PURVESH PATEL

** ****** ******, ********, ** L*P 4A7

647-***-**** adcc0d@r.postjobfree.com

CAREER OBJECTIVES:

To build career in a growing organization where I can get the opportunities to prove my abilities by accepting challenges.

WORK EXPERIENCE:

• Relationship manager at ICICI PRUDENTIAL MUTUALFUND (India) (1 year 6 months)

Data Entry

Financial Adviser

Paperwork and filing

Walk-in customer handling and financial solution

Selling of mutual fund

Verify regulatory compliance of transaction reporting

Assist Mutual Advisor with processing and confirming client transaction as well as developing financial plans.

Process and follow-up on client documentation and other transactions

Explain products and services recommended to clients and respond to general question

Perform various admin duties including scanning, mail sorting, couriers and filing

Assist with servicing existing clients and resolving customer discrepancies

Contact clients periodically to define any changes in their financial status

Help clients plan for specific circumstances, such as education expenses, retirement, Dream vacation, Child Marriage Plan etc...

Build rapport and establish positive working relationships with employees of various fund houses

• Sales Trainee at KOTAK MAHINDRA MUTUALFUND (India) (7 months)

Data Entry

Financial Adviser

Paperwork and filing

Walk-in customer handling and financial solution

Selling of mutual fund

Verify regulatory compliance of transaction reporting

Assist Mutual Advisor with processing and confirming client transaction as well as developing financial plans.

Process and follow-up on client documentation and other transactions

Explain products and services recommended to clients and respond to general question

Perform various admin duties including scanning, mail sorting, couriers and filing

Assist with servicing existing clients and resolving customer discrepancies

Review all trade requests such as systematic plans, purchases, transfer, redemptions, and non-financial for proper documentation and authorization

• Relationship Manager at SMC Insurance Company (India) (1 year 8 months)

Selling of car insurance

Selling Life insurance

Claim settlement

Data Entry

Paperwork and filing

• Senior Mutual Fund Processor (Relationship Manager) at Client First Services (India) (1 Year 4 months)

Verify regulatory compliance of transaction reporting

Assist Mutual Advisor with processing and confirming client transaction as well as developing financial plans.

Process and follow-up on client documentation and other transactions

Explain products and services recommended to clients and respond to general question

Perform various admin duties including scanning, mail sorting, couriers and filing

Assist with servicing existing clients and resolving customer discrepancies

Review all trade requests such as systematic plans, purchases, transfer, redemptions, and non-financial for proper documentation and authorization

Coordinate details between clients, sales office centre employees to make sure client satisfaction

Guide clients in the gathering of information, like bank account records, income tax returns, insurance records, pension plans etc... EDUCATIONAL BACKGROUND:

Masters of Business Administration

Anand Institute of Management, Anand, Gujarat, India (2013-2015) Bachelor of Business Administration

Anand Institute of Business Studies, Anand, Gujarat, India (2010-2013) AREA OF STUDY:

• Financial management, Accounting and marketing.

• Information system management.

COMPUTER SKILLS:

• MS Office and Emails

STRENGTH:

• Good multitasking ability, team work and punctuality.

• Leadership quality with tackling problems head on attitude.

• Communicate clearly, concisely, and correctly in written, spoken and visual form.

• Interactive and efficient in building healthy relationship with the audience and the officials as well.

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