Mazinn Wadhwa
Vineland,NJ
Summary
Dynamic Financial Consultant with GFI Insurance, skilled in technical analysis and wealth management. Successfully developed customized financial plans, enhancing client satisfaction and expanding the client base through targeted marketing. Adept at educating clients on investment strategies, fostering informed decision-making, and building strong relationships through exceptional service.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Consultant
GFI Insurance
06.2024 - Current
- Analyzed financial data to provide actionable insights for clients' investment strategies.
- Developed customized financial plans based on clients' unique needs and goals.
- Collaborated with cross-functional teams to enhance service delivery and client satisfaction.
- Conducted comprehensive market research to identify emerging trends and opportunities.
- Educated clients on various insurance products, fostering informed decision-making regarding coverage options.
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Expanded client base through targeted marketing efforts and referrals from satisfied customers.
Education
Associate of Applied Business - Finance
Rowan University
Glassboro, NJ05-2029
Skills
- Technical analysis
- Mutual funds
- Trend analysis
- Budgeting expertise
- Investment advice
- Retirement planning
- Wealth management
Certification
- Licensed insurance producer
- Licensed Financial consultant
Languages
Hindi
Professional Working
Timeline
Financial Consultant
GFI Insurance
06.2024 - Current
Associate of Applied Business - Finance
Rowan University