+91-636******* firstname.lastname@example.org https://www.linkedin.com/in/rekha-mahadevappa-4a642019b/
Build positive and productive relationships with clients for business growth, advise clients on creating profitable process, creating appropriate sale plans to generate profit to clients & revenue for the company, schedule and conduct regular meetings discussions & teleconferences with client to ensure their satisfaction on investments and returns, analyze the competition and draft new and effective investment plans to retain and attract new customers, building long term relationship with key clients by addressing their concerns & complaints in a swift and professional manner.
Areas of Expertise:
Investment and returns planning
Client Relationship Executive
End to end investment and returns planning for clients, coordination with client, senior management and sales team.
Create appropriate investment plans for clients.
Prepare and circulate reports on market analysis & variations in major companies’ share prices to clients.
Ensure proper amount of investment on trustable company shares.
Advise clients on creating profitable processes.
Keeping the client appraised on anticipated ricks & issues and formulating a mitigation plan.
Ensure both the company and clients adhere to contract terms.
Maintain up-to-date knowledge about major company trades and shares.
Working knowledge of Microsoft Excel, MS Office, MS PowerPoint, Tally
NISM certified mutual fund investment Adviser
University of Mysore 08/2015 – 06/2017
Masters of Commerce
JSS College for Women 05/2012 – 06/2015 Bachelor of Commerce
Workers Participation in Management Decision Making
National seminar on “IFRS Convergence in India- issues and challenges”