Uma Kalyanam

Uma Kalyanam Email and Phone Number

Investment Consultant | Financial Advisor | Equity Investment Specialist | Retirement Planning | Wealth Management | Product Specialist - Investments | Motivational Speaker | Hon. Correspondent @ Chinmaya Mission
cranbury, new jersey, united states
Uma Kalyanam's Location
Greater Chennai Area, India
About Uma Kalyanam

I am Uma Kalyanam, a fiduciary Investment Consultant and a committed Financial Planner for 750+ fast paced individuals & family. I assist busy Professionals and Families align their money with their life so that they are stress free during crucial and much needed times in the later stages of their life.So why choose me?I am approachable to help you live a life to the fullest and;IMPROVISE your financial life - allowing you to make matured decisionsLESSEN financial stress - letting you enjoy your earnings and not worry much about itSAFEGUARD what is important - to you & your immediate familyESTABLISH a defined plan for your money - allowing you to focus on your wishes and dreamsREACH your goals - through personalised & comprehensive adviceMy 2 main motto;1. “Let you first expense be a SAVING”2. “Growing with my INVESTORS”To talk to me about the wide range of Investment Products that I deal with, I recommend you to have a "no obligation call".I am quickly reachable on +91-99401 34875 alternatively you can reach me on UmaKalyanInsure@gmail.comIf I did not pick your call, please understand that I am financially advising one of my Clients like how you expect me to serve you. Please drop me a message and consider an hour's time to call you back.

Uma Kalyanam's Current Company Details
Chinmaya Mission

Chinmaya Mission

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Investment Consultant | Financial Advisor | Equity Investment Specialist | Retirement Planning | Wealth Management | Product Specialist - Investments | Motivational Speaker | Hon. Correspondent
cranbury, new jersey, united states
Employees:
28
Uma Kalyanam Work Experience Details
  • Sricity Chinmaya Vidyalaya
    Correspondent
    Sricity Chinmaya Vidyalaya Jun 2015 - Present
    Tada, Andhra Pradesh, India
    1. Collaborate with teachers, Parents and students to provide the best education for each student and assist them in their academic and professional goals2. Facilitate parental involvement in support of school and extracurricular activities3. Give presentations to the community, parents and other external stakeholders on school culture, academics and safety4. Encourage a variety of strategies and materials that match the philosophy of the school and be consistent with research on learning5. Designing creative new programs and restructuring old ones6. Oversaw administrative functions such as schedule management and protocols for orientation, registration and related activities7. Facilitated continued education for teaching staff through implementation of quality curriculum training and appropriation of necessary resources
  • Chinmaya Academy Of Management
    Executive Committee
    Chinmaya Academy Of Management Jan 2014 - Present
    Chennai, Tamil Nadu, India
  • Chinmaya Mission
    Executive Committee
    Chinmaya Mission Jun 2005 - Present
    Chennai, Tamil Nadu, India
  • Freelance
    Investment Consultant
    Freelance Jun 1997 - Present
    Chennai, Tamil Nadu, India
    1. An Investment Champion achieving minimum ₹ 1 crore turnover yearly and Portfolio Leader in educating clients, highlight values about range of Financial Products like Post office of India, medical & non medical Insurance, Mutual funds, Primary market and Capital Gain bonds2. Advise clients & provided professional recommendations on investment opportunities, products and services based on individual needs3. Approach potential clients through digital marketing4. In-depth knowledge of different asset class such as equity, fixed income & gold5. Organised and knowledgeable in educating investors, evaluate risk capacity, analyse investment options, diversify investor portfolio6. Strategise and carve out a holistic view of investors finances7. Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling8. Quoted and calculated premium rates for policies using Wealth Magic Application9. Developed marketing strategies to promote new insurance contracts or suggest additions and changes to existing policies10. Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments11. Tracked insurance claims to help policy-holders settle claims, there by increasing customer satisfaction by 85% every year12. Up-sold additional products and services after identifying customer needs and requirementsIdentified insurance coverage limitations with thorough examinations of claims documentation and related records13. Excellent customer service skills with strong phone sales ability14. Strong IT skills with good knowledge of Microsoft Office, and the ability to influence behaviours15. Ability to respond quickly to changing environments16. Strong oral and written English communication skills and ability to liaise with internal and external constituencies17. Superior client service proficiency including excellent verbal, written, and listening skills

Uma Kalyanam Education Details

Frequently Asked Questions about Uma Kalyanam

What company does Uma Kalyanam work for?

Uma Kalyanam works for Chinmaya Mission

What is Uma Kalyanam's role at the current company?

Uma Kalyanam's current role is Investment Consultant | Financial Advisor | Equity Investment Specialist | Retirement Planning | Wealth Management | Product Specialist - Investments | Motivational Speaker | Hon. Correspondent.

What schools did Uma Kalyanam attend?

Uma Kalyanam attended University Of Madras, Avinashilingam University For Women.

Who are Uma Kalyanam's colleagues?

Uma Kalyanam's colleagues are Saneesh A, Bharathi Shanker, Tom Jose, Priyanka Negi, Smaran Chetanya, Padmaja Jasti, Swami Swaroopananda.

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