Sales Associate Customer Service
Resume:
GAGANMEET KAPOOR
Marketing
Jersey City, NJ ***06
*************@*****.***
https://www.linkedin.com/in/gaganmeetkapoor/
PROFILE SUMMARY: Reliable, top-notch marketing & sales associate with outstanding customer service skills and relationship-building strengths. Dedicated to welcoming customers and providing comprehensive service. In-depth understanding of sales strategy and merchandising techniques. Personable Senior Associate with 6-years background in retail and related positions. Proficient in use and troubleshooting of POS systems. Successful meeting goals through effective team coordination and proactive customer service.
Skills
Technology Skills – Google Analytics Google AdWords Advanced Excel Tableau SPSS Google Digital Garage Microsoft Office Suite Google Suite
Very Good
Project Management
Excellent
Schedule development
Excellent
Financial statements expertise
Very Good
Work History
SENIOR ASSOCIATE
INTERACTIVE BROKERS, MUMBAI, INDIA
Oversaw portfolios of high-profile financial clients to establish net profits from volatile markets—serving as main client liaison to build client portfolios, align strategic financial goals, and foster strong relationships.
Oversaw team of 10 associates—collaborating on client offerings, training on company best practices, and facilitating high-performing team.
Lead quarterly marketing performance review process with Marketing & Finance leadership to improve decision agility with actionable insights to increase IBKR's return on marketing investment.
ASSOCIATE, account manager
INDIA INFO LINE, MUMBAI, INDIA
Served as financial services account manager, overseeing financial performance of portfolio of investment clients and performing complex transactions to ensure high performance
Resource Allocation Insights of Marketing Investments to support Portfolio Strategy
Marketing Effectiveness and Efficiency through financial Analyses and Insights of Brand/Trade Performance
SALES ASSOCIATE
MOTILAL OSWAL SECURITITES LTD, MUMBAI, INDIA
Worked as financial services account sales associate, assisting clients with opening online trading account and onboarding process.
Assisted high-net-worth clients to build a diversified portfolio for investments in Equity, Bonds and mutual funds.
Increased financial awareness within Marketing, by build commercial awareness of Finance function.
Education
Master of Science: Marketing Analytics
Pace University, Lubin School of Business - New York, NY
GED
Welingkar Institute of Management - Mumbai, India
Certifications
Google Analytics
Google AdWords
Google Digital Garage
Languages
English (Fluent) Hindi (Fluent)
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2018-11 - 2021-08
2017-11 - 2018-11
2016-07 - 2017-07
2021-09 - 2023-05
20150 - 20170
2022-03
2022-03
2023-02
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