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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 experience

Aug 2011Apr 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

Aug 2015Nov 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 2014Apr 2015

Certified Islamic Finance Executive

Ethica Institute of Islamic Finance

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

Education

Jul 2009Jun 2011

PGDM 

NIMT Institute of Technology & Management

Finance & Marketing

20052008

B. Com. 

Bikaner University

Commerce

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)