• Develop and maintain long-term professional relationships with clients and ensure customer satisfaction by analyzing their requirements and recommending credit solutions to meet effectiveness while preparing financial plans to suit individual clients.• Demonstrating a strong code of ethics while adhering to clients' privacy policy.• Building and executing a daily and weekly action plan to achieve financial sales targets which includes proactive calls, meeting preparations, using financial tools to uncover clients' financial needs. • Assisting clients by proposing solutions to address financial objectives such as debt management, investment planning, lending support and other financial goals.

• Collaborated closely with Assante financial advisors to provide exceptional client service, assist clients and ensuringthe seamless management of both new and existing client accounts, while cultivating and nurturing strong clientrelationships.• Assist the advisors in preparing accurate documentation including new account applications, client reviewmaterial, correspondence, risk and various summary reports.• Fulfilling Advisor’s requests and inquiries related to client’s investment accounts over the call and/or emails withutmost accuracy. Inquires can be trade related, “how to” inquiries, documents required for administrationprocedure, assistance with CRM tool.• Maintaining SLA targets as assigned to the department and proactively undertaking cross functional duties as andwhen needed• Conducting internal research on certain complicated issues related to different account and/or product andcoming up with a problem resolution in a timely manner.• Reviewing financial and non-financial processing requests and reach out to respective operation team to get itprocessed.

• Promoted to leadership position in recognition of strong work ethic and demonstrated ability to provide exceptional customer service.• Mentored newly hired employees on all the stations including customer service, safety protocols and company policies.• Key responsibility on this position is to train newly hired crew about company policies and procedure and teach them about cleaning and food safety.• Proficiently handled the customer complaints and increased the level of customer satisfaction of the store.

Symbiosis Prints is a textile firm in which I was handling sales & distribution. I have the experience of solving customer queries, having follow up with customer regarding product satisfaction and also gathering information about customer requirement for developing new products.