Financial Services Consultant
AIA
Total des années d'expérience :3 years, 9 Mois
Financial Services Consultant (September 2013 - May 2014)
AIA, Singapore.
❖ Assessed clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.
❖ Obtained clients' commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.
❖ Monitored clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.
Analyst (April 2009 - December 2011)
Utkal Paper Industries, India.
❖ Responsible for account acquisition of major clientele such as Hindustan Coca Cola, Pepsi Co., Jindal Steel Ltd., Bhusan Steel Ltd., Indian Railways, Skol Breweries India, Cargill India.
❖ Established direct contacts with manufacturing units thus eliminating the middleman system and subsequently reducing the material cost by 5%
❖ Directed financial planning and analysis, accounting, tax, treasury, excise and administrative functions.
❖ Lead a 5-member team responsible for garnering Government and Private tenders for Industrial Chemicals and Minerals worth 10 million beating 10 regional and 08 national level bidders.
Intern (May 2008 - July 2008)
Basanti Enterprises, (C&f Agent - Intas Pharmaceuticals Ltd.) India.
❖ Worked with the finance department to help them in Budgeting and reconciliation of financial statements.
❖ Instituted papers for loan application and assisted managers in risk analyses related with loan approval.
❖ Manifested audit findings, investment opportunities at quarterly Finance Committee meetings.