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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 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

20152015

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

20142015

Certified Islamic Finance Executive (CIFE)

Ethica Institute of Islamic Finance

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

Education

20092011

PGDM

NIMT Institute of Technology & Management

Specialization in Finance & Marketing

20052008

B. Com.

Bikaner University

Commerce

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