Enterprising Financial Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships. Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.
Skills
Data Collection & Research
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Work History
Financial Analyst
XL Dynamics India Pvt Ltd
Kolkata, WEST BENGAL
12.2020 - 09.2022
Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
Orchestrated client-centered financial packages factoring in current market trends.
Developed and deepened client relationships to cement profitable partnerships.
Evaluated investment potential of companies with thorough assessments of historical data, operational activities and future objectives.
Promoted successful investment plans with well-organized and smooth presentations.
Analyzed and processed project specifics before capital deployments.
Used relevant financial technology to generate reports and recommended courses of action to upper management.
Reviewed financial reports and streamlined operations to increase productivity and company profits.
Junior Phone Banker
HDB Financial Services Ltd
KOLKATA, WEST BENGAL
06.2018 - 11.2020
Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
Helped customers prepare documents required to complete transactions and process requests.
Presented products and services to customers using in-depth knowledge to answer questions.
Worked with diverse product development teams to create software for qualitative structured solutions to validate and model emerging markets.
Increased company revenue 80% by selling various investment products.
Maintained friendly and professional customer interactions.
Calculated fees due, interest and change for customer transactions.
Customer Service Associate
Vodafone Mobile Services Ltd
Kolkata, WEST BENGAL
09.2015 - 06.2018
Developed and actualized customer service initiatives to decrease wait times.
Offered basic technical support for clients on wide range of company products.
Achieved high satisfaction rating through proactive one-call resolutions of customer issues.
Boosted sales revenue by skillfully promoting diverse service options.
Collaborated with store management and program leadership to suggest actionable improvements and corrective action plans.
Developed community reputation through commitment to customer satisfaction and strong client relationships.
Informed customers about special promotions and provided detailed information for various products.
Executes excellent sales floor merchandising and selling.