Customer Service Technical Support

SONALI PIMPLE

**** **** * ******* ****, Jersey City, New Jersey 07306 C: 551-***-**** ******.******@*****.*** PROFESSIONAL SUMMARY

Highly qualified and accomplished financial professional offering 3+ years of experience in the financial services and financial products industries. Combine expert technical and analytical qualifications along with broad knowledge and background of customer service. SKILLS

Mathematical and Analytical skills

Financial analysis

Savvy relationship builder

Goal oriented

Detail oriented

Excellent time management skills

Self-motivated

Proficient in Microsoft Suite(Word,

Excel, PowerPoint)

WORK HISTORY

Manager- Trade Support, July 2013 to October 2014

Paterson Securities Pvt. Ltd. – Mumbai, India

Worked as Wholesale Debt Market broker serving as intermediary to facilitate transactions between market participants in the debt markets

Dealt with Insurance Companies, Mutual Funds, and Banks in assisting them in trades of Corporate Bonds, Certificate of Deposits (CD), and Commercial Papers (CP).

Enhanced price discovery and transparency via communicating dealer interests and transactions.

Provided potential buyers and sellers with the critical market information they need to trade.

Took advantage of the abnormality happening in the market (convexity) and gave short term trading call to clients.

Tracked the FMP Launch Calendar of Mutual Funds to pre-empt their requirements.

Tracked the bank issuances to understand the re-issuances trend on their date of maturity.

Analyzed bond spreads on the basis of trends and movements and giving buy/sell calls on corporate bonds.

Assistant Manager- Client Servicing, April 2012 to September 2012 ICICI Bank – Mumbai, India

Client Servicing

Acquired, developed and strengthened Wealth Banking customer relationships through effective relationship management in accordance with business goals.

Contributed to bottom-line of Wealth Banking through accomplishment of profit and growth targets.

Selling basket of products including mutual funds, structured products, alternate assets, loans (home, auto), insurance (life and general), demat and foreign exchange services.

Upselling, cross selling, providing regular market information updates and trend analysis.

Ensured superior customer service thereby contributing to the overall customer experience of Wealth Banking.

Investment Planning

Create, review and rebalance the investment plans of the clients to meet their evolving needs.

Understanding the risk profile of client through a profiling exercise, developing a suitable asset allocation plan, suggesting appropriate products basis the risk profile and reviewing the investment plan periodically.

New Client acquisition

Active sourcing and prospecting of affluent customers for savings account and current accounts.

Project Engineer, September 2008 to June 2010

Wipro Technologies – Bangalore, India

Technical Support

Active Monitoring and Technical Support for TI Digital Signal Processors devices.

Solely Responsible and the single point contact for level 2 technical support of TI DSP devices in Asia Pacific Region.

Achieved a customer satisfaction rating of “Very good” consistently. EDUCATION

Post Graduate Diploma in Management Studies: Finance, 2010-2012 KJ Somaiya Institute of Management Studies- Mumbai, India. Bachelor of Technology: Electronics Engineering, 2004-2008 Veermata Jijabai Technological Institute - Mumbai, India.

Contact this candidate