Priya Singhal
New Delhi
Summary
Insightful Financial Advisor known for high productivity and efficient task completion. Specialize in financial planning, risk management, and client portfolio optimization. Excel in communication, adaptability, and problem-solving to meet diverse client needs and deliver tailored financial advice.
Overview
5
5
years of professional experience
Work History
Senior Financial Analyst
Ameriprise Financials
New Delhi
10.2022 - Current
- Built and strengthened relationships with U.S. advisors to form long-lasting, profitable bonds.
- Worked closely with the advisors to develop a comprehensive financial plan for their clients, in meeting their individual needs for both short-term and long-term goals.
- Managing a portfolio of around 1,000 plans with different advisors across the U.S. Delivered personalized retirement planning advice, including pension analysis and 401(k)/IRA strategy optimization.
- A part of the company's internal project, ensuring that the developments are integrated into the team's day-to-day activities, as well as reporting and feedback for the same.
Financial Advisor
IND Money
Gurugram
02.2020 - 07.2022
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
- Developed financial plans and strategies tailored to clients' individual needs.
Education
MBA - Finance And Business Analytics
New Delhi Institute of Management
New Delhi07-2020
BBA - Commerce
Institute of Innovation in Technology & Management
New Delhi07-2018
Skills
- Investment planning
- Planning for retirement
- Solution management
- Effective relationship building & communication
- Mentoring
- Advanced Microsoft Excel
Timeline
Senior Financial Analyst
Ameriprise Financials
10.2022 - Current
Financial Advisor
IND Money
02.2020 - 07.2022
MBA - Finance And Business Analytics
New Delhi Institute of Management
BBA - Commerce
Institute of Innovation in Technology & Management
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