Narendra J Dixit is doing Business as Excellence Financial. Narendra has goal to advise his clients, their families and their businesses in addressing their long term financial achievements. With more than 20 years’ experience in Banking and 25 years of experience in Insurance and Investment industry, Narendra has a business philosophy of providing his clients the same insurance and investment advice that he would provide to his family.
Narendra, after working for 20 years at State Bank of India, the largest Bank in India, in various capacities like Accountant, Field Loan Office, and Branch Manager, joined AXA Equitable in 1995 and worked there successfully as Financial Professional until December 31 st 2019. While working there he received following Honors and Awards.
Recipient of National Sales Achievement Award
Rookie Associate of the Year AXA Advisors 1996
Developing Sales Force (DSF) Champion, AXA Advisors 1999
AXA Advisors Centurion, 1999
National Leaders Corps, AXA Advisor, Awarded in the years 1998, 1999 and 2000
Qualified for MDRT (Million Dollar Round Table) from year 1998 to 2003
Narendra earned his Bachelors of Science from Wilson College, Mumbai. Thereafter he studied business Management from Rajendra Prasad Institute of Mass Communication, Bhavan’s College. He is well known in Hindu Society of Charlotte and neighboring cities. He and his wife, Raksha, have one son, Kunal and Daughter-in-law Akshaya.
HEALTH INSURANCE PLANNING
Planning for your future!
Helping grow, protect, manage, and transfer your wealth