financial Planning Head
Strategic Global Partners, LLC
Total years of experience :5 years, 6 Months
Regularly liaising with Financial Advisors in United States to know and address their changing needs. I communicate with the clients through e-mails, video conferencing and voice for the presentation of SGP services, to understand assigned tasks and explain the delivered tasks. Work Allocation of the work received based on skill set of team members. Direct and guide team during implementation and till results achieved. Manage resources (manpower, software requirements, and other resources) to their optimum use and deploys required resources in case of scarcity Ensures all process manuals are documented and tested. They are developed to comply with ISO standards. Continuous up gradation of work procedures to save time and in turn lean down resources linked cost
i HAVE DONE MY BACHELOR DEGREE IN COMPUTER aPPLICATION FROM GUJARAT UNIVERSITY INDIA FROM 2000 TO 2003 I HAVE COMPLETED MY GRADUATION AFTER THAT I HAVE DONE MASTERS IN BUSINESS MANAGEMENT IN 2005 TO 2007 AND THAN 2010: Certified Financial Planner – FPSB BOARD 2014: Data Analytics – IIM BANGALORE
