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Management Human Resources

Location:
Pittsburgh, PA, 15241
Posted:
February 20, 2013

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Resume:

Sarita Khatri

Email: aboflh@r.postjobfree.com

Ph:412-***-****

Executive Profile

• Accomplished Executive with demonstrated ability to deliver mission-critical

results.

• Extensive experience in various area like of Professional Services, Sales, Business

Development and Resource Management.

• Has strong experience in handling Management, Business operations, Finance and

Human Resource operations.

• Has strong experience in developing business relationship in areas of professional

services.

• Excellent communication, organizational and analytical skills

Skills and Credentials:

• Series 7

• Series 66

• PA Life and Health

• Cross-cultural Communications

• Time Management

• Interpersonal skills

• Self motivated

Education:

M.Sc Physics, Delhi University India

Professional Experience

Oct 2012-Present

AXA Advisors LLC. Pittsburgh

Financial Consultant/Trainee

• Performed extensive training that entailed weekly webinars and lectures by

professionals.

• Identified prospects and organized one on one meeting to understand their

financial situation and future goals.

• Gathered financial data from clients and conducted financial analysis using

forecasting system.

• Drafted the appropriate strategy to achieve the desired goals by client.

• Take appropriate action.

• Educated clients on Risk management, retirement planning (IRA, 401k,

annuities), college savings and Estate planning etc.

• Handled the risk management areas like advising clients on life insurance and

then selling the appropriate life insurance product.

• Worked on 529 college saving plans for clients.

• Performed various functions around managing investment accounts for clients

containing Mutual fund, stocks and bonds.

April-2002-July 2007

WOW Global Corporations LLC

CEO/Co-founder

• Started in 2002, was accountable for overall operations of the company.

Operations Management:

• Managed the direct client Deloitte Consulting.

• Handled all functions related to fulfilling the client's requirement such short

listing candidates for the various projects and then placing them after screening

them.

• Handled all negotiating on rates for different projects.

• As CEO and a partner of the organization, managed all the aspects of the

company such as Contracts, Professional Services, Business Development,

Human Resources, Accounting, and Legal matters.

• Responsible for day-to-day operations of the company.

• Overseeing in house projects.

• Handling all Sales/Marketing, Business Development and Resource Management

operations.

• Responsible for developing contacts directly with new clients.

• Responsible for hiring employees.

• Responsible for negotiating contracts with clients and vendors.



Contact this candidate