Financial advisor CV sample - CV formats / templates
Discussion
- RE: Financial advisor CV sample - CV formats / templates -Ishita kispotta (09/05/12)
Financial advisor CV sample
Mohan Singh
Mobile: +91-95********
singh.mohan***@yahoo.com
Career Summary
-Over 8 years experienced Financial Advisor having considerable success in corporate clients on investments.
-Experience in providing financial services and assisting clients to assess the merits of different plans.
-Expertise and have in depth knowledge of mortgages, loans, investment strategies.
-Very hard working and ability to provide a high-quality, customer-driven and sales-focused service.
-Highly experienced in recruiting, supervising and training of over 200 financial services representatives.
-Experience in managing the sales staff to achieve the sales targets.
-Working experience in SAP.
Personality Traits
-Excellent Communication Skill.
-Good in investment strategies.
-Excellent skills in creating clients relations.
-Professionalism and work ethic.
-Positive attitude and work energy.
Experience
Financial Advisor- XYZ (Company Name)
January 2010-Till Date
-Consultant for tax saving instruments.
-Producing financial reports and forecast.
-Regular review of accounts and ensuring the submission with the company and industry policies as well as monitoring them.
-Analyzing prepared investments for individual clients and corporate clients.
-Explaining investment strategies to the clients.
-Plan and search alternative for reducing the functional cost.
-Identify the client requirement and advise them the appropriate investment plan.
-Recruiting business development mangers.
Financial Analyst – XYZ
March 2006-Jan2010
-Preparing company marketing and promotion strategy.
-Providing administrative support like report preparation and new business processing.
-Visiting the clients according to their convenience, either home or office.
-Providing advice for mortgage products, processing the transaction and solving their issues.
-Research and find the products from the various sources to fulfill the client and company requirements.
Finance Executive-XYZ
June 2004-Dec 2005
-Preparing the presentations, official documents, scheduling and coordinating the meetings with the meetings and appointments.
-Planning and arranging the travel itineraries and tracking the expense claims and preparing their reports.
-Maintain the data management system.
-Arrange the meetings and events
-Interact with clients and coordinate with project based work.
- Review the operational practices and do necessary changes where it requires.
-Monitoring and responding the incoming calls and managing them.
Academics
-Successfully completed Diploma in Financial Services (Financial Planning).
-MBA in Finance from “XYZ”.
-Graduate in Commerce from “XYZ”.
Personal Details
Date of Birth: 19 March. 19**.
Languages known: Hindi and English.
Address: XYZ.
- RE: Financial advisor CV sample - CV formats / templates -Financial advisor CV (08/15/12)
Financial advisor sample CV
Mohan Singh
Mobile: +91-95********
singh.mohan***@yahoo.com
Career Summary
-Over 8 years experienced Financial Advisor having considerable success in corporate clients on investments.
-Experience in providing financial services and assisting clients to assess the merits of different plans.
-Expertise and have in depth knowledge of mortgages, loans, investment strategies.
-Very hard working and ability to provide a high-quality, customer-driven and sales-focused service.
-Highly experienced in recruiting, supervising and training of over 200 financial services representatives.
-Experience in managing the sales staff to achieve the sales targets.
-Working experience in SAP.
Personality Traits
-Excellent Communication Skill.
-Good in investment strategies.
-Excellent skills in creating clients relations.
-Professionalism and work ethic.
-Positive attitude and work energy.
Experience
Financial Advisor- XYZ (Company Name)
January 2010-Till Date
-Consultant for tax saving instruments.
-Producing financial reports and forecast.
-Regular review of accounts and ensuring the submission with the company and industry policies as well as monitoring them.
-Analyzing prepared investments for individual clients and corporate clients.
-Explaining investment strategies to the clients.
-Plan and search alternative for reducing the functional cost.
-Identify the client requirement and advise them the appropriate investment plan.
-Recruiting business development mangers.
Financial Analyst – XYZ
March 2006-Jan2010
-Preparing company marketing and promotion strategy.
-Providing administrative support like report preparation and new business processing.
-Visiting the clients according to their convenience, either home or office.
-Providing advice for mortgage products, processing the transaction and solving their issues.
-Research and find the products from the various sources to fulfill the client and company requirements.
Finance Executive-XYZ
June 2004-Dec 2005
-Preparing the presentations, official documents, scheduling and coordinating the meetings with the meetings and appointments.
-Planning and arranging the travel itineraries and tracking the expense claims and preparing their reports.
-Maintain the data management system.
-Arrange the meetings and events
-Interact with clients and coordinate with project based work.
-Review the operational practices and do necessary changes where it requires.
-Monitoring and responding the incoming calls and managing them.
Academics
-Successfully completed Diploma in Financial Services (Financial Planning).
-MBA in Finance from “XYZ”.
-Graduate in Commerce from “XYZ”.
Personal Details
Date of Birth: 19 March. 19**.
Languages known: Hindi and English.
Address: XYZ.
