Rozmin Parkar
Navi Mumbai
Summary
Dynamic Financial Services Consultant with ICICI Prudential Life Insurance, adept at crafting tailored investment strategies and enhancing client relationships. Proven expertise in financial analysis and regulatory compliance, recognized for driving portfolio performance and delivering exceptional customer service. Committed to strategic planning and fostering team collaboration to achieve long-term financial goals.
Overview
6
6
years of professional experience
Work History
Financial Services Consultant
ICICI PRUDENTIAL LIFE INSURANCE CO LTD
CHIPLUN
01.2022 - Current
- Built and maintained strong client relationships through exceptional service and communication.
- Developed customized investment strategies to maximize returns and minimize risks.
- Developed and implemented investment plans tailored to individual client needs and goals.
- Analyzed client capital structures and plans and recommended products and financial strategies to meet needs.
- Applied strict company and regulatory standards when producing contracts and documentation.
- Maintained friendly front-line coverage by greeting and assisting walk-in customers, promoting good first impressions with clients.
- Established strong and positive working relationships within organization to contribute to team success.
- Researched market trends and made recommendations for portfolio adjustments accordingly.
- Developed and maintained relationships with customers and assisted in generating sales opportunities.
- Participated in regular meetings with senior management personnel regarding operational procedures.
- Reviewed client portfolios regularly to monitor performance against established objectives.
- Assisted clients in developing strategic plans to meet long-term financial goals such as retirement or college savings plans.
- Maintained up-to-date records of all client accounts including deposits and withdrawals, trades executed.
- Analyzed customer requirements and recommended efficient investment products.
- Built positive and productive customer connections to drive consistent sales.
- Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.
- Trained new employees on operational procedures and protocols.
- Recognized by management for providing exceptional customer service.
- Assisted with customer requests and answered questions to improve satisfaction.
- Completed day-to-day duties accurately and efficiently.
- Prioritized and organized tasks to efficiently accomplish service goals.
Network Engineer
GOTOP INFOTECH (AOFY GOLD COMPANY)
Navi Mumbai
11.2019 - 05.2021
- Slashed expenses and increased allocation of available resources by auditing schedule, cost and contract performance.
- Performed tests on newly installed hardware and software to provide components that interface correctly with each other and network.
- Maintained quality-focused performance benchmarks and schedules when directing project teams.
- Explored new technologies and tools for productivity, security and quality assurance purposes.
- Trained staff members in the use of new technologies including software packages, databases, web tools.
- Tested, maintained and monitored computer programs and systems.
- Used computer in analysis and solution of business problems.
- Collaborated with other departments in identifying areas where IT can be utilized more effectively.
- Developed, documented and revised system design procedures and quality standards.
Internship Student
AERUS INFOTECH
Navi Mumbai
12.2018 - 01.2019
- Maintained databases including Oracle, MySQL and Microsoft SQL Server.
- Designed and implemented databases using Microsoft SQL Server.
- Designed data models to store application data in databases such as Microsoft SQL Server.
- Tuned database parameters based on performance optimization guidelines from vendors such as Oracle and Microsoft SQL Server.
- Conducted system analysis and testing to identify and resolve technical issues or inefficiencies.
- Prioritized and organized tasks to efficiently accomplish service goals.
Education
Bachelor of Science - Information Technology
KARMAVEER BHAWRAO PATIL COLLEGE
VASHI05-2019
Skills
- Investment strategies
- Financial analysis
- Market research
- Client relationship management
- Regulatory compliance
- Portfolio management
- Team collaboration
- Customer service
- Sales strategy
- Data analysis
- Strategic thinking
- Retirement planning
- Know your customer
- Financial planning
Affiliations
- VOLUNTERING
- LEADERSHIP ROLES
- READING BOOKS
- TRAVELLING
- EXPLORING AND LEARNING NEW THINGS
Languages
Hindi
First Language
English
Advanced (C1)
C1
Marathi
Advanced (C1)
C1
PASSPORT DETAILS:
- PASSPORT NO: U1092620
- DATE OF ISSUE: 19/11/2019
- DATE OF EXPIRE: 18/11/2029
- PLACE OF ISSUE: MUMBAI
PERSONAL DETAILS:
- MARITAL STATUS: MARRIED
- DATE OF BIRTH: 01/01/1998
- NATIONALITY: INDIAN
Timeline
Financial Services Consultant
ICICI PRUDENTIAL LIFE INSURANCE CO LTD
01.2022 - Current
Network Engineer
GOTOP INFOTECH (AOFY GOLD COMPANY)
11.2019 - 05.2021
Internship Student
AERUS INFOTECH
12.2018 - 01.2019
Bachelor of Science - Information Technology
KARMAVEER BHAWRAO PATIL COLLEGE
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