Anuj Acharya
St. Louis,MO
Summary
Data Analytics and Business Administration professional with a proven ability to adapt and excel in new environments. Skilled at quickly acquiring knowledge and implementing it effectively. Passionate about continuous learning and navigating change.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Financial Planning Analyst
Phase Financial-Northwestern Mutual
Clayton, US
09.2022 - Current
- Supports senior team members by creating financial plans and helping prepare materials needed for client meetings and follow-ups.
- Analyzes client information and prepares reports and presentations.
- Enters information into financial planning software and prepares draft plans as needed.
- Research products' carriers and their pricing.
- Analyze products, prices, and their benefits to provide the best solution for the client.
- Enter or update cost basis information.
- Assists in generating performance reports.
- Utilize various systems, such as CRM, ERP, and MS-Office.
- Developed comprehensive financial plans including retirement planning, cash flow management, investment strategies and tax minimization strategies.
- Assisted with the development of new products or services related to financial planning.
- Prepared reports summarizing client's portfolio performance against benchmarks and other relevant metrics.
- Reviewed client's current insurance coverage for adequacy and cost effectiveness.
- Prepared complex spreadsheets for forecasting future income, expenses, investments, taxes.
- Simplified complex financial terminology and concepts to support client comprehension and informed decision-making.
- Enforced compliance with state and federal regulations, statutes and company policies.
- Analyzed budgets and implemented action plans to rectify issues.
- Developed financial analysis reports and presentations by applying acquired financial principles.
Sr. Associate/Sales
Concentrix
Arnold, US
01.2020 - 01.2021
- Utilized complex problem-solving skills when handling inbound and outbound customer calls and internet communication to develop and evaluate options, and implement solutions.
- Goal-oriented focus when assisting with escalated or non-standard conflicts, with broad product and services knowledge.
- Team-building skills, when communicating product knowledge, are important when colleagues need assistance.
- Utilizing an insurance CRM system when conducting a positive, consultative sales approach for prospective customers with their insurance needs.
- Developed and implemented strategies for increasing customer satisfaction.
- Provided direction and guidance to junior associates on complex tasks.
- Maintained up-to-date knowledge of industry trends and regulations.
- Resolved customer inquiries in a timely manner while adhering to service level agreements.
- Maintained responsibility for all inquiries, concerns and complaints, resolving matters effectively and to satisfaction of customers.
- Maintained positive working relationship with fellow staff and management.
- Handled incoming calls and directed callers to appropriate department or employee.
Assistant Manager
Xpress Mart
St. Louis, US
01.2017 - 01.2020
- Employee relationship-building skills when helping to train new cashiers and workers by developing a constructive and cooperative working rapport.
- Resolved conflicts between team members in an effective manner.
- Maintained up-to-date knowledge of company products and services.
- Organized training sessions for new hires to familiarize them with the workplace environment.
- Supervised daily operations including scheduling shifts, assigning duties.
- Identified cost-saving measures that could be implemented without compromising quality standards.
- Resolved customer inquiries and complaints requiring management-level escalation.
- Delegated work to staff, setting priorities and goals.
- Recruited and trained new employees to meet job requirements.
- Adaptability in diminishing conflict in high-pressure situations while maintaining a calm composure.
- Handling cash and POS system with knowledge of product and customer base.
- Assisted owner in project management by creative problem-solving in increasing productivity.
- Provided guidance and support to junior staff members on daily tasks, projects, and objectives.
- Assisted in the development of operational strategies to ensure efficient and productive operations.
Cashier/Sales Associate
7-Eleven
New York, US
01.2016 - 01.2017
- Maintain knowledge of consistently changing sales, promotions, and discounts.
- Loss prevention implementation, with recognizing and reducing security risks and thefts.
- Time management skills, with maintaining everyday store operations, such as cash handling, organizing, and stocking.
- Operated cash register efficiently and accurately, processed payments by cash, check, credit card, gift card or automatic debit.
- Trained new team members in cash register operation, stock procedures, and customer services.
Library Assistant
Fontbonne University
St. Louis, US
01.2015 - 01.2016
- Interpersonal communication when assisting students with inquiries, including onboarding onto the library website, and relevant research recommendations.
- Organized shelves, book displays, and other library areas according to established guidelines.
- Maintained accurate records of circulation activities including check-ins and outs and overdue items.
- Maintained well-rounded knowledge of automated library systems and reference data to share with patrons and visitors.
- Utilizing a CRM system in assisting students with updating confidential information.
- Data entry experience with maintaining accurate record of ingoing and outgoing domestic book shipments.
- Processed interlibrary loan requests for patrons.
Office Assistant/Customer Service Representative
Multipurpose Co-operative Society Ltd
Kathmandu, NPL
01.2013 - 01.2014
- Helping customers with inquiries about balances, interest rates, and handling new accounts.
- Assisting with complex forms for customers with various needs and goals for their future finances, and helping them match their ideal account.
- Organizational and time management skills, with data entry using modern Palomino CRM.
Internship
Kist Bank Ltd
Kathmandu, NPL
03.2007 - 09.2007
- Detail-oriented customer service in assisting with complex paperwork.
- Maintaining ongoing knowledge exchange rate between worldwide currencies, internship bank.
- Provided support to customers on various banking services such as loans, deposits and other transactions.
- Developed a comprehensive understanding of the bank's policies and procedures related to customer service.
- Performed data entry tasks for maintaining accurate records of customer accounts.
- Created documents for loan applications and assisted customers in completing them accurately.
- Updated database with account information provided by customers during transactions.
- Organized files containing confidential information related to clients' accounts.
Education
Master of Science - Data Analytics
Southern New Hampshire University
Manchester, NH05.2020
BBA - Finance and Marketing
Nobel College, Pokhara University
Kathmandu10-2012
Skills
- Customer service
- Sales experience
- Microsoft Office
- Business Management
- Data Analysis Skills
- Accounting
- Finance Concepts
- Statistics
- Data collection
- Analytics
- Forecasting
- Administrative experience
- Project Management
- Financial analysis
- R-Programming
- Communications
- Computer Skills
- Retail sales
- Proofreading
- Data Analytics
- Inventory control
- Supervising experience
- Management
- Store management
- Power BI
- Business Analysis
- QlikView
- Communication skills
- Financial planning
- CRM software
- ERP systems
- Presentation skills
- Financial modeling
- Advanced Excel
- Financial plan preparation
- Retirement planning
- Cash Flow Management
- Strategic financial planning
- Basic SQL skills
- Tax law familiarity
- Research and analysis
- Portfolio Management
- Technical aptitude
- Creativity and Innovation
- Debt management strategies
- Report writing abilities
Certification
- Life Insurance License
- Health Insurance License
Languages
- English, Fluent
- Nepali, Fluent
- Hindi, Fluent
Personal Information
Work Permit: Authorized to work in the US for any employer
Assessments
- Analyzing data, Proficient, 06/22
- HR: Compensation & benefits, Proficient, 11/20
- Technical support: Customer situations, Proficient, 05/22
- Business math, Proficient, 12/23
- Data entry: Attention to detail, Proficient, 05/21
- Attention to detail, Proficient, 06/22
- Inside sales, Proficient, 05/24
- Sales skills, Proficient, 05/24
- Spreadsheets with Microsoft Excel, Proficient, 07/21
- Project timeline management, Proficient, 06/20
- Scheduling, Proficient, 06/22
- Administrative assistant/receptionist, Proficient, 07/21
Languages
English
Full Professional
Hindi
Full Professional
Nepali
Native/ Bilingual
Timeline
Financial Planning Analyst
Phase Financial-Northwestern Mutual
09.2022 - Current
Sr. Associate/Sales
Concentrix
01.2020 - 01.2021
Assistant Manager
Xpress Mart
01.2017 - 01.2020
Cashier/Sales Associate
7-Eleven
01.2016 - 01.2017
Library Assistant
Fontbonne University
01.2015 - 01.2016
Office Assistant/Customer Service Representative
Multipurpose Co-operative Society Ltd
01.2013 - 01.2014
Internship
Kist Bank Ltd
03.2007 - 09.2007
- Life Insurance License
- Health Insurance License
Master of Science - Data Analytics
Southern New Hampshire University
BBA - Finance and Marketing
Nobel College, Pokhara University
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