Ashish Shiv Kumar Katiyar

Address: 19- Gangotri, Anushaktinagar, Mumbai 400094. Mobile 9833176136 E- Mail: katiyar.ashish09@gmail.com

A good human with Ability to learn quickly and execute in creative ways.

Summary
Analysis of market condition and advising a variety of clients including High Net worth Individuals Accordingly. Experience in the field of Financial planning & Marketing (Sales). Exposure in identifying & adopting emerging trends & addressing industry requirements to achieve organizational objectives.

Ffreedom Wealth solution Pvt Ltd, as Financial Planner, Mumbai, August 11

May 12. Key Accountabilities @Ffreedom Wealth Solution Pvt Ltd

Acquisition of new member for fee based financial planning. Analysis of products like Mutual Fund, Life Insurance, General Insurance, loans etc.
Preparation & Presentation of Financial Plan. Coordination between member and the execution team. Working with individuals psychology, helping them to execute the financial plan and make better financial Decisions.

Tracmail AR Service Pvt Ltd as Customer Service Executive operations .Mumbai

, May 08 June 09. Assessing individuals financial condition and reason to be defaulter. Helping them to pay off their debt in full by giving them payment arrangements and in special circumstances settlement options. Bank verification for the payment made by Check over the phone.
Assignment - Project

Acquisition, Transfer & Conversion of Agricultural land, Mumbai, Oct12

This Assignment helped me to understand pre Construction phases of real estate development I.e. the basis of identifying and evaluating a parcel of land, checking the marketability of property, due diligence and the factors effecting negotiation for acquisition of a property. Post finalizing of the property the formalities, compulsory and formal documents, fees required for registration and conversion etc were also the key learning of the project.

Key Skill

: Planning & Management, Strategic & Critical Thinking, Analytical & Intellectual.

Functional Area: Product/services development, Marketing & Business Development, Customer service.
ACADEMIC CREDENTIALS

2012 Post Graduation Diploma in Real Estate Management from IDS-NIREM. Principles and Practices. Property Management. Real Estate Finance. Real Estate Market Analysis. Real Estate Appraisal. Investment Analysis.( Real Estate Decision) Legal Aspects. Residential and Commercial Development. 2011 Bachelors Degree in Business Administration from Madurai Kamaraj University. 2010 CFP (Certified Financial Planner) from Institute of Technology and management, Mumbai, Financial planning Standard Board India. Advanced Financial Planning - CERTIFIED FINANCIAL PLANNER Investment Planning Income Tax & Estate Planning Retirement Planning & Employee Benefits Risk Analysis & Insurance Planning
PROFESSIONAL CERTIFICATIONS

Securities Market (Basic Module) Capital Market (Dealer Module) Derivates Market (Dealer Module) Option Trading Strategies Module Commodities market Module NISM Series V-A : Mutual Fund Distributors Certification Examination.
TECHNICAL SKILLS

MS Word, MS Excel, MS Power Point, Internet

PERSONAL DOSSIER

Date of Birth: Marital Status: Languages: Hobbies: Interest:

05/07/1987 Single English, Hindi & Marathi. All most every sport & Game (Indoor & outdoor). Cosmology & Mythology.
DECLARATION

I hereby declare that the above written information is true to the best of my knowledge and belief.

(Ashish Katiyar)