Client Relationship Investment Advisor
Resume:
Roshna Mujeeb
Karayikudath(H) Anugraha Lane UC College Po Aluva 2, 683102,
Cochin, Kerala
************@*****.***
Objective
To leverage my MBA education and two years of experience as an Investment Advisor at HDFC Life in a challenging role within financial sector. I aim to contribute my expertise in investment strategies and client relationship management while gaining exposure and further enhancing my analytical and advisory skills. Experience
HDFC Life
Investment Advisor
Roles and Responsibilities:
1. Financial Planning and Analysis:
Assessed clients' financial needs, goals, and risk tolerance to develop tailored investment strategies. Analyzed and recommended appropriate HDFC Life insurance and investment products, including ULIPs, retirement plans, and savings plans.
2. Portfolio Management:
Monitored and managed client portfolios to ensure alignment with their financial goals and market trends.
Conducted periodic reviews to update clients on portfolio performance and suggested changes when necessary.
3. Client Relationship Management:
Established and maintained long-term relationships with clients through consistent communication and excellent service delivery.
Addressed client queries, concerns, and claims, ensuring customer satisfaction and trust. 4. Sales and Business Development:
Achieved sales targets by promoting HDFC Life products and driving revenue growth. Identified new business opportunities through referrals, networking, and market research. 5. Market Research and Insights:
Stayed updated on financial market trends, regulatory changes, and competitor products to provide informed advice to clients.
Analyzed investment performance data and economic indicators to guide client decisions effectively. 6. Regulatory Compliance:
Ensured adherence to compliance and regulatory guidelines set by IRDAI and company policies while advising clients.
Maintained accurate records of all transactions and communication for audit and regulatory purposes. 7. Training and Mentoring:
Assisted in training new team members on HDFC Life products and investment advisory techniques. Conducted financial literacy sessions to educate clients and prospects about investment opportunities. Education
Course / Degree School / University Grade / Score Year MBA Marketing HR FISAT Business School, Angamaly (KTU) 78% 2021-23 B.Com Finance and Taxation Bharata Mata College,Thrikakkara(MG University) 76% 2018-21 12th (Commerce) Jyothi Nivas Senior Secondary School,Aluva 88.2% 2018 10th Jyothi Nivas Senior Secondary School,Aluva 86% 2016 Skills
Leadership and Conversational skill
Team Building
Problem Solving
Decision Making
Confident
Dedicated
Self motivated
Beginner knowledge in MS Word, Power Point,Excel
Projects
Financial Analysis of 5 automobile company
CAMEL analysis is a widely used framework for evaluating the financial health of banks, financial institutions, or companies in the financial sector. It stands for Capital Adequacy, Asset Quality, Management Efficiency, Earnings Quality, and Liquidity.
Job Satisfaction of Employees
This project explores the factors influencing employee job satisfaction and its impact on organizational performance. It aims to identify key elements like work environment, salary, leadership, and work-life balance that contribute to satisfaction and to provide actionable recommendations for improvement. Performance Appraisal
A performance appraisal project involves evaluating employees' performance systematically to improve productivity, recognize achievements, and identify areas for improvement. Interests
Stencil Drawing
Languages
English
Malayalam
Declaration
I hereby declare that all the information provided above is true to the best of my knowledge and belief. I take full responsibility for the accuracy of the details mentioned.
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