TANUSHREE GIRI

**** ********* ***** ***,

Fredericksburg, VA, 22408

571-***-****

acdatc@r.postjobfree.com

OBJECTIVES

To obtain a position as a Financial Services Representative, Where my customer service experience, communication abilities and knowledge of the Financial Services industry will increase and enhance your client portfolios. I have a Strong interpersonal and organizational skill and keen ability to multitask a variety of challenges and responsibilities.

HIGHLIGHTS OF QUALIFICATIONS

Award-winning bilingual financial services professional with diverse background in individual and corporate investment planning and management. Earned sales production of the year award (2009) for increasing sales by 25% during first six months of employment. Extensive experience facilitating presentations and workshops on financial planning and services. Outstanding communication and customer service skills with the ability to manage multiple client and responsibilities.

Over 5 years of experience in the financial services industry.

Successfully obtain professional licenses (Life and Health, Property and casualty) and securities license (Series 6).

Ability to prepare financial statements and conduct financial analysis.

Thorough knowledge of financial planning issues and investment management including Mutual funds, Retirement investment, Life insurance, securities equities, managed funds and U.S. Tax systems.

Proficient in M.S. Office.

Committed to supporting company goals through individual and team performance.

Extensive selling and customer service skills.

Demonstrated experience successfully working within a diverse population.

PROFESSIONAL LICENSES

Life and health

Property and casualty

Series 6

RELATED WORK EXPERIENCE

Insurance Agent / Financial services representative

Farmer’s Insurance, Reston, VA 2011-Present

Developed rapport with client invested in investment opportunities.

Work closely with the new and existing client as a financial advisor in servicing and selling to them.

Build new client relationships by providing mutual funds, property and casualty insurance, life insurance investments opportunities and debt consulting.

Execute credit and financial analysis of the client and investments across various sectors.

Set up customer accounts and file folders.

Maintained customer accounts in the database on a regular basis.

Verified documents using internal computer database system.

Extensive experience in selling and servicing to new and existing customers.

Insurance Agent/ Financial Services representative

Western Southern Life, Camp Spring, MD 2010-2011

Extensive experience in selling and servicing to new and existing customers.

Developed rapport with client invested in investment opportunities.

Work closely with the new and existing client as a financial advisor in servicing and selling to them.

Build new client relationships by providing mutual funds, property and casualty insurance, life insurance investments opportunities and debt consulting.

Execute credit and financial analysis of the client and investments across various sectors.

Set up customer accounts and file folders.

Maintained customer accounts in the database on a regular basis.

Verified documents using internal computer database system.

Handled inbound call in a polite and professional manner.

Managed confidential information regarding customers.

Utilized database to locate and obtained customer information.

Registered Financial Services Representative

New York Life, Timonium, MD 2010(June-Nov.)

Provided 300+ investors with mutual funds, portfolio content sales and marketing support.

Resolved 200+ client account discrepancies relating to dividend payments, performance analysis and 1099s.

Recommended fixed income and equity products based on investors objectives.

Developed and prepared weekly newsletters for 100+ employees detailing mutual fund updates and departmental issues.

Calculated analyzed hypothetical illustrations on mutual fund performance and investments risks.

Registered Financial Services representative

MetLife, Fairfax, VA 2009-2010

Serviced 100+ existing and new clients on financial and insurance products and plans.

Facilitate monthly seminars on financial planning and debt management.

Developed marketing strategies to enhance customer base through mass mailing, cold calling, referrals, walk and talks, expositions and educational seminars.

Analyzed investment portfolios, review assets allocations, risk tolerance and objectives.

Administer life insurance, annuity and pension plan benefit to corporations, medical facilities and unions.

Provided medical benefits and employer sponsored retirement plan to small business owners.

EDUCATION

PGCACS, 1997, Computer Maintenance Corporation, India

M.S. in Chemistry, 1999, Sidhu-Kanhu University, Dumka, India

B.ED. in Mental Measurement, 1996, Vidyasagar University, Midnapur, India

B.S. in Chemistry, 1994, Vidyasagar University, Midnapur, India

TECHNICAL SKILLS

MS Word, MS Excel, MS Access, Power point

Investment View

Oracle

Sql Queries

Planning and Scheduling

Customer Service

Interdepartmental Coordination

Internet Research

Telephone Reception

AWARD

Super starter as a financial services representative (2009)

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