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Relationship Manager, Branch Manager, Business Banker, Sr. Personal Banker, Financial Specialist, Trainee with 15 years experience looking for a Direct Contributor position.
Relationship Manager, Branch Manager, Business Banker, Sr. Personal Banker, Financial Specialist, Trainee with 15 years experience looking for a Direct Contributor position.
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Relationship Manager, Branch Manager, Business Banker, Sr. Personal Banker, Financial Specialist, Trainee with 15 years experience looking for a Direct Contributor position.
Авторское право:
Attribution Non-Commercial (BY-NC)
Доступные форматы
Скачайте в формате TXT, PDF, TXT или читайте онлайн в Scribd
H: 201-767-0041, C: 201-543-1737, Email: vkfa935a@westpost.net OBJECTIVE A challenging position in Personal Wealth Management that leverages m y extensive experience in the Financial Services Industry to drive results in ke y business priorities EXPERIENCE May 05 - Jan 10 WACHOVIA BANK, Paramus, New Jersey Financial Specialist/Assistant Vice President a Exceeded business target by 400% for 2009 through team work and was ranked No .1 in Bergen County and No.2 in the entire North Eastern region. Mentored new hi res a In 2009, achieved $2 Million Investment Sales in 3 months in new business dur ing the market turmoil by being pro-active, focused and consultative with high n et worth clients in providing research, to create personalized financial strateg y a Responsible for new client acquisition and retention through relationship man agement with specific expertise in understanding client needs, setting goals and recommending a comprehensive suite of solutions while leveraging partners as resources a Nine years of experience in Financial Services Industry, with specific expert ise in cross selling of Bankas products and services and achieved a healthy clos ing ratio a Leveraged Centers Of Influence like CPAas and Attorneyas to generate lead and drive business to improve the departmentas profitability a Knowledge of trusts, estate, banking, loans, deposits, investments, Iraas Sep 01 - May 05 BANK OF AMERICA, Westwood, New Jersey Financial Services Planner / Premier Client Manager a Exceeded 150% of Sales goals and was a top performer by asking for referrals and provide ultimate client experience a Directed the new business development team to implement strategy and provide holistic advice relating to Annuity and Mutual Fund sales and 1035 exchanges as suitable a Highly organized with ability to multi-task and function cohesively with team Mar 98 - Aug 01 HILTON, Woodcliff Lake, New Jersey Manager/Auditor a Commended by the White House for excellent customer service a Audit of rates for the hotel, balance and transmit credit card activity a Managed a diverse team of about 15 associates Sept 89 - Jan 97 MITSUBISHI CORPORATION, Madras, India Manager a" General Merchandise/Administration a Primarily responsible for achieving goals of the Southern region in importing and exporting various products like granite, fabrics, auto/TV components etc. a Won a World Bank bid, a project by Siemens for conveyor belting manufactured by German manufacturer Bando worth $5 Million against twelve competitors a Lead a diverse team of ten people in the department and was responsible for h iring, coaching and making it to be a profit center in itself a Experienced in commercial and technical negotiations of multiple products EDUCATION Apr 02 - May 03 Life Insurance, FINRA Series 6, and FINRA 63 License Jun 87 - Apr 89 M.A. in Public Administration, University Of Madras, Indi a Jun 85 - Apr 87 MBA in General Business, University of Missouri, USA Jun 81 - Apr 84 B.A. in Economics, with Statistics and Commerce, Universi ty Of Madras, India