Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Jayashree Ubale

Kolhapur

Summary

Versatile loan processing professional specializing in customer service and bank standards. Excellent communicator and decision maker with a strong eye for detail and a proactive nature.

Overview

13
13
years of professional experience

Work History

INDIVIDUAL FINANCIAL ADVISOR

SELF EMPLOYED
05.2023 - Current
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
  • Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
  • Helped clients make informed decisions about financial future.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.

SR. ASSOCIATE

STATE BANK OF INDIA
12.2010 - 04.2023
  • Improved customer satisfaction by quickly and effectively addressing inquiries and complaints.
  • Approached each problem with fresh mind and analytical strategies to quickly resolve concerns.
  • Spoke to customers in native language to increase loyalty and establish relationships.
  • Accomplished multiple tasks within established timeframes.

Education

B.D.F.C. - DRESS MAKING AND FASHION CO-ORDINATION

SHIVAJI UNIVERSITY
KOLHAPUR
04.2002

Skills

  • Loan Paperwork
  • Application Preparation
  • Legal Documentation
  • Client Support
  • Compile Documents

Languages

English
Hindi
Marathi

Timeline

INDIVIDUAL FINANCIAL ADVISOR

SELF EMPLOYED
05.2023 - Current

SR. ASSOCIATE

STATE BANK OF INDIA
12.2010 - 04.2023

B.D.F.C. - DRESS MAKING AND FASHION CO-ORDINATION

SHIVAJI UNIVERSITY

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Jayashree Ubale