetLife – UAE Nov 2014 to till date
Working as a Senior Consultant
Key Responsibilities:
Promoting and selling of insurance products and services to the customers
Giving sound financial advisory services and customer support to the clients
Deals with individuals including with their families and corporate business too.
Maintain good relationship including good rapport with his/her existing and prospective clients.
Marketing strategies always drawn and re-drawn from time to time, keeping in mind the customer
preferences.
Promotion of insurance brands
Public relation building exercise should be given significant importance.
• Ace School for Professional Studies Apr 2012 – Oct 2014
Working as Branch Head
Key Responsibilities:
Handle Promotions, Admission Process and Training of CFP Modules.
• RR Equity Brokers Pvt. Ltd. Sep 2010 to Apr 2012
Worked as Branch Head.
Key Responsibilities:
Handling a Team of Relationship Managers.
Handling Branch Operations
Brokerage Generation
Selling of Mutual Fund, Insurance and Other Products.
2. • A.C. Choksi Share Brokers PVT. LTD Aug 2009 TO Sep 2010
Worked as Branch Head
Key Responsibilities:
Worked as Branch Head.
Branch Operations and Opening of Dmat Accounts, Brokerage Generation
• Sunshine Investment Solution Sep 2008 to Jul 2009.
Worked as a Relationship Manager
Key Responsibilities:
Dealing with D-mat Account Opening, Mutual Funds, Life Insurance, Fixed Deposits
• Bajaj Allianz LIC Sep 2007 to Jul 2008
Worked as an Insurance Sales Officer
Selling of Insurance Products and services
• HDFC Standard Life I. Co. Jul 2006 to Aug 2007
Worked as a financial Consultant
Selling of Insurance Products, Client services
• UTI Securities Apr 2005 to Jul 2006
Worked as a Client Relationship Manager
Selling of Insurance, Mutual Fund Products, Client services.
PROFESSIONAL ACHIEVEMENTS:
• CFP Certification.
• IRDA Certified.
• AMFI Certified
• NCFM Cash (Dealer Market)
• NCFM Derivative (Dealer Market)
PERSONAL DETAIS:
Full Name : Ravi Prakash Keshari
Father’s Name : Lt. Madan Lal Keshari
Date of Birth : July 1, 1986
Passport No : K9875839
Marital Status : Single
Languages Known : English, Hindi and Local.
Self Assessment : Honest, Hard Working, Reliable.
Declaration: I hereby declare that the information given is correct to the best of my knowledge and belief
and that I have not withheld any information that might affect my suitability for
employment.
Date : Ravi Prakash Keshari