FINANCIAL PLANNER Top-producing financial services representative successful in leveraging knowledge of global events and financial markets, communication skills, and sales experience to grow business relationships with high-profit clients in competitive environments. Conscientious and detailed-oriented professional with a strong work ethic; skilled in handling sensitive information with diplomacy and discretion. Organized and resourceful; known for taking initiative, working with minimal supervision, balancing priorities and accomplishing multiple tasks in deadline-driven environments. Flexible and responsible; skilled in goal-setting, follow-through, and building positive relationships with customers and team members at all organizational levels. Dynamic performer with a collaborative spirit and passion for challenge. CORE COMPETENCIES Financial Research Business Analysis Relationship Building Negotiations Problem Resolution Program Development Market Research & Analysis Cognitive Skills Excellent Math Skills Networking Project Management Customer Relationship Hands-on, client-oriented banking professional who implements creative investment strategies and is dedicated to continuous improvement.Qualified and resourceful financial professional with diverse expertise in private, government and corporate investment.
Advanced Microsoft, Excel, Word, and PowerPoint; Multilingual in English, Gujarati, Hindi.Cash handling
Industrial coverage knowledge
MS Excel expert
Expert in MS Office Suite
banking, closing, Client, clients, customer satisfaction, customer services, customer service, database, English, financial, financial planning, Hindi, leadership, materials, meetings, Excel, 97, PowerPoint, Word, policies, profit, profit and loss, Psychology, quality, reception, sales, Technician
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