Upendra Kumar Giri
Noida
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
1
1
year of professional experience
Work History
Financial Advisor
Abhans Consultant Private Limited
01.2023 - 10.2023
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Collaborated with team members to streamline processes and improve overall client experience.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
Education
No Degree - Hindi
Bihar Board
Chapra, IndiaSkills
- Tax Law Expertise
- Retirement Needs
- Trend Analysis Expertise
- Client Relations
Timeline
Financial Advisor
Abhans Consultant Private Limited
01.2023 - 10.2023
No Degree - Hindi
Bihar Board
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