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.