Self Employed
Self Employed
Total years of experience :11 years, 7 Months
• Working independently as a licensed professional for mutual funds and guiding clients about other financial instruments as per their needs and requirements
• Portfolio Manager - Primary responsibility is to help clients build, diversify and monitor their portfolio
• Educator - Working towards making clients become more knowledgeable by providing research, advice and guidance regarding financial planning and portfolio management
• Reduced average contract expenses by 20-30 % through aggressive negotiations with vendors and suppliers
• Achieved an accuracy of 98 % on-time shipment rate
• Received regional branch recognition “Rising Star” customer services award twice in a year for providing an excellent customer service
• Pulled daily branch MIS reports to analyze the demographics of walk-in customers
• Continued education on current banking products and other investment services through online tools and tutorials available at Money control and Value research
• Scored in top 10% of employees in successful resolution of issues
• Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently
• Earned management trust by serving as key holder, responsibly taking care of client accounts
• International Business Management • International Financial Management • Merchant Banking & Financial Services • Insurance & Risk Management • Strategic Management & Business Policy • Treasury Management
• Banking foundation • Retail banking • Corporate and international banking • Project • Application software in banking operations