Aditya Kumar Pandey

With 2 years of experience as a Financial Advisor, I have honed my skills in Ownership, Leadership, Collaboration, and Analytical Skills. I am adept at creating comprehensive financial plans for clients, leading teams to success, working collaboratively with colleagues, and analyzing data to make informed decisions. My expertise in these areas allows me to provide valuable insights and guidance to clients to help them achieve their financial goals.

Key Skills

Ownership
Leadership
Collaboration
Analytical Skills

Professional Experience

Apr 2022
Present
Financial Advisor
B. S. Fintech Pvt. Ltd. Gorakhpur, IN
BS Fintech Pvt Ltd is a leading financial technology company providing innovative solutions and services in the fintech industry.
  • Developed and maintained strong relationships with client by providing personalized financial advice and recommendations based on their individual goals and risk tolerance.
  • Utilized excellent communication skills to clearly explain complex financial concepts to clients in a way that was easy to understand and resonate with.
  • Conducted detailed financial analysis and market research to identify investment opportunities and develop strategies to help clients achieve their financial objectives.
  • Prepared comprehensive financial plans for clients, including retirement planning, tax planning, and insurance analysis, to help them achieve long-term financial security.
  • Acted as a trusted advisor to clients, providing ongoing support and guidance to help them navigate challenging financial situations and make informed decisions about their investments.

Education

May 2020
Sep 2022
ITI in Electrician in Radha Raman Pvt. ITI, Deoria, UP
NCVET
Jun 2017
Jul 2020
Bachelor Degree From Allahabad University in PT. Gopinath Mishra P G College, Prayagraj
Allahabad University

Achievements

2024
Millenia Award
  • This is a milestone award for earning more than 1 million in a financial year.
  • This award recognized as a most respected advisor.

Quote

Never feel sad about losing anything.

Dr. A. P. J. Abdul Kalam

Hobbies & Interests

  • Cricket
  • Travelling
  • Share Market Analysis

Languages

Hindi
(Native)
English
(Fluent)
Bhojpuri
(Native)

Career Aspiration

In the next 3 years, I aspire to take ownership of my team's success, lead with confidence and empathy, foster collaboration within the team, and enhance my analytical skills to drive productivity and innovation. My expertise and collaboration lead to be a good leader.

Get in touch with Aditya Kumar