CAREER · CAREER JOURNEY
Career Timeline
A professional journey spanning more than three decades — from banking in Nepal to financial services, entrepreneurship, education, leadership development, and community impact in the United States.
Education Nepal Grindlays Bank Nepal Credit & Commerce Bank Financial Services in the United States
THE JOURNEY
Three Decades, Step by Step
i.
Education
1991
1991
Bachelor of Science (B.Sc.)
Completed Bachelor of Science from Tribhuvan University — marking the beginning of a lifelong journey of professional growth, continuous learning, and leadership.
Master of Business Administration (MBA)
Earned an MBA from Public Youth Campus, Tribhuvan University in 1995 — building the management and finance foundation for a career in banking and business.
ii.
Nepal Grindlays Bank
1991 – 1997
1991–1993
Assistant, Treasury
Began my professional banking career in Treasury, building a strong foundation in banking, finance, discipline, and financial operations.
1993
Senior Assistant, Treasury
Advanced within Treasury with greater responsibilities and exposure to financial operations.
1993–1994
Supervisor, Remittance
Moved into Remittance supervision, expanding my experience in banking operations, transactions, customer service, and team responsibility.
1996–1997
Officer In-Charge, General Administration
Led General Administration at Kantipath, developing broader experience in operations, administration, coordination, and leadership.
iii.
Nepal Credit & Commerce Bank
1997 – 2010
1997–2000
Assistant Manager
Joined NCC Bank as Assistant Manager at Kathmandu Main Branch, beginning a new chapter of banking management and leadership.
SEPTEMBER 2000–NOVEMBER 2001
Branch Manager — Banepa
Entrusted with establishing and leading the Banepa Branch, gaining valuable experience in branch development, business growth, operations, and team leadership.
NOVEMBER 2001–AUGUST 2004
Branch Manager — New Road
Led the New Road Branch, managing banking operations, client relationships, business development, and team performance.
AUGUST 23, 2004–APRIL 2007
In-Charge, Credit Control Department — Corporate Office
Moved to NCC Bank’s Corporate Office to oversee Credit Control, strengthening my expertise in credit management, risk monitoring, and corporate banking operations.
APRIL 2007–APRIL 2009
Manager — New Road Branch
Returned to New Road in a senior management capacity, continuing to lead branch operations, client relationships, business development, and team performance.
APRIL 2009–2010
Manager — Kathmandu Main Branch
Served in senior leadership at Kathmandu Main Branch, completing nearly two decades of professional banking experience in Nepal.
iv.
Financial Services in the United States
2011 – PRESENT
JANUARY 2011
A New Professional Chapter in the United States
Began a new journey in the U.S. financial services industry, transitioning from traditional banking into insurance, financial protection, investment, and retirement planning.
MARCH 2011–AUGUST 2013
Mutual of Omaha Representative
Worked with Mutual of Omaha, helping individuals and families with insurance and financial protection while establishing my career in the U.S. financial services industry.
JANUARY 2013–PRESENT
Independent Health Insurance Broker
Began helping individuals and families understand health insurance, Marketplace coverage, financial assistance, and changing healthcare regulations.
AUGUST 2013–PRESENT
Premier Financial Alliance
Joined Premier Financial Alliance and began building an entrepreneurial financial-services organization through financial education, field training, mentorship, and leadership development.
Progressed to Qualified Field Director, helping develop agents, entrepreneurs, and future leaders.
2015–PRESENT
Founder & President — Sagun Financials
Founded Sagun Financials to help individuals, families, seniors, and businesses make informed decisions involving health insurance, Medicare, life insurance, retirement strategies, annuities, and employee benefits.
Today, the organization serves approximately 1,500 clients, combining financial education with personalized professional service.
ACHIEVEMENTS
Career Milestones
Qualified Field Director
Achieved Qualified Field Director leadership status with Premier Financial Alliance while helping others advance through mentorship and team development.
Million Dollar Ring — Two Diamonds
Earned Premier Financial Alliance’s Million Dollar Ring recognition with two diamonds.
MDRT — Court of the Table
Achieved professional recognition associated with the Million Dollar Round Table’s Court of the Table level.
Leadership Development
Helped approximately 10 team members achieve Qualified Field Director and contributed to developing multiple successful leaders and business builders.
13+ Years of Training & Mentorship
Consistently invested in the Dream Team office training environment, helping new and experienced professionals develop their skills, confidence, and leadership.
Thousands of Trainings & Seminars
Conducted and participated in thousands of training sessions, seminars, presentations, role-playing programs, financial-education events, and leadership meetings.
Multiple Company Trips
Earned multiple company-sponsored trips through professional achievement and production.
LOOKING FORWARD
From Success to Significance
My career began in banking, but the journey has grown far beyond banking.
Each chapter — banker, branch manager, financial professional, entrepreneur, educator, mentor, and leader — has taught me something that I can now pass on to others.
The next chapter is not simply about achieving more for myself. It is about developing more leaders, educating more families, creating opportunities, serving the community, and helping others build their own success.
“Success is what you achieve. Significance is what you help others achieve.”
— MANOJ TULADHAR
YOUR TURN
Start Your Own Journey
Interested in becoming a licensed financial professional? I’d be glad to show you the path.
