Vishal Chotai
**** * ********** ** ***# ***, Davie, Florida 33328
E-mail: ******.******@*****.*** Cell: 858-***-****
Highlight of qualifications:
• Over 3 years of progressive Financial management and customer service experience in selling financial products including product management, marketing, and maintaining client relationship
• Significant experience in building new clients, raising funds, managing client portfolio and handling existing clients
• Demonstrated track record of improving sales and resolving customer complaints
Education:
Masters in Business Administration (Finance) May, 2012
Nova Southeastern University, Ft. Lauderdale, FL.
Relevant Courses:
Corporate Finance Money Markets and Monetary Institutions Futures and Options
Economic Thinking Investment Principles and Policies Advanced Financial Policy
Managing Organizational Behavior Business Communication Business Strategy and Policy Applying Managerial Finance Management Information Systems Business Modeling
Business Finance Accounting For Decision Makers Statistics
FINRA certified Licenses:
Series 7
Series 63
Professional Experience:
NSM Securities INC. Palm Beach, FL. October 2009- Present
Financial Analyst
• Build and maintain client bases as well as analyze financial information obtained from clients to determine strategies for meeting clients Financial objectives
• Monitor financial market trends, Sell financial products such as stocks, bonds, mutual funds
• Interpret data affecting investment programs, such as price, yield, stability in investment risks and economic influences
Sejal Plastics Mulund (W) January 2007 to March 2008
Accountant & Sales Executive
• Supervised book keeping for corporate division and also handled marketing department
• Increased Sales by 10% and revenue by 25% within first 6 months
WNS Global Services Pvt. Ltd (Business Process Outsourcing) August 2005 to December 2006
Customer Service Associate
• Worked for VIRGIN ATLANTIC AIRWAYS in the Pre flight units & Watchlist process
• Quality checks, prepared team reports, actioned flights, worked on time calculations
• As a Team member I continuously won 3 STAR PERFORMER AWARDS in my team
Extra Curricular Activities:
• Computer Skills – Advanced MS Excel, Word and PowerPoint skills
• Multilingual- Fluently speak international languages including Hindi, Marathi and Gujarati