shubham arora 9953776253 infogetsetresumescom linkedin linkedincomcompanygetsetresumes financial consultant leveraging 6 years experience highimpact financial consultant proven track record identifying projects facilitating actionoriented plans help companies achieve goals financial consultant 6 years experience wide range investments 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 equally impressive results terms new business development expansion diversification profile summary proficient developing financial plans help clients achieve longterm shortterm financial goals skilled advising clients taxes retirement planning investments insurance decisions depending financial goals competent assessing certain life changes financial status changes affect clients financial plans adjusting plans accordingly responsible maintaining good relationships existing clients adapting advice strategies meet unexpected changes financial circumstances adept soliciting new clients coldcalling emailing advertising seminarhosting core competencies strategic planning information systems cost accounting startup operations due diligence finance accounting profit loss management financial statements planning debt corporate restructuring sponsorship underwriting financial analysisconsulting business forecasting mergers acquisitions market growth analyses staff management training professional experience greenlam industries itd noida financial consultant jan 2019 present establish maintain relationships individual business customers provide assistance problems customers may encounter examine evaluated process loan applications network within communities find attract new business approve reject coordinate approval rejection lines credit commercial real estate personal loans evaluate financial reporting systems accounting collection procedures investment activities make recommendations changes procedures operating systems budgets financial control functions develop analyze information assess current future financial status firms evaluate data pertaining costs plan budgets sahni natarajan bahl greater noida financial consultant apr 2016 dec 2018 resolved complex businesscustomer service issues providing recommending best possible financial solutions demonstrated ability deal diplomatically effectively internallyexternally sensitive situations applied analytical research interpret findings respond requests information audited teller cash drawers working knowledge branch systems processes gathered analyzed financialdocument data research workflow draw conclusions evaluated budgets prepared reports senior management certified company policies compliance academic credentials education mba accounting finance vips 2010 bba indraprastha university 2008 personal dossier languages known english hindi references documents available upon request shubham arora resume confidential page number 11