Customer Service Management

Pervez Kaisani

Email: *********@********.***

Address: 1516

City: Allen

State: TX

Zip: 75013

Country: USA

Phone: 407-***-****

Skill Level: Experienced

Salary Range: $50,000

Primary Skills/Experience:

See Resume

Educational Background:

See Resume

Job History / Details:

Pervez Kaisani

1516 Astoria Drive, Allen, TX 75013

407-***-**** *********@********.***

Financial Management

Eager to contribute strengths in Financial Planning, Analysis and Client Relationship Management

Profile Offer in-depth executive management as well as hands-on experience in providing broad-based investment planning advisement, with a focus on 401(k) account management, finance, asset management and retirement planning. As Financial Advisor for major national tax preparation organization, held responsibilities for $40M in assets under management ; grew organizational revenues to exceptionally high levels over four-year period and utilized comments from customers to develop strong feedback regarding product and service levels; shared customer input with management in support of strengthening organizational sales and market share and strategically designed wide variety of training programs for use by Sales Department. Track record of developing strong interpersonal relationships, client loyalty and retention; provide consultative approach to assisting client base, employing successful investment diversification, portfolio analysis and asset allocation methodologies. In most recent roles, have successfully led multiple franchise opportunities, including one that involved the building/acquisition of seven stores with gross revenues in the $6M+ range; earlier, as Vice President of Operations, provided strong organizational financial and operational controls for multi-unit venture, developing needed financial and expenditure documentation, budgets and forecasts that involved trend analysis, and prepared quarterly financial, PL and general ledger materials. Additionally, possess demonstrable capabilities in analyzing operating reports vis--vis budget forecasts; assessed organizational profitability based on multiple variable data, including product line and geographical information. Excel at evaluating multiple business processes, identifying problems or deficiencies in various projects and developing effective solutions; exceptionally strong work ethic, with high levels of professional integrity as well as dynamic communication and presentation skills; continually offer performance excellence, whether in team lead or strong support member role.

Career Track

President, Quick-Service Restaurant Franchises, GA and FL 2007 Present For this family-owned multi-unit franchise group that included Five Diner, Checkers Drive-In Restaurants and Little Caesars Pizza, held multiple management responsibilities.

President, Dunkin Donuts/Baskin Robbins, Atlanta, GA and Orlando, FL Markets 2003 2007 In this multi-unit franchise venture, oversaw all operations; recorded sales revenues of $6MM from base of seven store facilities.

Franchise Trainer, Dunkin Donuts/Baskin Robbins 2003

Store Manager, Dunkin Donuts/Baskin Robbins/Togos, Kennesaw, GA 2002 2003 Effectively provided comprehensive oversight of all areas involved with providing highest levels of Customer Service, Food and Labor Control, Payroll Implementation, Employee Scheduling, Marketing, Inventory Control and all other day-to-day operations.

Pervez Kaisani

Page Two

Financial Advisor, HR Block Financial Advisors, Norcross, GA 1997 2002 Delivered superior client service in support of decision-making regarding investments, retirement planning and all areas of 401(k) administration; was responsible for Assets under Management of $40M. Strategically developed variety of programs designed to grow client loyalty and increase retention rates; employed strengths in successful investment product diversification as well as portfolio analysis and effective asset allocation. Effectively managed project delivery, post-sale client relationships, and developed advisement direction by researching and analyzing business trends and determining key performance metrics of investment targets. Gained focused input from client base, entertaining comments/suggestions regarding product and service levels in support of developing strategic input suggestions for presentation to higher management. Was also effective in designing multi-faced training program for Sales Division in support of high levels of effective and competent client interaction.

Earlier Background

Client Service Agent, Ogden Aviation Services, Atlanta Hartsfield Airport 1996

Bank Teller, Nations Bank, Atlanta, GA 1994 1995

Vice President of Operations, Kaisani Corporation, Atlanta, GA 1994 2003

Bank Teller, Northern Trust Bank, Chicago, IL 1993 1994

Education/Training/Certification/Licensure

University of Dallas

MBA Program; currently pursuing degree

University of Illinois, Chicago, IL

Bachelor of Science, Psychology and Criminal Justice, 1992

Georgia State University, Atlanta, GA

Graduate Courses in: Risk Management, Insurance, Corporate Finance, Business Management, Marketing, Corporate and Tax Accounting, 1995-1996

Oglethorpe University, Atlanta, GA

Financial Planner Program, 2001-2002

MS Word, Excel, PowerPoint, Cofiniti, ILX

Pervez Kaisani

1516 Astoria Drive, Allen, TX 75013

407-***-**** *********@********.***

Date

7/4/2012

Dear Sir/Madam

I am currently seeking a challenging career opportunity in a Client Relationship capacity and am submitting my resume for your review. In advance, I thank you for your time and consideration.

As demonstrated in the accompanying resume, my professional qualifications include long-term experience all facets of client interaction and customer service management, as well as current studies toward a MBA at the University of Dallas, a Bachelor of Science degree from the University of Illinois, continuing education with graduate coursework in Risk Management, Insurance, Corporate Finance, Business Management, Marketing and Tax Accounting; I have also attended the Financial Planner Program at Oglethorpe University.

I have developed expertise in developing strong interpersonal consultative advisement relationships with a wide cross-section of clientele/customer service and offer investment planning focusing on accounts, asset management and retirement planning. In an earlier assignment, as a Financial Advisor for HR Block, I held comprehensive responsibilities for supervising Assets under Management.

Throughout my career I have exhibited a commitment to quality and consistent compliance with critical governing directives, standards, policies and procedures. I am confident in my ability to deliver immediate and long-term results, and you will find me to be a performance-driven leader and collaborative team player focused on achieving and surpassing goals.

I am eager to discuss how my qualifications match your needs, and look forward to interviewing with you at your earliest convenience. In advance, thank you for your time and consideration.

Sincerely,

Pervez Kaisani

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