Sunil Arora, Cfp®, Mba Email and Phone Number

I have been working in the financial services industry since 2006, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals. I hold a Masters degree in Management from Lal Bahadur Shastri Institute of Management, Delhi, India.I also hold the Certified Financial Planner (CFP) designation offered by the Financial Planning Standards Council.I look forward to working with you.

◾Successfully built and managed a portfolio of diversified clients with average assets of $2 million each ◾Proactively acquired new clients and established trust by creating customized financial solutions based on specific goals and objectives.◾Assessed the requirements of the high-net worth clients, including both personal (including family) needs and business needs.◾Displayed high degree of consistency in advice and recommendations to manage risk and enhance customer service experience.◾Administered compliance and control standards to ensure quality in deliverable for the organization.◾Managed customers’ needs and aspirations with zero complaints and offered varied products on banking and credit to cater to the customized needs of the customers◾Established and implemented wealth accumulation and management strategies to achieve life goals for the clients.◾Using advanced business marketing techniques for building a wealth management practice focused on High networth individuals.

◾ Grew client relationships by 40% + annually through customer acquisition and effective relationship management skills.◾ Generated on average annual revenue of $300,000 revenue with 20% + growth year on year.◾ Efficiently monitored, tracked and reviewed complex investment portfolios based on changing market dynamics and revised financial plans as required◾Administered high degree of consistency in advice and recommendations to manage risk and enhance customer service experience.◾Mentored new advisors to ensure similar and consistent service delivery for the organization.◾Developed financial plans for the prospective customers by implementing financial planning resources and tools◾Conducted financial analysis and research to recommend products and services that can be profitable for the customers in terms of investments◾Collaborated with clients to preserve wealth and optimize the conversion of assets into income that will meet life long, life-style expectations.

◾Created a loyal base of elite customers with surplus wealth of $1 million & above ◾Acquired new customers through referrals and generated leads for the team.◾Drawn on the knowledge of specialists in the fields of tax, accounting, real estate and law for specific client requirement.◾Established realistic goals and making recommendations leading to the creation and implementation of an optimal comprehensive life-long wealth management plan.◾Arranged to buy & sell stocks, securities, bonds, insurance policies et al as per requirement.

◾Awarded the best financial advisor for over achievement in all planned targets◾Acquired the highest number of customers in the firm◾Developed most relationships across portfolio to gather highest assets and revenues.◾Assessed risk profile for Clients & determining financial objectives to achieve their long term & short term goal.◾Developed financial plan for the prospective clients based on their need assessment, aspirations and cash flows.◾Coordinated transactions, executing advice for Clients with asset management fund houses & managers.

◾Managed a diversified portfolio of $10 million across more than 200 customers by serving their day to day banking, credit and investment requirements.◾Average revenue growth of 30% in 3 years in the portfolio◾Delivered effective presentations to customers and business partners on deposit and credit products◾Disciplined in updating customer files and CRM system to ensure timely updates and value added information to the customers◾Conducted comprehensive portfolio reviews to reevaluate objectives & projected portfolio performance.◾Demonstrated ability to up sell bank and insurance products to deepen customer relationships