VISHNU PRASAD EP
DUBAI,UAE
Summary
- Goal-driven Financial Advisor successful in building customer base and increasing revenue. Bringing 5 years of experience in financial services field.
- Emerging Financial Advisor driven to learn from industry best and exceed expectations. Highly energetic and eager to meet customer needs with knowledgeable support.
- Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
6
6
years of professional experience
Work History
Financial Advisor
Numera Marketing management
Dubai, UAE
12.2022 - Current
- Executed accurate reporting to analyse options and make recommendations.
- Liaised with estate agents, solicitors and valuers to provide holistic advice to clients on money management.
- Negotiated better financial deals with providers on behalf of clients.
- Assisted clients with planning for and funding retirements using various types of investments.
- Built and maintained client base by successfully managing and updating client portfolios.
- Advised high net worth customers and insurance department management.
Manager
Floe.LLC
Ajman, UAE
02.2017 - 09.2022
- Upskilled staff through targeted training opportunities, enhancing team capabilities.
- Conducted audits and risk assessments to achieve regulatory compliance.
- Developed strong teams by skilfully recruiting, orienting and training loyal, hard-working employees.
- Addressed customer issues with compassion and professionalism, ensuring swift, successful resolution.
Education
Bcom - management&commerce
IEC University
Himachal PradeshSkills
- Investment advice
- Sales expertise
- Relationship building and management
- Investment planning
- Trend analysis expertise
- Increasing savings
- Stock market understanding
- Developing financial plans
Additional Information
Visa Status: own visa
Passport No: X9006968
Expiry Date: 28-05-2033
Languages
English
Fluent
Hindi
Fluent
Malayalam
Native
Tamil
Fluent
Timeline
Financial Advisor
Numera Marketing management
12.2022 - Current
Manager
Floe.LLC
02.2017 - 09.2022
Bcom - management&commerce
IEC University
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