Arif Patel Email & Phone Number

United States

Dallas/Fort Worth Area

Dallas/Fort Worth Area

Aurangabad Area, India

Key Tasks Handled: Performed paralegal duties for three attorneys in the law department with litigation case management, case file maintenance, responding to inquiries and requests from outside counsel, gathering documents in response to discovery requests Drafted real estate transaction documents for review by attorneys which includes deeds, notes, mortgages, escrow instructions, loan agreements, security agreements, non-disturbance agreements, modifications, amendments, contractor agreements, leases, and release deeds.  Managed document assembly, coordinated due diligence, monitored critical dates, and reviewed closing binders Worked closely with title examiners to clear exceptions and obtain title insurance coverage Strategically cross examine witnesses in court. Address contract -specific matters during case and precedent research. Train Junior Lawyers in court proceedings. Worked with legal counsel and case reviewers to resolve legal complaints.

Aurangabad Area, India

Key Tasks Handled: Consistent focus on client needs and suitability, compiling information in recommending proper investment products and vehicles pursuant to individual and corporate goals and risk levels for sound decision making. Participated in ongoing training to develop techniques to strengthen client relationships and drive our value proposition. Sustained said relationships with account servicing and follow-up, analysing and fulfilling their needs. Facilitated equity, fixed income, or Mutual fund trades for our retail investors.  Exceptional grasp of market trends and strategies. Researched market to identify current and potential trends establishing risk mitigation and profit margin. Exemplary customer service provider promoting company success and relationships. Understanding of securities investments financial products governing body regulations tax laws and more. Background in recording and maintaining confidential records. Promoted and sold stock brokering services and products to new and existing clients. Managed client and company portfolios.  Managed customer portfolios and recorded all transactions by monthly statements. Verified authenticity of all documents submitted by customers. Facilitated equity and option trades upon client's request. Provided accurate financial information on fixed income, equity, option, and mutual fund products. Assisted in addressing and solving issues with the Gain/Loss & Tax Center through our third party provider. Maintained up-to-date information on reorganizations, IPO's, margin policies, option expiration for clients etc.

Aurangabad Area, India

 Sourced the entire range of systems and solutions to customer related to internet. Devised strategies to increase awareness and footfalls at the outlets. Managed accounts and supported for e commerce  Collate competitive pricing information from the market, identified gaps and developed strategies for product mix. Introduced customer’s ways to manage the customer information through data storage and data protection. Lead cross functional groups to create and evaluate new initiatives to achieve business objectives with distributors and key accounts across the region. Run economic analysis for existing and new business opportunities with the support of planning and identify gaps and strategies for improvement.

Master Of Laws - Llm, Criminology

Bachelor Of Laws - Llb

Master Of Personnel Managment, Human Resources Management/Personnel Administration, General

Bachelor Of Science - Bs, Physics, Chemistry And Computer Science