VIGNESHWARAN SAMBANDAM
PAPANASAM
Summary
Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Over 8 years of success supporting client financial goals through astute investment guidance. Focused Financial Advisor handles wide range of financial needs, from retirement planning to insurance decisions. Decisive planner with understanding of marketing and sales strategies driving business growth.
Overview
16
16
years of professional experience
Work History
Financial Advisor
LIC OF INDIA
KUMBAKONAM
11.2016 - Current
- Developed financial plans and strategies tailored to clients' individual needs.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Advised high net worth individuals on complex wealth management issues related to trusts, estates, asset protection planning, philanthropy.
- Provided advice on tax-advantaged investment opportunities.
- Facilitated client meetings to discuss portfolio performance and suggest modifications as needed.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Provided ethical, objective and holistic financial planning advice to clients.
Shift Manager
SAINSBURYS HYPERMARKET
LONDON
03.2012 - 12.2014
- Monitored store operations to ensure compliance with company policies and procedures.
- Conducted daily shift meetings to review sales goals, safety issues, promotions, and other topics.
- Investigated customer complaints regarding merchandise quality or availability promptly.
- Provided coaching and guidance to team members when necessary to improve performance.
- Managed the scheduling of staff shifts to ensure adequate coverage at all times.
Team Leader
SAINSBURYS HYPERMARKET
LONDON
05.2008 - 02.2012
- Coordinated team activities and delegated tasks to ensure efficient completion of projects.
- Conducted regular performance reviews to assess individual team member progress.
- Facilitated communication between cross-functional teams within the organization.
- Offered training and support to keep team members motivated and working toward objectives.
- Delegated daily tasks to team members to optimize group productivity.
Education
Master of Science - Automotive Engineering
UNIVERCITY OF HERTFORDSHIRE
UNITED KINGDOM06-2010
BE - Mechanical Engineering
ANJALAI AMMAL MAHALINGAM ENGG COLLEGE
KOVILVENNI05-2006
High School Diploma -
MANI MATRICULATION HR SEC SCHOOL
KABISTHALAM07-2002
Skills
- Understanding tax law
- Advising on investments
- Developing financial plans
- Sales follow-up
- Making insurance decisions
- Financial Advising
References
References available upon request.
Timeline
Financial Advisor
LIC OF INDIA
11.2016 - Current
Shift Manager
SAINSBURYS HYPERMARKET
03.2012 - 12.2014
Team Leader
SAINSBURYS HYPERMARKET
05.2008 - 02.2012
Master of Science - Automotive Engineering
UNIVERCITY OF HERTFORDSHIRE
BE - Mechanical Engineering
ANJALAI AMMAL MAHALINGAM ENGG COLLEGE
High School Diploma -
MANI MATRICULATION HR SEC SCHOOL
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