Dedicated financial adviser with a special gift of foreseeing the market trends and suggesting profitable investments. I have always had an innate ability to deduce profitable investment and have always kept my clients' interests before mine. This has made me earn several regular clients who take my advise seriously. I wish to be able to make better decisions for my clients and yield them bigger profits and security for their future.
BS Finance (September 1994 to May 1998)
High School (August 1992 to June 1994)
Financial Advisor June 2014 to Present 12 years & 1 month
I specialize in retirement plans and health insurance which are targeted for the senior citizens.
I am responsible for selling a targeted number of insurance policies while ensuring that all clients are attended properly and not sold any policy that does not suit them.
Financial Advisor February 2011 to May 2014 3 years & 4 months
It was my duty to give presentations and make home calls to clients and give them a detailed introduction to the company products.
I handled a lot of retirement and investment plans for older clients.
Financial Advisor April 2005 to January 2011 5 years & 10 months
Apart from that I also evaluated various investment plans and presented the options to our customers.
I handled several consumer accounts but my main job was to offer insurance progrms of the bank and ensure that a certain number of clients bought the insurance plans.
Financial Advisor January 1999 to March 2005 6 years & 3 months
I also gave presentations for investments to clients. I was a good presenter therefore it was a beneficial set-up and I sold several plans.
- Customer Relations
- Communication with Customer
- Equity Investments
- Financial Market Prospects
- Answering Queries
- Business Plans
- Management of Plans
- Designing Investment
- Follow-Up
- Data Analysis
- Market Knowledge
- Retirement Plans
