KETAN GULATI
GHAZIABAD
Summary
Dynamic Customer Service Officer at EKDANT FINANCIALS with a proven track record in portfolio management and client acquisition. Expert in crafting tailored investment strategies and analyzing market trends to enhance client wealth. Skilled in building strong relationships, driving business growth, and achieving high client satisfaction rates.
Overview
4
4
years of professional experience
Work History
Customer Service Officer
EKDANT FINANCIALS
NEW DELHI
12.2020 - Current
Experience in managing high-net-worth individuals' portfolios through Portfolio Management Services (PMS), effectively showcasing proven results in enhancing client wealth and satisfaction. Skilled in articulating the efficiency and benefits of PMS to prospective clients, fostering strong relationships, and driving business growth.
- Manage and optimized client portfolios through Portfolio Management Services (PMS), delivering tailored investment strategies aligned with individual financial goals.
- Successfully communicate the benefits and efficiency of PMS to prospective clients, resulting in a robust client acquisition rate.
- Demonstrate expertise in analyzing market trends, and assessing risk to maximize portfolio returns, and mitigate potential losses.
Education
BBA -
IDEAL INSTITUTE OF MANAGEMENT AND TECHNOLOGY(IIMT)
NEW DELHI, INDIA11-2020
Skills
- Portfolio management
- Client acquisition
- Investment strategies
- Market analysis
- Risk assessment
- Customer service
Affiliations
- Travel & Cultural Exploration: Enthusiastic traveler with an interest in exploring different cultures and perspectives.
- Problem-Solving & Critical Thinking: Enjoy solving puzzles, playing chess, or engaging in strategic thinking activities.
Languages
English
First Language
Hindi
Proficient (C2)
C2
Timeline
Customer Service Officer
EKDANT FINANCIALS
12.2020 - Current
BBA -
IDEAL INSTITUTE OF MANAGEMENT AND TECHNOLOGY(IIMT)
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