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 Capital 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.
  • Proficient in Microsoft Word, Excel, PowerPoint, Microsoft Project and SharePoint.Achievement of product-wise targets.
  • 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
2015 - 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

2014 - 2015

Certified Islamic Finance Executive (CIFE)

Ethica Institute of Islamic Finance

Study about Islamic Banking Industry, Various Islamic Banking products & their structures

Education

Education
2009 - 2011

PGDM

NIMT Institute of Technology & Management

Specialization in Finance & Marketing

2005 - 2008

B. Com.

Bikaner University

Commerce

Skills

Skills

Excellent Communicator

Relationship Management

Analytical Ability

Customer Relation

Goal Oriented

Personal Information

Father Name: Rahmat Ali

Marital Status: Single

Date of Birth: Aug. 24, 1987

Nationality: Indian

Passport No. : M6295567