mohd imran 9953776253 infogetsetresumescom linkedin linkedincomcompanygetsetresumes personal finance officer leveraging 12 years experience personal finance officer proven track record identifying ideas facilitating actionoriented plans support corporate growth objectives savvy skilled personal finance officer 12 years comprehensive investment expertise maintains track record generating tailored financial strategies match clients needs manages various portfolios meticulous attention ongoing economic trend analysis identify optimum asset allocation successful assessing commercial investment opportunities well swiftly grasping companies markets strong performance new business development growth diversification profile summary expertise creation financial analyses help organization make critical decisions based finances experienced financial modelling forecasting complicated analysis knowledge quantitative analysis breakeven models riskmitigation measures required expert analyzing financial statements budgets discover revenue expense cash flow difficulties highly proficient identifying monthly increases manufacturing expenses realized costs result product supply shortage alleviated bringing additional vendors responsible managing acquisitions initiatives assessing firm finances due diligence expert analyzing accounts payable payroll taxes ledger journal construct forecasting models budgeting core competencies portfolio management risk assessment profit optimization strategic relationships financial analysis account management professional experience greenlam industries ltd noida personal finance officer team building market analysis trend forecasting 1 economic assessment resource management financial research jan 2019 present used expertise tax investment techniques securities insurance pension plans real estate developed implemented financial plans individuals enterprises organisations interviewed customers establish assets liabilities cash flow insurance coverage tax status financial goals analyzed financial situation client produced financial plan based data discussed choices client prepared submitted documentation implement chosen plan kept touch customer amend plan depending changing needs market changes responsible qualifying leads inbound phone calls quickly building rapport providing comprehensive information products services answering questions listening attentively understand evaluate clients need debt relief propose solutions building strong client relationships improved retention increased referrals exceeding aggressive forecast sales goal volume generating exponential amounts profit company profiling analyzing investment products develop customized financial strategies clients financial needs comparing liquidity profitability credit histories establishments evaluated similar establishments industries geographic locations answering clients questions purposes details financial plans strategies interviewing clients determine current income expenses insurance coverage financial objectives risk tolerance information needed develop financial plan sahni natarajan bahl greater noida personal finance officer apr 2015 dec 2018 supported preservice process providing coverage verification authorization scheduled services communicated clearly patient patient designee insurance coveragesbenefits patient financial obligations impact unpaid services ensured service orders patient statuses resulting financial obligations updated system verified accuracy insurance information conducting patient account assessments mohd imran resume confidential page 1