Investment advisor CV sample - CV formats / templates
- RE: Investment advisor CV sample - CV formats / templates -Prateek Bajpai (09/07/12)
Investment advisor CV sample
Contact No. +918568******
Email ID- ****@gmail.com
-A persuasive, customer oriented and highly accomplished and result driven executive with 2 years of successful new business development and competitive market share expansion.
-Experienced in financial planning, investments and management.
-Experienced in assessing client needs and make effective product recommendation.
-Familiar with trust and estate accounts and knowledgeable in legal paperwork and industry regulation.
-Skilled in promoting new policies and procedures.
-Ability to work in group as well as individually.
-Good knowledge of various investment instruments.
-Good knowledge of various factors on investment market
-Excellent communication skills in verbal and written both.
-Strong research and leadership skills.
-Effective time management, planning and organizational skills.
-Well versed in basic use of computer
Key Responsibilities handled
-Arrange and manage portfolios of investors.
-Recommends and performs stock purchases and sales.
-Verify accounts arrangements and all paperwork meet regulatory standards.
-Recommends investment products when appropriate to individual client.
-Determines suitability and risk in regards to current investment products.
-Negotiates with the vendors and catering clients.
-Maintains the report of customer satisfaction.
-Provides training to the new employees.
-Balanced an dynamic work environment working with an average of 80 cases a day.
-Receive "Service Excellence Award" for instrumental role in investment plans.
-Developed a client network from scratch totaling more than a hundred.
-Working as Investment Advisor in GHJ Pvt. Ltd. from Jan 2010- Present.
-MBA in Finance.
-Language Known- Hindi, English, Punjabi, Urdu, French
-Date of Birth- DD/MM/YYYY