Mehul Mathur
Pleasanton,CA
Summary
Results-driven sales professional with over seven years of diverse experience across insurance, banking, healthcare, online commerce, and customer relationship services. Proven track record of building strong clientele, exceeding sales targets, and adapting to dynamic market demands. Determined to identify customer needs, deliver tailored solutions, and drive revenue growth through strategic sales initiatives. Shows full potential in work ethic by demonstrating quick learning capabilities, and positive attitudes.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Services Estate Paralegal
Secure Income Management
Pleasanton, CA
03.2025 - Current
- Reviewed client trust documents to determine the need for assets to be retitled to avoid the process of probate.
- Organized and managed estate files, including preparing probate pleadings, financial and healthcare powers of attorney, and revocable living trust.
- Collaborated with professionals, such as CPAs or financial advisors, to ensure all relevant issues were addressed.
- Coordinated activities between parties such as trustees, executors, and accountants involved in an estate matter.
Financial Services Representative
New York Life Insurance Co
San Francisco, CA
12.2022 - 02.2025
- Advised clients on retirement planning options, such as IRAs or annuities, based on individual goals.
- Collaborated with seasonal advisors to create and manage index portfolios, evaluate risk models, and asset allocation strategies, including target date funds.
- Hosted seminars for groups of individuals, such as small business owners, to educate them on topics such as retirement planning, sequence of return risk, diversification, and tax reduction strategies.
- Conducted quarterly reviews of client portfolios to ensure alignment with seasonal risk tolerance and investment objectives.
Relationship Banker
JP Morgan Chase & Company
San Francisco, CA
01.2020 - 12.2022
- Conducted comprehensive financial reviews, identifying opportunities to recommend suitable banking products and services, driving a 15% growth in new accounts.
- Processed ACH wire transfers upwards of $250k for high-net-worth clients, provided foreign currency transaction services, and helped clear home, credit, and auto loan payments.
- Ensured compliance with regulatory standards and internal policies during account openings, loan applications, and transactions, reducing audit discrepancies by 30%.
- Partnered with financial advisors to deliver seamless banking experiences, and drive branch revenue.
Education
Bachelor of Science - Business Management
San Francisco State University
San Francisco, CA12-2023
Skills
- Data analytics & forecasting
- Product knowledge expertise
- Portfolio risk management
- Effective leadership & quality output
- Strategic planning and execution
- Presentation and public speaking
- CRM systems, excel, SAP, Salesforce, fintech tools
- Cross-selling, networking, cold-calling, B2B
Certification
- Life and Health Insurance License (Actively Pursuing Series 66 & 7)
Timeline
Financial Services Estate Paralegal
Secure Income Management
03.2025 - Current
Financial Services Representative
New York Life Insurance Co
12.2022 - 02.2025
Relationship Banker
JP Morgan Chase & Company
01.2020 - 12.2022
Bachelor of Science - Business Management
San Francisco State University