Resume For Financial Consultant (Consumer Markets)
956/6, Gandhi Nagar,
Delhi – 110011
(+91-11) 456 789
XYZ FINANCIAL CONSULTANTS, Princeton, NJ
July 1990- Present
Financial Consultant, Consumer Markets
Developed Sll million client base through aggressive prospecting campaign.
Successfully built portfolios that include stocks, bonds, options, and insurance products for more than 450 clients.
Implemented financial plans and operations through account development and growth.
October 1988-July 1990
Worked directly with the firm’s top producer, profiling high net worth individuals for future business.
Generated $20,000 in commissions for top producer through new account openings.
Analyzed existing portfolios, assisting in development of accounts.
September 1986-October 1988
Customer Account Representative
Supervised more than 3 5,000 accounts in the areas of trade settlement, NASD regulations, and customer inquiries.
Reported recommendations to upper management.
Acted as liaison between sales force and New York operations.
Successfully completed XYZ Financial Consultant Sales Training and Advanced Training programs at Princeton, NJ, headquarters.
Licensed in Series 6,7,63 and health and life insurance.
IONA COLLEGE, Iona, NY
Bachelor of Arts degree in Economics, 1988
Concentration: Business Management
Lotus 1-2-3, JERSEYPRO, IBM compatible.