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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
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
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