Vandna Negi

Personal Statement Vandna Negi (- A post graduate diploma holder in financial planning with FPSB India and DFP Australia, with Honors in English Literature, looking to secure a teaching position or similar to utilise my current analytical plus strong communication skills and knowledge which will help me to further develop these skills in a practical and fast-paced environment. -My eventual career goal is to assume responsibility for the analysis and implementation of all professional knowledge and actively contribute to the overall success of any business I work for. EDUCATION DFP (Diploma in Financial Planning) Australia, RG-146 – Passed in 2017 Key Skills gained: ⦁ Conduct financial planning analysis and research. ⦁ Determine client’s financial requirement and expectation. ⦁ Apply principles of professional practice to work in the financial service industry. ⦁ Comply with financial planning practice ethical and operational guidelines and regulations. ⦁ Develop and use complex spreadsheet. Provide general advice on financial products and services. ⦁ Establish client relationship and analyse needs. Develop, present and negotiate client solutions. Notable Modules –Financial Planning Fundamentals, Insurance and Risk Protection, Superannuation &Retirement Planning and Securities & Managed Investments. Narsee Monjee Institute of Management Studies Post Graduation in Financial Management (2016) Certification in Financial Planning - FPSB INDIA (2015) Key Skills gained: ⦁ A keen financial acumen through applying financial planning theories and case studies to individuals. ⦁ Developing and evaluating strategies to create a financial plan. ⦁ Identifying alternative courses of action and evaluating alternatives. ⦁ Creating and implementing a financial action plan. ⦁ Analytical and conceptual thinking, with a conscientious approach to managing workloads. ⦁ Ability to handle, analyze and interpret complex data, before presenting it back based on the overall analysis made. ⦁ Proficiency in all areas of Microsoft Office, including Access, Excel, Word and PowerPoint. University of Delhi Maharaja Agrasen College B.A (Honors) English -) Modern Academy Senior Sec School ISC Board (XII) Physics, Chemistry and Mathematics (2009) ICSE Board (X) Mathematics, English, Science, History and Geography (2007) WORK EXPERIENCE Independent Financial Consultant (Feb 2020 – Present) Manager Financial Planning SMC Investments and Advisors Ltd (Nov 2018 – Jan 2020) Key Role: ⦁ Assist in Financial Planning matters which include preparation of Statement of Advice, financial plan and statements for clients. ⦁ Developing business, strategic partnerships and acquisition of new clients. ⦁ Performing detailed financial modeling and scenario analysis using software. ⦁ Running Monte Carlo Simulations to understand the impact of risk and uncertainty in financial. ⦁ Formulating Financial Planning strategies, analysing and presenting to client ⦁ Providing training and knowledge support to sales team. Preparing an online test based on the training provided to Wealth Managers post session. ⦁ Writing articles and snippets on personal finance. ⦁ Running online and offline campaign on financial planning awareness for the people by developing flyers and designing leaflets. ⦁ Reviewing the quality of the SOAs on the basis of set criteria. ⦁ Carrying out risk research and need analysis of clients on the basis of information provided and suggesting risk cover and products to clients. ⦁ Regular monitoring of their investment portfolio and carrying out periodic portfolio rebalancing. ⦁ Carrying out research work on Debt market on Bloomberg and preparing full-fledged Debt and Equity market report on monthly basis. ⦁ Work extensively with the management to identify and improve current processes systems related to Financial Planning and Indian Legal framework. Manager Financial Planning Viden Group (July 2017 – August 2018) Key Role: ⦁ Assist in Financial Planning matters which include preparation of Statement of Accounts (SoAs), financial statements for Australian clients. ⦁ Developing business, strategic partnerships and acquisition of new clients. ⦁ Performing detailed financial modelling and scenario analysis using software, Xplan. ⦁ Formulating Financial Planning strategies, analysing and presenting to client and onshore Australia Team ⦁ Reviewing the quality of the SOAs on the basis of set criteria. ⦁ Carrying out risk research and need analysis of clients on the basis of information provided and suggesting risk cover and products to clients. ⦁ Carrying out superannuation review, rebalance, rollover and suggesting contributions (salary sacrifice, concessional or non-concessional). ⦁ Work extensively with the onshore stakeholders to identify and improve current processes systems related to Financial Planning and Australian Legal framework. Financial Planner HFI Wealth Creators Pvt. Ltd (April 2016 – July 2017) Key Role: ⦁ Preparing Financial, Retirement and Investment Plans for Armed Forces officers, presenting plans to them and implementing. ⦁ Responsible for complete wealth management. ⦁ Interacting with officers pertaining to their investments, advising them on personal finance and current market scenarios. ⦁ Carrying out research on various investment products such as mutual funds, corporate FDs, government bonds, shares, etc. ⦁ Investing clients funds in different avenues on the basis of their risk profile and asset allocation. ⦁ Regular monitoring of their investment portfolio and carrying out periodic portfolio rebalancing. ⦁ Providing training and knowledge support to the team and new joinees. Preparing an online test based on the training provided post every session. Insurance Case Manager MetLife Insurance (January 2013 – March 2014) Key role: ⦁ Conducting insurance needs analysis of the clients and preparing statement of advice for them. ⦁ Demonstrated resilience and ability to work with clients, attorneys and employers to deliver reports in timely and thorough manner. ⦁ Significantly improved negotiation skills, regularly converting customers from point of enquiry to recovery. Generated various reports to check process hygiene and compliance. Processing claims and completely managed the overpayment workflow. ⦁ SKILLS: ⦁ Providing knowledge based training to different teams from different locations at a time. ⦁ Business developments and strategic partnerships ⦁ Writing articles and designing flyers for marketing to increase awareness. ⦁ Prepare portfolio analyses for High Net Worth and institutional clients ⦁ Expertise in handling a bigger team. ⦁ Expertise in Superannuation, Managed Investments, Mutual Funds, stocks, Insurances and various investment products. ⦁ Expert in financial modeling, budgeting and cash flow management. ⦁ Proficiency in communication and spoken English. ⦁ Excellent hands on Microsoft Word, Excel, Power Point and Outlook. ⦁ Self-motivated with strong analysing and problem resolving skills. PERSONAL SNIPPETS: Spouse's Name Mr Sahil Kukreja Date of Birth 29 September 1991 Marital Status Married Nationality Indian I hereby declare that the above information is true to best of my knowledge. (VANDNA NEGI)