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CECILIA ABRAHAM
FINANCIAL ADVISOR
MUMBAI,MH
Summary
Performance-oriented Financial Advisor offering experience working with privately-held investment firms. Adept at skillfully managing high-value assets. Driven banker offering 10 years track record working with financial products. Handles diverse range of financial needs, including retirement planning and insurance advisement. Decisive planner and problem-solver with understanding of marketing and sales strategies.
Overview
3
3
Languages
5
5
Certifications
16
16
years of post-secondary education
9
9
years of professional experience
Work History
Financial Advisor
SELF EMPLOYED
MUMBAI, MAHARASHTRA
02.2018 - Current
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Managed client investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long-term as well as short-term investment goals to devise personalized financial plan.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
Priority Banking Relationship Manager
AXIS BANK
MUMBAI, MAHARASHTRA
07.2016 - 03.2017
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Educated customers about product or service options and processed purchases.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.
- Developed monthly summaries to assess each client's participation level and determine targets for follow-up plans.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Personal Banker
HDFC BANK
MUMBAI, MAHARASHTRA
12.2012 - 03.2016
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
- Promoted all financial products by maintaining excellent service offering knowledge.
Customer Service Executive
DCB BANK
MUMBAI, MAHARASHTRA
07.2011 - 08.2012
Bancassurance Financial Consultant
HDFC BANK
MUMBAI, MAHARASHTRA
10.2009 - 11.2010
Accounts Assistant
BANJRANG PARAS&CO.
MUMBAI, MAHARASHTRA
NOV2008 - 09.2009
Education
Bachelors of Banking And Insurance - Banking And Isurance
Vivek College Of Commerce
Goregoan 06.2005 - 05.2021
Skills
Insurance decisions
Investment planning
Mutual funds and liabilities
Relationship building and management
Financial planning
Banking
Retirement planning
Software
Good typing speed
Windows 10
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Certification
Licensed Life Insurance - IRDA
Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Interests
TEACHING
Timeline
Financial Advisor
SELF EMPLOYED
02.2018 - Current
Priority Banking Relationship Manager
AXIS BANK
07.2016 - 03.2017
Personal Banker
HDFC BANK
12.2012 - 03.2016
Customer Service Executive
DCB BANK
07.2011 - 08.2012
Bancassurance Financial Consultant
HDFC BANK
10.2009 - 11.2010
Bachelors of Banking And Insurance - Banking And Isurance
Vivek College Of Commerce
06.2005 - 05.2021
Accounts Assistant
BANJRANG PARAS&CO.
NOV2008 - 09.2009