Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

SAI KUMAR GOUD GUDALA

Hyderabad

Summary

Wealth Advisor with a strong focus on personalized financial planning and investment analysis. Established history of developing effective financial strategies that enhance client portfolios and drive measurable results. Skilled in building relationships with clients from various backgrounds, delivering insightful investment advice to support financial aspirations. Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Wealth Advisor

PRIVATE
HYDERABAD
05.2017 - Current
  • Associated with various construction companies, such as Aaditri, Hallmark, Greenmark Developers, etc.
  • Developed personalized financial plans for high-net-worth clients.
  • Analyzed market trends to inform investment strategies and recommendations.
  • Facilitated meetings between clients and other professionals such as attorneys or accountants when necessary.

Customer Care Officer

GIRIDHARI CONSTRUCTIONS
HYDERABAD
03.2013 - 06.2015
  • Resolved customer inquiries through effective communication and problem-solving strategies.
  • Maintained accurate records of customer interactions within database system.
  • Responded promptly to incoming customer phone calls seeking assistance.
  • Collaborated with various departments to ensure swift resolution of customer issues.

Education

High School Diploma -

Jesus Mary High School
KARDANUR, HYD
03-2009

Skills

  • Personalized financial planning
  • Investment analysis
  • Client portfolio management
  • Risk assessment
  • Market trend analysis
  • Customer relationship management

Certification

  • Had Appriciation from GIRIDHARI CONSTRUCTIONS as an Good customer care service in sales & Property Maintanance

Languages

Telugu
First Language
English
Proficient (C2)
C2
Hindi
Upper Intermediate (B2)
B2

Timeline

Wealth Advisor

PRIVATE
05.2017 - Current

Customer Care Officer

GIRIDHARI CONSTRUCTIONS
03.2013 - 06.2015

High School Diploma -

Jesus Mary High School

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SAI KUMAR GOUD GUDALA