Ashik Shinde
Bangalore
Summary
Highly accomplished Financial Advisor with 15 months of experience in comprehensive financial planning and investment management. Proven track record of developing and implementing tailored financial strategies for high-net-worth individuals, resulting in exceptional investment growth and risk-adjusted returns. Expertise in retirement planning, estate planning, tax optimization, and advanced financial modeling. Certified Financial Planner (CFP) designation holder, demonstrating commitment to excellence in financial planning. Excellent communication, negotiation, and interpersonal skills, with a persuasive approach and an ability to build rapport quickly.
Team Leader experienced in directing activities of workgroups. Develops strategies, provides training, sets goals and obtains team feedback. Excellent interpersonal and communication skills. Big picture focus with excellence in communicating goals and vision to succeed. Problem solver, networker, and consensus builder.
Overview
6
6
years of professional experience
Work History
Financial Advisor
Policybazaar.com
05.2024 - 08.2025
- Provided personalized financial advice on investments, retirement planning, estate planning, and tax optimization.
- Built strong relationships with clients by understanding their financial objectives, providing tailored advice, and exceeding their expectations.
- Managed client expectations during market fluctuations, providing timely updates and offering strategies to mitigate risks.
- Proficient in financial analysis, investment management, and risk management techniques.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
Senior Customer Service Executive
TempCare Services
01.2020 - 11.2022
- Built strong relationships with field operations team to support business development opportunities and improve service.
- Collaborated with cross-functional teams to develop and implement policies that improved overall customer experience.
- Developed strong relationships with key accounts, leading to increased client loyalty and repeat business.
- Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
- Established open and professional relationships with team members to achieve quick resolutions for various issues.
- Collaborated with other department leaders to establish shared goals and ensure alignment across teams.
- Assisted in recruitment to build team of top performers.
- Motivated team members to surpass their targets, recognizing and rewarding their achievements.
Education
Bachelor of Technology - Information technology
CAPITAL UNIVERSITY OF JHARKHAND
Koderma, Jharkhand08-2021
Skills
- Financial Planning
- Investment Analysis
- Tax Planning
- Retirement Planning
- Risk Management
- Portfolio Management
- Communication
- Client Relationship Management
- Long-Term Care Planning
- Customer Relationship Management (CRM)
- Salesforce
- Outbound Calling
- Lead Generation
- Upselling
- Cold Calling
- Teamwork
- Lead Qualification
- Customer Service
- Team management
- Staff development
- Problem-solving
- Team supervision
- Team motivation
- Teamwork and collaboration
- Leading team meetings
- Employee evaluation
Language
English
Tamil
Malayalam
Timeline
Financial Advisor
Policybazaar.com
05.2024 - 08.2025
Senior Customer Service Executive
TempCare Services
01.2020 - 11.2022
Bachelor of Technology - Information technology
CAPITAL UNIVERSITY OF JHARKHAND
Similar Profiles
Ankit SharanAnkit Sharan
Senior Associate Sales Consultant at PolicyBazaar.comSenior Associate Sales Consultant at PolicyBazaar.com
Suraj Kumar JhaSuraj Kumar Jha
Associate Sales Consultant at Policybazaar.comAssociate Sales Consultant at Policybazaar.com
Hitesh GathwalHitesh Gathwal
Financial Advisor at Policybazaar.comFinancial Advisor at Policybazaar.com
Simran SSimran S
Travel Consultant at BCD TravelTravel Consultant at BCD Travel
Kannan LKannan L
Service Owner - Identity Global Products at AXA Global Business ServicesService Owner - Identity Global Products at AXA Global Business Services