JATIN JAYSUKH LUNAGARIYA
Summary
Resourceful procurement management professional with a proven track record of high productivity and efficient task execution. Possesses specialized skills in vendor negotiations, inventory management, and cost-reduction strategies. Leverages strong communication, problem-solving, and organizational abilities along with advanced Excel proficiencyto meet tight deadlines and manage complex purchasing processes effectively.
Overview
12
12
years of professional experience
Work History
FINANCIAL ADVISOR
DERBY MARKETING LLC (EMIRATES ISLAMIC BANK)
10.2024 - Current
- Developed and executed monthly and quarterly personal loan sales goals aligned with company targets.
- Analyzed market trends and historical data to forecast achievable and stretch sales objectives.
- Conducted in-depth assessments to understand clients’ financial needs.
- Matched customers with optimal financial products, ensuring affordability and satisfaction.
- Scheduled and coordinated appointments with key contacts in HR departments of various companies.
- Built a database of prospective clients and company contacts for targeted outreach.
HASTAG INFOSYSTEM
PROCUREMENT COORDINATOR
08.2023 - 08.2024
- Ensured all operational activities were executed promptly and effectively, maintaining high standards of service delivery.
- Oversaw routine tasks including scheduling, logistics coordination, and staff supervision to ensure smooth day-to-day functioning
- Collaborated with internal teams to ensure that projects were completed on time, within scope, and budget constraints.
- Designed and implemented standardized workflows and operational processes to enhance efficiency and resource utilization.
- Monitored operational performance, identified bottlenecks, and reported inefficiencies to senior management along with actionable recommendations.
- Coordinated with external vendors and suppliers to obtain quotations, negotiate favorable terms, and maintain strong professional relationships.
WEALTH MANAGEMENT ADVISOR
MOTILAL OSWAL FINANCIAL SERVICES
08.2018 - 04.2023
- Advised clients on effective strategies for reducing debt and maximizing long-term savings.
- Developed personalized investment portfolios aligned with clients' risk tolerance, goals, and time horizons.
- Educated clients on the risks, returns, and diversification strategies across various financial instruments.
- Designed and executed structured exit strategies to assist clients in transitioning out of investments at optimal times.
- Conducted comprehensive assessments of client financial health, identifying goals and crafting tailored investment strategies.
RELATIONSHIP MANAGER
INDIA INFOLINE LTD
04.2013 - 08.2018
- Scheduled and facilitated cross-team meetings, including planning sessions, note-taking, and status updates.
- Supported management protocols, decisions, and strategic plans in alignment with the company’s structure, atmosphere, and culture.
- Conducted regular inventory counts to verify stock levels, resolve discrepancies, and forecast future inventory needs.
- Recommended qualified candidates for hiring to boost productivity and profitability.
- Communicated schedule changes effectively, escalated unplanned issues as needed, and documented resolutions to support future project planning and learning.
Education
BACHELOR OF FINANCE AND MARKETING -
MUMBAI UNIVERSITY
INDIA04-2013
Skills
- Project Management
- Public Relations
- Teamwork
- Time Management
- Leadership
- Effective Communication
- Critical Thinking
- MS Office
- Outlook
Languages
Hindi
Advanced (C1)
English
Advanced (C1)
Marathi
Advanced (C1)
Gujarati
Advanced (C1)
Timeline
FINANCIAL ADVISOR
DERBY MARKETING LLC (EMIRATES ISLAMIC BANK)
10.2024 - Current
HASTAG INFOSYSTEM
PROCUREMENT COORDINATOR
08.2023 - 08.2024
WEALTH MANAGEMENT ADVISOR
MOTILAL OSWAL FINANCIAL SERVICES
08.2018 - 04.2023
RELATIONSHIP MANAGER
INDIA INFOLINE LTD
04.2013 - 08.2018
BACHELOR OF FINANCE AND MARKETING -
MUMBAI UNIVERSITY
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