Devendra Negi, Cfp Email and Phone Number
Devendra Negi, Cfp work email
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Devendra Negi, Cfp personal email
I have experience of financial planning, banking(US-Mortgage), Mutual Funds, Teaching in BVOC(Accounting & Finance)
Bfsi Courses Academy
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FounderBfsi Courses Academy Apr 2024 - PresentDehradun, Uttarakhand, India -
Assistant ProfessorGraphic Era Hill University Mar 2022 - Mar 2024Dehradun, Uttarakhand, India -
Visiting Faculty B.Voc (Accounting & Finance)Graphic Era Hill University Sep 2021 - Mar 2022Dehradun, Uttarakhand, India -
Financial Planning ExecutiveThe Financial Doctor May 2017 - May 2018Dehradun, Uttarakhand, IndiaKey deliverables:* Help clients to invest in mutual funds products to create wealth long term. * Securing clients by Health insurance & Term Insurance.* Assist every type of investors irrespective of their age.* Develop a retirement plan for those who are not covered with any retirement benefits.* Up to date with recent changes in financial markets to provide best investment strategy for clients.* Helping Direct equity clients to buy and sell securities. -
Senior Team MemberBank Of America Oct 2010 - Mar 2017Gurgaon, IndiaKey Deliverables :* Prepare subordination agreement, Approve Manufactured housing review for home loans fulfillment department.* Oversee and monitor first lien current status through different channels like Credit Bureau Report, Current 1st Lien servicing company or IVR* Review of Foreclosure and Bankruptcy activities through Real Quest and Aacer applications respectively * Proactively attend and resolve client’s queries without any delay* Evaluate and seek advice from… Show more Key Deliverables :* Prepare subordination agreement, Approve Manufactured housing review for home loans fulfillment department.* Oversee and monitor first lien current status through different channels like Credit Bureau Report, Current 1st Lien servicing company or IVR* Review of Foreclosure and Bankruptcy activities through Real Quest and Aacer applications respectively * Proactively attend and resolve client’s queries without any delay* Evaluate and seek advice from Attorney regarding foreclosure or cancellation of accounts* Efficiently performed Quality Analyst role for auditing the accounts * Prepare and present daily snapshots, daily quality reports, fortnightly and monthly quality dashboards* Lead weekly Quality Huddles and review quality results with the team* Proficiently lodge NPA Cases and follow up for the same* Accountable for preparing presentations for all review meetings Show less
Devendra Negi, Cfp Skills
Frequently Asked Questions about Devendra Negi, Cfp
What company does Devendra Negi, Cfp work for?
Devendra Negi, Cfp works for Bfsi Courses Academy
What is Devendra Negi, Cfp's role at the current company?
Devendra Negi, Cfp's current role is Founder, Corporate Finance Trainer, NSE Academy empanelled trainer, Educator, Certified Financial Planner(CFP), BFSI Trainer, NISM Certification & CFP Trainer..
What is Devendra Negi, Cfp's email address?
Devendra Negi, Cfp's email address is de****@****o.co.in
What skills is Devendra Negi, Cfp known for?
Devendra Negi, Cfp has skills like Banking, Loans, Call Centers, Customer Service, Process Improvement.
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