career objective

results-driven banking and finance specialist eager to contribute expertise in project management, internal team-building, and customer service towards supporting the employer in optimizing performance

profile

ø  solid customer service, portfolio analysis, business development, product testing and rollout, and m&a transitions management experience in the financial industry

ø  facilitate client-focused, service-oriented environment vital to maximizing customer satisfaction

ø  define, develop, and execute strategies to boost broad-scope business performance; sharp analytical acumen

ø  strategically plan and coordinate workflow and human resources for optimal coverage while containing labor costs

ø  dynamic communication, presentation, negotiation, and relationship management skills; bilingual in english / hindi, basic korean language skills

professional experience

hotel management consultant, nab hospitality, llc, newark, de                                                                      4/08 c 12/08

• played an integral role in assisting business transition to achieve increased profitability, operational efficiency, and guest satisfaction
• implemented daily five-minute meeting/training sessions, as well as weekly and monthly meetings, addressing corporate policies, franchise requirements, and specific goals with the leaders of each department
• worked with sales teams on establishing and meeting goals, trained personnel on maintaining weekly and monthly sales logs, managed inventory control efforts and introduce new system to cut wasteful spending
• assisted with migrating accounts from quickbooks to citrix-based software and migrating hotel numbers from excel spreadsheets to web-based software; trained employees on new systems

 

citi smith barney, wilmington, de
training specialist / team leader                                                                                                                      4/07 c 3/08

• in recognition of superior performance, steadily progressed within company and promoted to positions across varied arenas within the bank; ultimately achieved leadership position responsible for training new employees and contributing to product testing / process improvement teams
• facilitated the onboarding of newly acquired financial advisors with $150m+ in managed assets, trained new citi team members on products and policies, and investigated and efficiently resolved outstanding client issues
• entrusted with managing numerous projects in the absence of the manager and traveled nationwide with regional sales directors to introduce new products at individual branches; trips included week-long multiple-city tours  reaching thousands of attendees
• recipient of ias experience award for exemplary achievement (9/07)

senior sales liaison                                                                                                                 10/05 c 3/07 and 9/99 c 3/02

• assisted financial advisors with all functions, including utilizing marketing tools, connecting with regional sales directors, monitoring account performance, and coordinating billing and other operational procedures
• collaborated with it department and product manager to execute pre-launch systems tests; additionally provided ongoing feedback to continually improve existing systems
• granted special recognition for extraordinary performance (10/06)

information analyst                                                                                                                                          4/02 c 10/02

• created investment proposals for institutional clients, provided advisement on banking products to meet targeted rate of return, investigated and resolved any data-related issues, prepared accurate quarterly financial reports for client accounts, and assisted financial advisors with any other needs
• actively conducted pre-rollout testing and led project testing teams, presented training seminars on new financial product rollouts, contributed to design of new intranet website, assisted with uploading training manuals, and directed merger transition and technological change training programs

 

accounting clerk, goldey-beacom college, wilmington, de                                                                               8/98 c 8/99

• applied strong financial management skills and knowledge of accounting practices toward assisting the college in maintaining accurate records

education

master of business administration, finance concentration, goldey-beacom college, wilmington, de                          2001

 

bachelor of science in business administration, accounting major, south gujarat university, surat, india                                                                                                                                                                                                   1998

• gold medal in business law              
  
  

 

 

date

 

 

 

hiring agent name

title

company name

address

city/state/zip code

 

dear__________________:

 

i am currently seeking a challenging career opportunity as a insert specific job title and am submitting my resume for your review.  in advance, thank you for your time and consideration.

 

as demonstrated in the accompanying resume, my professional qualifications include extensive experience in the financial industry, as well as additional experience as a business consultant and an accounting clerk.  i excel at analyzing investment portfolios and solving complex problems, and am adept at developing winning presentations.  my unique blend of business and interpersonal relations skills has consistently proven instrumental to my success.  to complement this background, i hold an mba in finance.

 

as an employee, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance.  i am confident that i could be a valuable asset to your firm, and look forward to interviewing with you in the near future.

 

sincerely,

 

 

 

yyyyyy x. yyyyyy

 

date

 

 

 

contact name

company name

address

city/state/zip code

 

dear _______________________________:

 

i would like to thank you for providing me the opportunity to interview with you and discuss the exciting a insert specific job title position currently available with your company.  having gained a deeper insight into the job requirements and your objectives, i am confident you will find me a valuable asset in achieving your goals.

 

as discussed, i am an enthusiastic, disciplined team player eager to launch a successful career as a dedicated member of your staff.  i believe you will find my dynamic analytical, presentation, and project management skills vital to your operations and look forward to contributing to your success.

 

should you have any additional questions, or to discuss future employment opportunities, please feel free to contact me at your earliest convenience.  again, thank you for the enlightening interview.  i look forward to your response.

 

sincerely,

 

 

 

yyyyyy x. yyyyyy