Summary

AN ENTHUSIASTIC, DETERMINED AND A HIGHLY MOTIVATED INDIVIDUAL WHO BUILDS FANTASTIC RELATIONSHIPS WITH CLIENTS/COLLEAGUES, UNDER CHALLENGING AND PRESSURED CONDITIONS. BEING FOCUSED AND PROFESSIONAL IN PROVIDING ADVICE AND GUIDANCE, I ASPIRE TO DEVELOP MYSELF INTO A LEADING WEALTH PROFESSIONAL AND FINANCIAL ADVISOR, BY WORKING TO EXCEED MY PERSONAL AND PROFESSIONAL TARGETS.

Work History

Work History
Aug 2011 - Apr 2013

Relationship Manager

RR Investors Retail Services Pvt. Ltd.

  • Create and support client retention strategies for existing customer base and for new customers.
  • Strengthened working relationships with clients, utilizing excellent communication techniques.
  • Customer care skills – Solutions oriented and results driven attitude.
  • Strive for success and growth.
  • Achievement of Product wise target
  • Proficient in Microsoft Word, Excel, PowerPoint, Microsoft Project and SharePoint.
  • Achieve goals set by management on a monthly basis while maintaining a satisfactory level of quality assurance on all calls.
  • Provide advisory for investments in mutual funds and other investment products (Bonds, Corporate FD, IPO) plus client acquisition
  • Identifying and networking with existing and prospective customers to generate business form them achieving profitability and increasing sales growth
  • Ensure achievement of sales volume targets without compromising on profitability targets.
  • To meet the Sales target in terms of income generated across all advisory Products as also Product support for TPP.

Certifications

Certifications
Aug 2015 - Nov 2015

CISI - International Certificate in Wealth & Investment Management

Chartered Institute for Securities & Investment

Study about the Financial Service Industry, Industry Regulations, Asset Classes, Fiduciary Relationships, Investment analysis, Investment Planning, Lifetime Financial Provision

May 2014 - Apr 2015

Certified Islamic Finance Executive

Ethica Institute of Islamic Finance

Study about Islamic Banking Industry, Various Islamic Banking Products & Structures

Education

Education
Jul 2009 - Jun 2011

PGDM 

NIMT Institute of Technology & Management

Finance & Marketing

2005 - 2008

B. Com. 

Bikaner University

Commerce

Skills

Skills

Team Player

Relationship Management

Analytical Ability

Customer Relation

Goal Oriented

Excellent Communicator

Personal Information:

Father Name: Rahmat Ali

Marital Status: Single

Date of Birth: 24/08/1987

Nationality: Indian

Passport No. - M6295567

Mobile No. : +91 7792842234 (India)

Visa Status: Visit Visa (30 Days, Expire on Nov.2)