Kanij Momin
Kennesaw,GA
Summary
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings a positive attitude and commitment to continuous learning and growth.
Overview
13
13
years of professional experience
Work History
Franchise Owner
Labbaik LLC.
12.2023 - Current
- Opened and successfully grew a Marble Slab Creamery and Great American Cookies
- Leading the company through new economy changes
- Managing daily operation including staffing, financial overview, and customer relationships
- Successfully recruited, trained and manage a team of ten plus employees that demonstrate a positive work environment
Financial Planning Associate
Northwestern Mutual
02.2022 - 05.2023
- Provide Professional support to multiple Financial Advisors with client services
- Trained new recruits on how to process applications, keep up with underwriting requests and help financial advisors with questions regarding their clientele
- Prepare and lead weekly Financial Advisors meetings to keep the team up to date about their business performance
- Monitor pending insurance applications and business as well as coordinate timeframes to complete the process
- Provide a high level of customer service and assistance to clients and fellow co-workers both inside and outside of the team
Associate Banker
JPMorgan Chase & Co.
10.2020 - 01.2022
- Managed transactions made from the automatic teller machine identified and resolved the client’s problem offering a better enhanced solution to deepen the client relationship
- Maintaining proper cash vault levels including ordering, receiving, verifying, and properly distributing cash in the automated teller machine
- Utilizing the company software, homepage, and customer assist to build a better connection with the client as well as better assist them
- Filing the company cash audit, dual control paperwork every month
- Recognize sales opportunities to refer the clients to the corresponding branch associate to assist with their financial services
Management Specialist
Bilal Inc.
06.2013 - 07.2020
Education
Bachelor of Business Administration - Finance
Columbus State University - Turner College of Business
Skills
- Active listening
- Relationship building
- Critical thinking
- Data entry
- Insurance planning
- Organization
- Customer service
- Customer relations
- Teamwork and collaboration
- Problem-solving
- Attention to detail
- Multitasking
- Excellent communication
Languages
English
Full Professional
Gujarati
Native or Bilingual
Hindi
Native or Bilingual
Urdu
Professional Working
Timeline
Franchise Owner
Labbaik LLC.
12.2023 - Current
Financial Planning Associate
Northwestern Mutual
02.2022 - 05.2023
Associate Banker
JPMorgan Chase & Co.
10.2020 - 01.2022
Management Specialist
Bilal Inc.
06.2013 - 07.2020
Bachelor of Business Administration - Finance
Columbus State University - Turner College of Business