Customer Service Sales

Rajinder Dhaliwal

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

Address: *** *. ********** **** #****

City: San Jose

State: CA

Zip: 95128

Country: USA

Phone: 415-***-****

Skill Level: Experienced

Salary Range: $60,000

Primary Skills/Experience:

See Resume

Educational Background:

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Job History / Details:

PROFILE

Experienced International Investment Banking Professional with proven expertise within a dynamic trading environment, delivering detailed analytical commentary to traders and senior management teams and supporting the start-to-end trading lifecycle. In-depth knowledge of trading strategy, products, asset classes, competitors and trends. Conduct performance and market analysis within a trading environment including the analyses of companies, indices, markets, exchange rates etc. Diligent, ethical professional and team player with outstanding leadership skills who consistently exceeds performance expectations. Other strengths encompass:

Financial ModelingAssessing RiskRoot Cause Analysis

Identification of Settlement IssuesQualitative & Quantitative AnalysisFinancial ReportingData Analysis, Manipulation & PresentationMarket Research & Analysis Investment ResearchPerformance AnalysisTrade Lifecycle MappingGlobal EconomicsReport and Presentation DevelopmentClient RelationsValuation AnalysisSales Strategy & ManagementSenior-Level PresentationsBusiness Development

Significant exposure to US, European and Asian financial markets and brings a unique perspective through hands-on sales and commercial management experience, gained through leadership of a multi-site business. Proven record of delivering clear and articulate findings to senior management investors, and other key stakeholders delivering financial insight and strategic analysis to ensure optimal decision making. Ability to translate complex analytical data and market information into succinct business messages. An analytical individual with exceptional attention to detail and proven problem solver who deals with ambiguity quickly. Bilingual: Fluent in English and Punjabi.

EDUCATION

Master of Science Degree in International Money and Banking

Graduated in top quartile in class

University of Birmingham, Birmingham, UK

Bachelor of Arts Degree in Financial Economics

Graduated with High Honors (4.0 GPA)

Coventry University, Coventry, UK

PROFESSIONAL EXPERIENCE

Dhariwal & Sons No. 1 Ltd - Birmingham, UK 2010 - 2012

Sales Director

Proactively recruited to improve sales across all locations, as well as prepare the organization for future sale of this leading retail organization which encompassed five franchised supermarkets. Responsible for managing day-to-day sales, operations, marketing strategy development, promotional work, and special projects.

Sales management efforts resulted in an operational corporate transformation and increase in sales from $16.9M to $21M which was accomplished during adverse, declining economic and market conditions.

Introduced 10 new suppliers, renegotiated supplier contracts and launched a price restructuring program.

Generated a 20% sales increase across all five locations while increasing overall profit margins by 0.95% to 20.45%.

Spearheaded the successful sale of each site including marketing and buyer engagement with a purchase price of $810,000 more than initially forecasted.

Deutsche Bank - London, UK 2008 - 2010

Trade & Performance Analyst

Reported to the Vice President of Equities accountable for the high-quality delivery of financial modeling and analysis for the front office Equities Trading Desk. This included the presentation of daily, weekly, monthly and quarterly analytical reports, the delivery of market analysis (on companies, indices, exchange rates etc.), the construction of complex financial models, analysis valuations on portfolio companies and potential investments and the delivery of root cause analyses. As a senior team member, oversaw a team of global analysts across offices in New York, London, Birmingham (UK), Jacksonville and Bangalore (India).

Built financial models and analyse valuations on portfolio companies or on potential investments.

Strong client interaction skills in leading client visits, discussing trades and settlement rates and delivering feedback to traders and senior management teams. Integral role in significant client retention at a time while investment banks were under scrutiny.

Delivered several global presentations to senior managers in New York, London, Hong Kong, Jacksonville, and Houston.

Transformed the MIS equities reporting framework to deliver cohesion across the US, Europe, and Asia.

Created a reporting system which enabled traders to have a global view of their clients. As part of a project to develop a similar analytical function in the US market, was solely responsible for the design and delivery of training to global analysts in New York. Following this success the project was subsequently rolled out to the Asian.

Carried out two unsupervised projects to train and develop employees to perform a similar function for the new offshore support staff for the New York Office based in Jacksonville, as well as the Hong King Office based in Bangalore.

HSBC Bank - Birmingham, UK 2007 - 2008

Customer Service Advisor

Situated within the Premier Banking arm of the retail business, responsible for analyzing customer financial portfolios to identify sales opportunities across multiple product lines including Wealth, Foreign Exchange and Lending.

Conducted detailed research of client portfolios and identified optimal sales opportunities.

Delivered a professional financial planning service to customers by identifying customer needs in line with the banks policy.

Monitored customer portfolio performance and refined their plan as their needs changed or as the market shifted.

Engaged with a large, diverse global clientele on a face-to-face basis to provide exemplary customer service.

Provided financial commentary to financial advisor managers and delivered complex data in a clear, concise manner.

Utilized extensive external market awareness to keep up-to-date with current changes in market conditions.

INTERNSHIP

Paul Alton Chartered Accountants - Birmingham, UK 2005 - 2006

Worked with senior accountants to calculate balance sheets and P&L accounts for multiple corporate clients ensuring adherence to statutory reporting regulations. Administered payroll including documenting and recording employee hours, as well as commissions and bonuses.

COMPUTER SKILLS

Proficient in Microsoft Office (Word, Excel, PowerPoint, Access, and Outlook), as well as other banking applications

COMMUNITY INVOLVEMENT

Volunteer teacher in India teaching Math and English to underprivileged children

INTERESTS

Sports including golf, tennis, football and soccer. Traveled extensively across Europe, India, China and Japan.

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