Investment Manager resume example with 2+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
Professional Summary
An experienced Investment Professional with over 6 years of progressive experience in the Banking Investment industry. Key areas of expertise includes: Client-focused relationship management, dedicated to exceeding client expectations, maintaining strong, fruitful working relationships with customers to gain their trust and respect. A proven track record in linking corporate vision to the delivery of desired results through people empowerment and the effective use of resources, processes and technologies. Demonstrated ability to plan, develop and manage investment portfolios with a keen focus on maximizing gains. A strong motivator and team player with effective leadership, communication, decision making, problem solving and interpersonal skills, along with a corporate targets and a results-driven attitude.
Core Qualifications
  • Guest services
  • Inventory control procedures
  • Merchandising expertise
  • Loss prevention
  • Cash register operations
  • Product promotions
12/2012 to Investment Manager Avangrid | Portland, , India
  • Primary accountability is to collaborate with each client and apply financial counseling principles to actively and effectively asses their life stage needs and provide proactive financial solutions.
  • Leading Premier activities to ensure opportunities are identified and client needs are met effectively, maximizing all available resources.
  • Facilitate in providing complete financial service primarily to high net worth individuals, trusts and endowments Prepare customized performance reports for client meetings Maximizing growth in their portfolio and achieving the revenue.
  • Compliance with the relevant company standards and the Regulatory organization.
  • Relationship Management as well as fact finding for a Portfolio of customers Selected Accomplishments Generated revenue of $3.6 million per year for the company.
  • Introduced High Net worth clients to organization, resulting in $3.0 million in revenue.
  • Introduced more than 200 new retail clients to organization.
12/2011 to 12/2012 Investment Manager Avangrid | Binghamton, , India
  • Plan, organize, direct, control and evaluate the operations of a department that provides insurance and investment services.
  • Managed the financial relationships of 250 families' local clientele of the bank.
  • Sell of investment products like Mutual Fund, life insurance, Fixed Deposit and General Insurance according to customer's need.
  • Continues.
  • Page 2 of 2 Demonstrated a strict practice of operational compliance that meets and exceeds the requirements of industry regulators which satisfies both internal and global policies.
  • Provide solutions to meet diverse financial needs of established and new customers by offering banking products including Daily Banking Accounts, Registered Retirement and Education Savings Plans, Mutual Funds Investments, Credit Cards, Real Estate Secured Lending, Personal Lending and Creditor Insurance.
  • Developed strong partnerships and collaborations across banking channels and active participation.
  • Demonstrated success through strong local community support and assistance from local branch networks.
  • Perform the need analysis of customer's financial position and accordingly suggest investment plan.
  • Exemplified leadership by sharing best practices and showing that hard work can translate into results Roughly $0.2 million of business revenue generated a month from sales and services provided.
10/2010 to 12/2011 Mutual Funds Manager Accord Financial Service Pvt. Ltd | City, , India
  • Developed and documented needs based sales strategies for all clients and prospects in order to create or increase revenue, client profitability and client loyalty.
  • Performed financial reviews with clients and recommended and implemented appropriate Mutual Funds solutions in order to help reach their financial goals through appropriate Asset Allocation.
  • Acted as Investment Specialist, providing asset allocation and investment advice in local stock markets.
  • Maintained and grew the customer portfolio by identifying and promoting personal banking solutions with a continuous focus on customer service and new business development.
  • Identified, established and maintained strong relationships with clients and colleagues.
  • Taken lead on a number of branch initiatives and served as team leader on several campaigns.
  • Served as referral point to service team and performed weekly one on one coaching to better spot potential opportunities.
  • Served as a first level of complaints for our clients.
  • Seek additional sales opportunity with existing and new clients thought continuous conversation about their personal financial needs.
  • Refer both existing and potential clients to the branch to further strengthen client-bank relationship.
  • Expand business relationship with clients through cross-selling suitable banking products and services.
  • Accurately capture and validate clients' personal and financial information, ensuring all applications are in compliance with established guidelines, follow up with clients and update application status in a timely manner.
Expected in 2010 B.Com. Degree | Accounting, Management and Statistics , , GPA:
Accounting, Management and Statistics
Professional Affiliations
Premier, banking, coaching, counseling, Credit, Creditor, clientele, client, clients, customer service, financial, focus, Funds, Insurance, Investments, leadership, team leader, meetings, networks, new business development, policies, Real Estate, Relationship Management, retail, selling, sales

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Job Titles Held:

  • Investment Manager
  • Investment Manager
  • Mutual Funds Manager


  • B.Com. Degree

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