Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Jimit Talekar

Summary

Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies. Financial Service Associate with background in sales and understanding of how to build client loyalty. Dependable professional with dynamic communication skills. Proven success in streamlining Type processes for optimized support and Type work. Accomplished Broker adept at growing business through deep knowledge of Industry and strong relationship-building abilities. Leveraging over Number years of experience to generate profits and dividends. Job Title with Number years of experience in buying and selling securities. Demonstrated expertise in creating financial plans for individuals and organizations. Talented at presenting investment options based on customer needs and risk tolerance. Successfully retained clients by exceeding service expectations to increase customer satisfaction. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

5
5
years of professional experience

Work History

Forex-trader

Self employed
10.2023 - Current

Managing risks and portfolio

maintaining the equity and generating profits to the ratio of the risks

Providing technical analysis based on Smart money concept to the team

Identification of key liquidity and inducements

Premium Account Manager

Aus Global
03.2023 - 06.2023
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.
  • Converting proteintial leads to clients

Credit Card and Loan Agent

Infinite Financing Brokers
08.2021 - 10.2021
  • Improved loan processing efficiency by streamlining procedures and implementing digital tools.
  • Enhanced customer satisfaction with timely updates on loan application status and addressing client concerns.
  • Developed strong relationships with clients, resulting in increased repeat business and referrals.
  • Collaborated with underwriters to expedite loan approvals and secure better terms for clients.
  • Clearing clients issues with credit beuro

Digital Marketing Intern

GHP laboratory
01.2020 - 02.2021
  • Scraping list of data from various websites of the companies and organizations
  • Developing PowerPoint presentation for the company
  • Extracting useful information from company websites and providing to the marketing team

Education

Post Graduation - Information Technology

Amity University
India
01-2021

Science

Nios
India
05.2014

Skills

  • Task Prioritization
  • Analytical and Critical Thinking
  • Verbal Communication
  • Troubleshooting
  • Project Planning
  • Organizational Skills
  • Analytical Thinking
  • Google Drive
  • Public Speaking
  • Clerical Support
  • Self-Directed
  • Time Management
  • Calm Under Pressure
  • PPE use
  • Attention to Detail
  • Cultural Awareness
  • Remote Office Availability
  • Dependable and Responsible
  • Teamwork and Collaboration

Languages

English
Proficient
C2

Timeline

Forex-trader

Self employed
10.2023 - Current

Premium Account Manager

Aus Global
03.2023 - 06.2023

Credit Card and Loan Agent

Infinite Financing Brokers
08.2021 - 10.2021

Digital Marketing Intern

GHP laboratory
01.2020 - 02.2021

Post Graduation - Information Technology

Amity University

Science

Nios
Jimit Talekar