Summary
Overview
Work History
Education
Skills
Accomplishments
Education
Industry
Personal Information
Certification
Timeline
Generic
Nazish Koujalgi

Nazish Koujalgi

Kendall Park,NJ

Summary

Experienced and Motivated Financial Services Professional with 9+ years of experience in providing clients with optimal assistance with insurance,retirement planning, estate planning and tax strategies to high value clients. Proven track record in managing client portfolios through skillful strategic planning, fine-tuned consulting on financial advisory and Insurance Products.Driven and detail oriented with the ability to thrive in high pressure environments,

Overview

25
25
years of professional experience
1
1
Certification

Work History

Financial Services Professional

Newyork Life Insurance Co.
12.2015 - Current
  • Deliver Financial advice to clients,proposing strategies to achieve short-and long term objectives for insurance,investments,business and estate planning.
  • Develop,review and optimize investment portfolios by serving 400+ clients.
  • Ensure maximum client satisfaction by providing exceptional and personalized service to each client, enhancing client satisfaction rating from 85%-99%.
  • Work closely with specialists in multiple branches managing portfolios of clients.
  • Proactively develop community relationships to cultivate and strengthen presence in target markets.


Teller/Personal Banker

PNC Bank
01.2007 - 01.2008
  • Provided customers with a high level of service, privacy and confidentiality, and friendly, welcoming attitude
  • Handled all transactional services, including bank deposits, monetary withdrawals, financial transfers, and other bank transactions.

Corporate Recruiter

Net Pixel Inc
01.2005 - 01.2006
  • Recruitment Specialist with 2+ of experience, skilled in sourcing, CV screening, interviewing, and candidate assessment
  • Sourced, assessed and hired over 50 candidates for business & IT roles during my work at NetPixel
  • Proficient at cold calling and LinkedIn outreach.

Teaching Assistant

Elementary School
01.2004 - 01.2005
  • Teaching Mathematics in Grade 3 & 4 and assisting them in problem solving

Risk Operations Officer

TATA-AIG General Insurance Co.
01.2001 - 03.2003
  • Handled planning development and implementation of all programs associated with operational risk management of the newly introduced EMMA system under Risk Manager
  • Handled New activity program, Fraud Management, Risk assessment and mitigation
  • Identifying incident root cause and analysis.

Operations & Customer Service Professional

HDFC Bank
01.1999 - 01.2001
  • Proven expertise in insurance products, service and customer needs
  • Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day.

Education

Bachelors of Accounting & Finance -

Bhavans College
Mumbai India
04.1999

Skills

  • Customer Relationship Building
  • Relationship Building
  • Financial Services
  • Extensive knowledge of Financial Industry products
  • Excellent Interpersonal/communication skills
  • Conflict Management
  • Creative problem solving skill
  • Self motivated
  • Strong Analytical skills
  • Ms Office

Accomplishments


Achieved and Recognized in Career Summit 2016

Achieved and Recognized in Executive Council 2016,2017,2018.

Education

Bachelor of Finance & Accounting (BCOM), Mumbai University, India, C++, Java, Series 6, Life & Health Insurance, Series 63 (pursuing), SIE

Industry

Financial Services

Personal Information

Title: Professional

Certification

SIE

Series 6

Life & Health License

Series 63 Pursuing

Timeline

Financial Services Professional

Newyork Life Insurance Co.
12.2015 - Current

Teller/Personal Banker

PNC Bank
01.2007 - 01.2008

Corporate Recruiter

Net Pixel Inc
01.2005 - 01.2006

Teaching Assistant

Elementary School
01.2004 - 01.2005

Risk Operations Officer

TATA-AIG General Insurance Co.
01.2001 - 03.2003

Operations & Customer Service Professional

HDFC Bank
01.1999 - 01.2001

Bachelors of Accounting & Finance -

Bhavans College

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Nazish Koujalgi