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    Resume Update

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    sridhar
    Professional with over 14 years of experience in financial services including portfolio management, trading, securities, insurance, and back office operations. Seeks a position that utilizes skills in client relationship management, product presentations, and strengthening relationships. Possesses strong communication abilities and expertise in various software applications.

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    © All Rights Reserved
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    Resume Update

    Uploaded by

    sridhar
    55 views4 pages
    Professional with over 14 years of experience in financial services including portfolio management, trading, securities, insurance, and back office operations. Seeks a position that utilizes skills in client relationship management, product presentations, and strengthening relationships. Possesses strong communication abilities and expertise in various software applications.

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    RESUME UPDATE

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    Professional with over 14 years of experience in financial services including portfolio management, trading, securities, insurance, and back office operations. Seeks a position that utilizes skills in client relationship management, product presentations, and strengthening relationships. Possesses strong communication abilities and expertise in various software applications.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    55 views4 pages

    Resume Update

    Uploaded by

    sridhar
    Professional with over 14 years of experience in financial services including portfolio management, trading, securities, insurance, and back office operations. Seeks a position that utilizes skills in client relationship management, product presentations, and strengthening relationships. Possesses strong communication abilities and expertise in various software applications.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
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    AREEFIKBAL

    # 6,3rd floor, 2nd Cross, MVR Block,J C Nagar Mobil No : 6361433132

    Bangalore - 560006. E-mail id: [email protected]

    SUMMARY:

    Professional with over 14 years experience in the financial service industry. Experienced in the areas of
    portfolio management, trading, securities ,insurance and back office operations. Possess the ability to
    multi-task, team handling, a strong attention to detail and excellent decision-making skills.

    EXPERIENCE:

    BHARTI AXA LIFE INSURANCE COMPANY LTD, Bangalore

    Business Manager

    AUG 2017 to OCT 2017

     To have appointment with clients

     To give presentation about the Insurace product like term plan and traditional plan

     To motivate clients to invest in Long term plan,stort term plan and tax save plan

     To fulfill clients needs

     To clarify clients queries

     To check KYC norms

     Strengthening relationship with key clients

     Responsible for developing new client

    FORTUNE TRADING CORPORATION LTD, Bangalore

    FRANCHISE

    Relationship Manager

    OCT 2011 to JUN 2017

     To have appointment with clients


     To give presentation about the Fortune trading corporation

     To motivate clients to invest in Stock Market (Equity,commodity )

     To fulfill clients needs

     To clarify clients queries

     To check KYC norms

     Strengthening relationship with key clients

     Responsible for developing new client

     Handling portfolio management and client aquatiotion and revenue generation.

    RELIGARE SECURITIES LTD., Bangalore

    Relationship Manager

    MAR 2008 to AUG 2011

     To give presentation about the Religare Securities ltd

     To motivate clients to invest in Stock Market (Equity,commodity,Insurance )

     To fulfill clients needs

     To clarify clients queries

     To check KYC norms

     Strengthening relationship with key clients

     Responsible for developing new client

     Handling portfolio management and client aquatiotion and revenue generation.

    ICICI BANK LTD

    Relationship Manager

    Jan 2005 to Mar 2008

     To have appointment with clients

     To give presentation about ICICI Bank ltd

     To opening saving & current acconts.


     To fulfill clients needs

     To clarify clients queries

     To check KYC norms

     Strengthening relationship with key clients

     Responsible for developing new clien

    QUALIFICATION HIGHLIGHTS:

     Bsc computer science

    Anjuman Degree College in Bijapur2004

     Dharwad University.

    TECHNICAL EXPERTISE:

     Operating Systems: MS-DOS, Windows

    Applications: MS-Office

    PERSONAL DETAILS

     Date of Birth : 07-03-1979


     Marital Status : Married
     Languages Know : English,Hindi,Kannada ( To Read,write &Speck )

    STRENTHS

     Good communication skills,fast learner(Any new Technologies).


     Good at analytical & logical skill friendly nature & adjustable to any kind of team
     Highly creative with good knowledge
    DECLARATION

    I here by declare that the information given above is true to the best of my knowledge and belief.

    Date:

    Place: Bangalore. (Areefikbal)

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