Rajneesh Garg
New Delhi
Summary
Dynamic Financial Advisor with a proven track record at Infrastructure Projects, excelling in risk assessment and investment strategies. Adept at enhancing customer satisfaction and driving business growth through effective networking and problem-solving skills. Recognized for leading cross-functional teams and delivering tailored financial solutions that maximize client returns.
Overview
29
29
years of professional experience
Work History
Financial Advisor
Infrastructure Projects
05.2006 - Current
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Provided advice on tax-advantaged investment opportunities.
- Responded promptly to customer inquiries regarding their accounts or other services offered by the firm.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Identified new business opportunities through networking events or referrals from existing clients.
- Profiled and analyzed investment products to devise financial strategies, meeting client financial needs and forecasting opportunities with highest return on investments.
- Utilized financial planning software to create projections, scenarios, and plans tailored to individual client needs.
Director
Focus Technology India pvt Limited
09.1996 - 05.2006
- Enhanced customer satisfaction through the development of service improvement initiatives.
- Directed or coordinated financial or budget activities to fund operations and maximize investments.
- Prepared presentations for board meetings summarizing key developments within the company.
- Led cross-functional teams to drive project completion within budget and deadlines.
- Prepared staff work schedules and assigned team members to specific duties.
Education
B.Engineering - Electrical Engineering
Manipal Institute of Technology
Manipal Karnataka 06-1995
Skills
- Networking skills
- Sales strategy
- Customer service
- Effective communication
- Problem solving
- Team leadership
- Technical analysis
Languages
Hindi
First Language
English
Advanced (C1)
C1
Punjabi
Intermediate (B1)
B1
Timeline
Financial Advisor
Infrastructure Projects
05.2006 - Current
Director
Focus Technology India pvt Limited
09.1996 - 05.2006
B.Engineering - Electrical Engineering
Manipal Institute of Technology
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