Biswajit Jaiswal
Finance Advisor
Durgapur
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
34
34
years of professional experience
Work History
Finance Advisor
Ganpati Consultancy Service
03.2016 - Current
- Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Interviewed industry experts, constructed financial models and compiled final reports to deliver top-notch service to customers.
Collector
Solution Incorporated
04.1990 - 05.2001
- Persistently reached out to customers with extremely past due accounts to recover lost revenue.
- Monitored accounts for compliance with established payment plans and flagged non-compliances.
- Maintained high volume of calls and met demands of busy and productive group.
- Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
Loan Collector
ABN AMRO, HSBC, CITI BANK, HDFC, Standard Chartered
04.1990 - 05.2001
- Worked in call center environment handling manual and automatically dialed outbound calls.
- Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
- Maintained high volume of calls and met demands of busy and productive group.
- Used scripted conversation prompts to convey current account information and obtain payments.
Education
No Degree -
Lajpat Hindi High-School
Kolkata 04.2001 -
Skills
Client Relations
Timeline
Finance Advisor
Ganpati Consultancy Service
03.2016 - Current
No Degree -
Lajpat Hindi High-School
04.2001 -
Collector
Solution Incorporated
04.1990 - 05.2001
Loan Collector
ABN AMRO, HSBC, CITI BANK, HDFC, Standard Chartered
04.1990 - 05.2001
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