Harbinder Singh Mehra CFPCM

Current

CIO at PensionIndia.com & Sr. Faculty at at RNIS College of Financial Planning

Past

Manager - Branch at Fortune Financial Services ( I ) Ltd
CIO at CARCOM
Manager - Marketing & Sales at Carcom Credits

CEO at CARCOM
CIO at M & N Publications Ltd
CIO at KV No.2 Delhi cantt
CIO at Jindal leasefin ltd
CIO at KV No.2 Delhi cantt

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Education

Kurukshetra University
Kendriya Vidyalaya
Kendriya Vidyalaya

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Recommended

1 person has recommended Harbinder Singh

Connections

16 connections

Industry

Financial Services

Websites

Harbinder Singh Mehra CFPCM’s Summary

- A result oriented professional with over 13 years of experience in Sales & Marketing, Education & training, Business Development, Relationship Management and People Management in financial services & insurance sector.
- Currently serving as CIO in PensionIndia.com & Sr. Faculty RNIS College of Financial Planning.

Previous Assingments includes :

Branch Manager in Fortune Financial Services ( I ) LTD.
- Proficient in Branch development & management.Assigning sales targets, providing necessary assistance and ensuring achievement of the organizational revenue targets in budgeted parameters.
- Proven track record of increasing revenues, streamlining work flow and creating a team work environment to enhance productivity of investment and insurance advisory functions that include deal origination to deal closure.
- Significant experience in overseeing operations for driving business by effective relationship management and delivery of value added service.
- Demonstrated skills in team management coupled with excellent organizational ability.

Goal : Seeking to earn my place in investment advisory & financial services education by serving my clients & students with innovation and integrity.

Harbinder Singh Mehra CFPCM’s Specialties:

Strategic Management
- Managing complete business operations of financial products.
- Business Development/ Marketing
- Conceptualizing & effectuating innovative business development plans for the purpose of achieving redesigned revenue plans.
Channel Management
- Identifying and networking with financially strong and reliable dealers/channel partners
- Team Management
- Educating & Training team members to develop requisite skills; conducting trainings on products

Harbinder Singh Mehra CFPCM’s Experience

CIO at PensionIndia.com & Sr. Faculty at

RNIS College of Financial Planning

(Financial Services industry)

May 2008 — Present (1 year 3 months)

I am a practicing CFP & Visiting Faculty at RNIS & NJ Gurukul.
My interest includes long term Investments options and Financial services education delivery using latest IT.
Nearly 14 years in the investment business has given me depth of knowledge in the practice of personal financial planning and the field of investment management. As a praticing CFP I have developed the capacity for translating complex financial ideas into clear, understandable advice.

Integrity, interpersonal skills and the achievement of results have gained for me the respect of professionals and associates with whom I have worked. It is a privilege to serve an elite group of high-performance advisors with whom I have developed lasting, quality relationships.

My present assingment as CIO involves developing wealth management solutions including suitable asset allocation development, portfolio construction, security selection & customized Financial Planning advice.
Manager - Branch

Fortune Financial Services ( I ) Ltd

(Financial Services industry)

December 2007 — June 2008 (7 months)

- Spearheading equity & third party products sales requirement all branch network including Sub - brokers, ensuring achievement of sales target across all products and retaining the clients through proper financial planning process
- Responsible for direct sales reporting all branches in company in Delhi & NCR
- Managing the marketing, sales & promotion needs in third party products across Delhi
- Coordinating & liaising with principals like AMC’s, BRLM’s & Insurance companies.
- Ensuring compliance norms like KYC of regulators & self-regulatory organizations while conducting business
CIO

CARCOM

(Financial Services industry)

1993 — 2006 (13 years)
Manager - Marketing & Sales

Carcom Credits

(Privately Held; 11-50 employees; Banking industry)

January 1997 — April 2006 (9 years 4 months)

Strategic Management
- Managing complete business operations of financial products inclusive of total turnaround with accountability for profitability

Business Development/ Marketing
- Conceptualizing & effectuating innovative business development plans for the purpose of achieving redesigned revenue plans.
- Evolving market segmentation & penetration strategies to achieve targets.

Key Account Management/ Relationship Management
- Identifying key/institutional accounts, banks & corporate & strategically securing profitable business.
- Relationship building with various HNI and corporate clients for the sale of various banking products

Channel Management
- Identifying and networking with financially strong and reliable dealers/channel partners, resulting in deeper market penetration

Team Management
- Training team members to develop requisite skills; conducting trainings on products, selling skills, lead prospecting, and closing skills.
CEO

CARCOM

(Financial Services industry)

1993 — 2003 (10 years)
CIO

M & N Publications Ltd

(Financial Services industry)

1993 — 2000 (7 years)
CIO

KV No.2 Delhi cantt

(Financial Services industry)

1988 — 1990 (2 years)
CIO

Jindal leasefin ltd

(Financial Services industry)

1988 — 1990 (2 years)
CIO

KV No.2 Delhi cantt

(Financial Services industry)

1988 — 1990 (2 years)

Harbinder Singh Mehra CFPCM’s Education

Kurukshetra University

B COM , Commerce , 1992 — 1997

Activities and Societies:

Squash Club
Kendriya Vidyalaya

Physics,Chemistry,Maths 1988 — 1990
Kendriya Vidyalaya

1987 — 1990