Ninad K Patil has about 8+ years' experience in Financial Services industry and Banking organization.
Ninad is proficient at Building and Managing teams for running successful operations, customer relationship management & developing service standard for business excellence. Currently recruiting and managing team of Retirement Planners at Principal Retirement Advisors ( part of Principal Financial Group) to develop business and product knowledge for Retirement Planners on Principal systems and policies.
He holds the globally recognized Certified Financial Planner [CFP®] Certification from the Financial Planning Standards Board, Certified Personal Financial Advisor [CPFA] certification conducted by National Institute of Securities Market. A Post Graduate Diploma in Finance Management from Symbiosis Center for Distance learning and Bachelor of Commerce degree from Pune University.