Manager Customer Service
Resume:
Mini Jewahar
********@*****.***
Experienced Financial Advisor
Experienced financial advisor with a proven track record of identifying client’s needs and expectations and
translating them into strategic sound solutions that enables the accomplishment of the personal financial
objectives. Planning expertise in the areas of investment, asset allocation, lending, tax, retirement, estate,
risk management and stock options. Significant skills in strengthening and deepening existing client
relationships as well as prospecting new clients resulting in the accomplishment of exceeding
performance goals of the organization.
Experience
QATAR NATIONAL BANK
Wealth Management, Doha, Qatar June 2010- June 2011
Product Manager, Wealth Management
Spearheads a cross functional team to design, develops & deploys new products and services
Identifies emerging trends in the competitive market to design and develop effective strategies.
Performs market analysis and product comparison of the competition on a monthly basis
Assesses each product features and its competitive positioning in the market
Develops and executes Campaigns to achieve business objectives
Monitors and analyze campaign results
Manages profit & loss by means of increasing Sales volume and reducing attrition
Present product line results to Senior management
Develop, formulate and propose the communication of changes in policies, standards and
procedures to all distribution channels
Negotiate optimum pricing for high net worth customers to increase market share and profitability
Promote Strategic alliances with various business units
Train & coach new Product Officers.
MERRILL LYNCH November 2007 – January 2009
Global Wealth Management, Weston, Florida, USA
Financial Advisor
Offers sound financial solutions to high net worth clients
Provides in- depth analysis of client situations and executing prudent
financial solutions through tax efficient investment and insurance
products
Restructures portfolio to align with client’s goals and risk tolerance
Monitors the ongoing progress of client’s financial goals by rebalancing
Investment portfolio periodically
WACHOVIA PRIVATE BANKING GROUP March 2004 – October 2007
Fort Myers, Florida, USA
Private Banking Relationship Manager
Evaluates high net worth client’s financial situation and to provide sound solutions to improve
cash flow, restructuring debt, tax efficient investment solutions, trust services and estate
planning
Manages ongoing credit relationships with high net worth individuals and
corporations/partnerships providing investment, credit, and capital market products and
services.
Assesses client relationships and identifies opportunities to cross sell other bank products
and services. Implements action plans for developing new business and to broaden existing
client relationships.
Proactively seeks business through referrals from existing client relationships and external
networking opportunities. Combines consultative sales approach and financial expertise to
create value-added solutions for clients.
Places highest value on customer relationships by striving toward excellent customer service
and producing customer satisfaction
American Express Financial Advisors, FL Oct 1998 – Feb 2004
Independent Financial Advisor February 2001- February 2004
Offered fee based comprehensive financial planning to high net worth
clients, provided in-depth analysis of client situations and executed sound and prudent
financial solutions through tax efficient investment and insurance products and monitored
the
ongoing progress to ensure the achievement of client’s financial goals.
District Manager, Florida Market group October 2000 - January 2001
Led and mentored a team of new financial advisors and developed them to their full potential.
Training Manager, Florida Market Group March 2000 - September 2000
Financial Advisor, Florida Market Group October 1998 - February 2000
Developed a successful financial planning practice accomplishing 200% of sales goals
Education/Licenses
Chartered Financial Consultant (CHFC)
Certified Financial Planner (CFP Candidate)
Bachelor of Economics, University Of Kerala, India
Licenses:
Series 7 & 66
Life, Health and Variable Annuities
Professional Associations held in Ft Lauderdale, FL
Executive Women’s Association of FT Lauderdale, Finance Chair
Family Central Non Profit Organization, Board Member
Association of Professional & Business Women in Weston, FL
Executive Women’s Golf Association, FT Lauderdale Chapter
Language Skills
Fluent in English & Spanish
Computer Skills
Asset Allocation Software
Financial Planning Software
Cognos
Oracle
Microsoft Office:
Excel, Word, PowerPoint, Visio
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