Sales Microsoft Office

Sabina Panthi

** * *********** ** # *, Boston, MA, 02118 ******.******@*****.*** P: (318) 680 - 9002

www.linkedin.com/in/sabina-panthi-41b17341/

Education

University of Louisiana – Monroe, Louisiana, Dec 2015

Master’s in business administration, GPA: 4.0, Beta Gamma Sigma 2015

Tribhuwan University – Kathmandu, Nepal, Dec 2012

Bachelor’s in business studies, GPA: 3.69

Professional Experience

JP Morgan Chase Bank Feb 2017 – Current

Relationship Banker

Assisted Private Client Advisor to bring over more than 1.6 million in assets

Received First Time Investor in first month of sales and exceeded the sales target

Managed a book of affluent customers to help them with their banking, investment, business banking and mortgage needs

Support role in the branch team that received Bronze Status (1Q & 2Q 2017) in 100% Success Rate in Customer & Control

Directly supported Private Bankers, Advisors, & Mortgage Bankers with day to day transaction due diligence and execution

Mass Mutual Financial Group Feb 2016 – Feb 2017

Financial Advisor

Conducted in depth industry research and trend analysis to evaluate companies for client portfolios

Organized and analyzed sophisticated financial data for presentation to clients

Exceeded 1st quarter sales target by 12,500 points

Broad market exposure across all asset classes, including equity, fixed income, and alternative investments

Centurylink Inc May 2015 – July 20

Analyst Intern

Conducted monthly market forecasts to evaluate the performance of promotional offers for CenturyLink’s High-Speed Internet and Prism TV markets and provided actionable insights for strategic money bucket reduction plans in 2015

Evaluated sales effectiveness of marketing campaign mediums for CenturyLink’s SMART HOME and @Ease products with financial analysis to generate increased sales in residential markets

Evaluated company financial statements, financial performance, and created financial models for comparison to industry

University of Louisiana, Monroe Aug 2014 – May 2015

Graduate Research Assistant

Collected and organized data on 13,000 U.S. Executives in order to evaluate core relationships between company performance and compensation packages

Conducted research on various economic effects of NAFTA trade agreement on US, Mexico and Canada

Organized and analyzed data on U.S. exports by small and medium size enterprises

Technical Skills

Languages: English, Hindi & Nepali

Proficient in Microsoft Office Suite: Word, Excel, PowerPoint, Outlook and Access

Software: SPSS, FSD,Streetscape, Profile Forecaster, Sales Force & Contact Manager.

Securities Licenses: Series 7, Series 63and Series 66

Achievements

Bronze Medal in women’s singles badminton at 11th SAG, 2010 Dhaka, Bangladesh

Volunteered with Junior Achievement USA economic success at Lakeshore middle school from Sept 26th – Oct 17th

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