Anuj Paul, Cfp®

Anuj Paul, Cfp® Email and Phone Number

Founder CEO at MyFundbox Financial Services @ MyFundbox Financial Services
Shimla, HP, IN
Anuj Paul, Cfp®'s Location
Shimla, Himachal Pradesh, India, India
About Anuj Paul, Cfp®

As a Banking veteran turned Founder CEO of MyFundbox Financial Services, I'm on a mission to make Personal Finance a simple, approachable, and enjoyable journey.My team and I provide a range of services including but not limited to goal planning, insurance planning, retirement planning, investment planning, tax planning, estate planning, loans, real estate etc. We're here to help individuals and business owners achieve their wildest financial dreams and make money moves like never before to achieve financial freedom and peace of mind. Let’s make finance fun! Do write to us at info@myfundbox.co.in to engage and know more.

Anuj Paul, Cfp®'s Current Company Details
MyFundbox Financial Services

Myfundbox Financial Services

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Founder CEO at MyFundbox Financial Services
Shimla, HP, IN
Anuj Paul, Cfp® Work Experience Details
  • Myfundbox Financial Services
    Founder Ceo At Myfundbox Financial Services
    Myfundbox Financial Services
    Shimla, Hp, In
  • Myfundbox Financial Services
    Founder Ceo At Myfundbox Financial Services
    Myfundbox Financial Services Dec 2022 - Present
    Shimla, Himachal Pradesh, India
    As a CERTIFIED FINANCIAL PLANNER™ practitioner and the Founder CEO of MyFundbox Financial Services, I have embarked on a dedicated journey to assist individuals and businesses in navigating the complex world of finance. Driven by a passionate commitment to empowering clients to achieve their financial goals, I have established MyFundbox as a trusted resource for comprehensive financial planning and wealth management solutions.
  • Icici Bank
    Regional Sales Head, Government Banking
    Icici Bank Sep 2020 - Aug 2022
    Shimla, Himachal Pradesh, India
  • Icici Bank
    Relationship Manager- Government Banking
    Icici Bank Nov 2016 - Sep 2020
    Jalandhar, Punjab, India
    Working as Relationship Manager, Government Banking (Institutional Business Group). RESPONSIBILITIES* Liaisoning with Key Govt. officials including all IAS and PCS officers.* Building strong business relationships with all the key district officials and to be the one point contactfor all their Banking needs.* Explore new Govt. schemes at the District Level to route the funds through ICICI Bank translating to higher CASA and NII.* Driving and leveraging the Branch channel to increase the market share and penetration in Govt. Business.* Understanding the needs and pain points of the Govt. Departments and address the same with various collection and payment solutions including PG, CMS, E-Collections, PFMS, POS etc.* Active participation in the social initiatives of District Administration through Corporate Social Responsibility (CSR).ACHIEVEMENTS* Secured 14th Rank, PAN India amongst the 254 RMs making it to the top 6 % RMs, 4th Rank in Rest of North Mega zone & 1st Rank in PHHJ zone (Punjab, Haryana, HP and J&K) for FY19-20 performance.* Achieved the NII of Rs. 2.08 Crore for the Bank in FY 18-19 and Rs. 2.95 Cr in FY 19-20 translating to YoY growth of 45%.* Cracked the prestigious mandate for two Smart Cities in Punjab, Jalandhar Smart City Limited and Amritsar Smart City Limited making ICICI Bank the sole Banker for the SPVs.
  • Icici Bank
    Student At Business Leadership Programme
    Icici Bank Oct 2014 - Oct 2016
    Chandīgarh Area, India
  • Jsoft Solutions Ltd.
    Business Analyst
    Jsoft Solutions Ltd. Nov 2012 - Sep 2014
    Ballari Area, India
    *Functional Consultant/ Business Analyst for the implementation of Broner MES in the Cold Rolling Mill Complex at JSW Steel Limited*Interaction with the clients to gain understanding of the requirements through meetings and discussions*Communicating the requirements to the technical team in the form of Business Requirement Documents and Functional Specification Documents*Managing clients on day to day basis with understanding and eliciting requirement to the technical team*Preparing user manuals and guides for the end users*Coordinating new customer development and enhancements in the product*Functional Testing and results evaluation to ensure the accuracy and quality of deliverables*Providing testing feedback to project teams and monitor adherence to the functional requirements
  • Essar Steel Limited
    Assistant Manager
    Essar Steel Limited Apr 2010 - Nov 2012
    Surat Area, India
    *Worked as SCM operations planning team member (PPC), the KPI's being to achieve customer readiness compliance of 95% and WIP turnover ratio of 6.7*Responsible for production planning, scheduling and optimization of 1.5 MTPA plate mill (one of the widest plate mills in the World, plates upto 5 metres rolled).*Coordination with Melt Planner, Customer Services Department, Logistics Department and Operations for smooth Inbound flow of WIP (slabs) and outbound flow of FG (plates).*Effective scheduling for Hot Rolling, timely release of PDI's and dynamic scheduling changes to handle priorities for the business.*Order tracking from order entry to dispatch, readiness release and compliance tracking for the orders.*Rigorous follow ups with the concerned for expedition of orders as per priority.*WIP control while coordinating with various functions as per priority.*Handling customer complaints and queries with regard to SCM.*Provided inputs to platemill shutdown plan and new product development.*MES front end user, providing time to time feedbacks and inputs to make system more efficient.*Generated production reports and doing analysis to minimize WIP and increase FG production on day to day basis.*Certified Internal Quality Auditor on QMS as per ISO/TS 16949:2009.
  • Thyssenkrupp Electrical Steel India Pvt. Ltd
    Graduate Engineer Trainee
    Thyssenkrupp Electrical Steel India Pvt. Ltd Nov 2009 - Mar 2010
    Nasik Area, India
    *On the job training on mechanical and magnetic testing of various grades of electrical steel.*Studied and analyzed the process parameters involved in pickling, cold rolling and annealing.*Studied and analyzed the various defects arising during various stages involved in the processing of cold rolled electrical steel from hot rolled steel and the methods to control them.*Hands on experience on UTM, Hardness testing equipment.

Anuj Paul, Cfp® Education Details

Frequently Asked Questions about Anuj Paul, Cfp®

What company does Anuj Paul, Cfp® work for?

Anuj Paul, Cfp® works for Myfundbox Financial Services

What is Anuj Paul, Cfp®'s role at the current company?

Anuj Paul, Cfp®'s current role is Founder CEO at MyFundbox Financial Services.

What schools did Anuj Paul, Cfp® attend?

Anuj Paul, Cfp® attended Visvesvaraya National Institute Of Technology, Niit University, D.a.v. Public School Palampur.

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