YAKSH SEHGAL
Sr. Financial Advisory Support
New Delhi
Summary
Versatile and analytic individual with a practical hands-on approach. A strong ability to quickly establish rapport with people from diverse backgrounds. Creative, resourceful and flexible, able to adapt to changing priorities and maintain a positive attitude and strong work ethic.
Overview
9
9
years of professional experience
4
4
Certifications
Work History
Sr. Financial Advisory Support
Ameriprise Financial
04.2022 - Current
- Assist financial advisors in servicing clients through operational and analytical support
Ensure new business paperwork is successfully prepared & submitted. Eg. MAAR applications, e-forms etc. - Protect Client data and confidentiality; prioritize and perform work in accordance with established processes / procedures.
Maintaining social media platforms (Facebook & LinkedIn) with relevant and timely posts - Updating team website when necessary
Client outreach functions
Manage administrative client correspondence through emails and phone, such as:
o to set up or confirm a meeting appointment date,
o to acknowledge/send greetings,
o to invite for an event,
o to ask them to sign up for Total view, Secure Site,e-Signature, e-delivery.
o Contact client to gather factual, client-level profile information, such as age address, income and
marital status
o Contact client to confirm existing (not new) account-level information such as liquidity needs, risk
tolerance, investment timeframe, for suitability purposes.
o Assist clients in data gathering for FP through emails - Participated in networking events to foster new business connections and referrals.
- Utilized advanced analytical tools to evaluate risk profiles, guiding clients towards suitable investments.
- Contributed to team meetings by sharing knowledge on industry trends and best practices for advising clients.
- Assisted in training new interns by sharing expertise in financial advisory services.
- Developed strong relationships with clients through clear communication and understanding of their financial goals.
- Assisted in the development of marketing materials to attract new clientele and grow the business.
Analyst (Personal Banker)
RBS SERVICES PVT. LIMITED
2 2018 - 04.2022
- Resolving client queries through digital mode
- Collaborating with various business teams to ensure best service to clients
- Investigating Risk assessment for clients and providing them with solutions to prevent exposure
- Offering new products to clients as per dynamic market instruments.
- Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Leveraged advanced knowledge of banking products/services to deliver custom presentations that effectively addressed unique client needs.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
Operations Representative
Concentrix
07.2017 - 09.2017
- Communicating with clients and customers about their issues in relation to our products
- Keeping a view of return, refunds and replacement of the products
- Being present for the customer 24/7
- Trying to resolve customer query at first point of contact.
Internship with R.K Khattar and company
06.2015 - 07.2015
- Summer internship with Chartered accountant Firm
- Worked on bills, ledger making
- Working on Tally 9.
Education
B.COM -
Delhi University
Senior Secondary - undefined
Father Agnel School, Delhi (Commerce)
Higher Secondary - undefined
Father Agnel School, Delhi (General Subjects)
Skills
Time Management
Analytical Thinker
Eyes for Details
Customer Service
Team Collaboration
Project Support
Financial Planning
Certification
Professional Chartered Banker Certification (Certification CBI,UK)
Accomplishments
- AAG Outstanding Operations Award Nominee for 2023
- Won Ultimate Digital Experience Award ( 2023)
- Won Ameriprise Client Experience Award (2023)
- Won DIGITAL CHAMP award in RBS for excellence in customer service.
- Received Star Reviews from customers.
- Played pivotal role in YES CHECK PROJECT on global level.
Timeline
Professional Chartered Banker Certification (Certification CBI,UK)
05-2022
Sr. Financial Advisory Support
Ameriprise Financial
04.2022 - Current
Customer In Vulnerable Situation
06-2021
Agile Certification
10-2020
Operations Representative
Concentrix
07.2017 - 09.2017
Internship with R.K Khattar and company
06.2015 - 07.2015
Analyst (Personal Banker)
RBS SERVICES PVT. LIMITED
2 2018 - 04.2022
B.COM -
Delhi University
Senior Secondary - undefined
Father Agnel School, Delhi (Commerce)
Higher Secondary - undefined
Father Agnel School, Delhi (General Subjects)
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