Sales Customer Service
Resume:
REEMA J. PATEL
**** ***** **** • Richmond, Virginia 23223
703-***-**** • abnsnn@r.postjobfree.com
FINANCIAL SPECIALIST
Analytical and organized financial advisor and customer satisfaction expert with demonstrated background in
driving sales through exceptional attention to client requirements.
• Strong client negotiator adept at building long-lasting client relationships and addressing individual needs.
• Exceptional memory for client details and specific portfolio requirements.
• Trusted team support specialist able to research, analyze and recommend best-fit products and services
that enhance the client experience.
AREAS OF EXPERTISE
Consultation: Client advisement, portfolio recommendations, market research guidance.
Financial Analysis: Market trends, portfolio analysis, modeling, strategic risk assessment.
Client Sales: Products and services recommendations, expanded sales efforts, asset valuation
to enhance sales.
Customer Relations: Client partnerships, ongoing communication, regular portfolio
maintenance.
PROFESSIONAL SYNOPSIS
UBS FINANCIAL SERVICES, Mclean, Virginia • Jan 2007- Dec 2008
Global securities firm operated by UBS Bank headquartered in Switzerland.
Investment Associate
Provided interim support for and as Senior Financial Advisor, advising clients on bond and stock purchases,
executing sales, and developing financial plans and insurance proposals for clients. Oversaw all foreign currency
accounts activity for the branch. Worked with existing clients to expand sales and strengthen relationships. Set up
new client accounts. Collaborated with the Syndicate IPO Coordinator to organize all IPO activity for new or
secondary IPOs. Conducted trading of mutual funds, stocks, and options. Worked with clients to maintain balanced
portfolios and financial plans.
• Grew productions sales to 50% for the Senior Advisor.
• Specialized in foreign currency accounts.
AXA ADVISORS, Falls Church, Virginia • Jan 2006 - Nov 2006
Global financial provider offering financial planning, business, retirement, estate /college planning, life insurance, annuities, and mutual funds.
Financial Consultant
Teamed with financial consultants to provide analysis and research designed to expand productivity. Reviewed
and approved all insurance proposals/financial plans by analyzing, modeling, and assessing all strategies for risk
exposure and tolerance, matching service or product to each individual client. Detailed findings in reports for
advisor team. Administered to personal client portfolios.
FOLGER NOLAN FLEMING DOUGLAS, INC., Washington, District of Columbia • April 2005- Jan 2006
Investment management firm.
Junior Broker
Conducted asset valuations and portfolio reviews to support broker clientele. Ensured all due diligence research
was completed, and constructed financial models and projections. Worked with senior team to analyze financial
statements and review client portfolios. Oversaw portfolio investment recommendations, and prepared cost basis
analyses on client holdings.
Resume
REEMA J. PATEL • Page 2 • abnsnn@r.postjobfree.com
AMERICAN EXPRESS FINANCIAL ADVISORS, Falls Church, Virginia • July 2004 - April 2005
Global financial management and investment company.
Client Service Associate
Working on a part-time basis, teamed with Financial Advisor to review insurance proposals and prepare financial
plans to best fit the particular client. Conducted stock, mutual fund, and bond research to determine appropriate
choices for clients. Evaluated client portfolios and matched performance against market data.
CHEVY CHASE BANK, Springfield, Virginia • July 2002 - July 2004
Region’s largest locally-owned financial institution.
Sales and Service Associate
Handled sales and customer service functions for the Springfield branch. Serviced accounts and sold
mortgages, loans, and checking/savings accounts.
• Delivered 20% of the branch’s overall production goal.
• Named top branch seller consistently.
EDUCATION
Bachelor of Arts in Economics
Minor in School of Management
George Mason University, Fairfax, Virginia
PROFESSIONAL DEVELOPMENT
Series 7 • Series 66 • Life and Health Insurance
TECHNICAL SKILLS
HTML • Microsoft Outlook • Microsoft Excel • Lotus Notes • Explorer/Netscape • Microsoft Power Point
Microsoft Access • Microsoft Works/ Word Perfect
LANGUAGES
English (native) • French • Gujurati • Hindi • Punjabi
Resume
REEMA J. PATEL
1412 Selma Lane • Richmond, Virginia 23223
703-***-**** • abnsnn@r.postjobfree.com
Dear Sir / Dear Madam:
Possessing strong finance, banking, and economic skills, I have advanced the objectives of major organizations
through exceptional application of skills to meet client needs. My customer service, sales, and market analysis
background has allowed me to bring comprehensive value to my employers and to expand business channels
and sales through new and existing client accounts. I am now prepared to bring my 7 years of experience to
your company in a financial specialist role.
My areas of expertise include:
• Consultation: Client advisement, portfolio recommendations, market research guidance.
• Financial Analysis: Market trends, portfolio analysis, modeling, strategic risk assessment.
• Client Sales: Products and services recommendations, expanded sales efforts, asset valuation to
enhance sales.
• Customer Relations: Client partnerships, ongoing communication, regular portfolio maintenance.
My ability to integrate expert financial analysis with client satisfaction has helped my clients grow their personal
wealth and improve their financial investments. I have become a trusted partner to both clients and colleagues,
increasing company sales and client retention while providing excellent research that helps my companies
improve their image with new and current clients.
Please review the enclosed resume and feel free to contact me at your earliest convenience. Thank you in
advance for your consideration.
Sincerely,
Reema J. Patel
Resume
Contact this candidate