Summary
Overview
Work History
Skills
Certification
Accomplishments
Languages
Timeline
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Ramsha Khan

Atlanta,GA

Summary

Inspired Wealth Management Advisor motivated to spread financial awareness & collaborate with individuals using personalized investment strategies with a proven track record of helping clients meet their financial goals and aspirations. Highly effective at working & connecting with clients of all levels, ages, and backgrounds and committed to advising clients on best investment opportunities through a personable with adaptable approach. Exceptional knowledge in wealth management, retirement planning, investments and trending markets. Growth-driven team player with strong communication and leadership skills eager to lead by example. Hungry to grow every day and impact the world along the way.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Financial Advisor

Edward Jones
03.2024 - 07.2024
  • Built productive relationships with industry partners and competitors to support strategic business objectives.
  • Developed key operational initiatives to drive and maintain substantial business growth.
  • Worked with leadership to improve processes, procedures and practices.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Conducted comprehensive financial analyses to identify client goals and develop personalized strategies.
  • Supported clients during periods of market volatility by offering reassurance and objective advice based on sound analysis.

Wealth Management Advisor

Merrill Lynch
09.2020 - 10.2022
  • Built a book of business of over $5 million AUM in 9 months
  • Prospected over 30 hours a week by cold-calling and networking
  • Partnered and mentored by Forbes recognized advisors with over $100 million AUM
  • Partnered and consulted over 50 Fortune 500 companies such as Walmart and received 100+ warm leads per week
  • Team recognized as Barron's Top 100 Institutional Consultants 2021, Barron’s Top 100 Financial Advisors 2021 and Barron’s Top Women Financial Advisors 2021
  • Sharpened skills through Financial Advisor Development Program (FADP) that won Silver Award for “Best Program for Sales Training and Performance” in 2018 Brandon Hall Group Sales Performance Awards
  • Built and executed wealth management strategies based on unique goals, objectives and portfolio management
  • Strengthened relationships with prospects and clients by educating them on various financial matters and risk management through personalized wealth management analysis

Account Executive

C-Vision Inc
11.2019 - 10.2020
  • Identified new sales growth opportunities by completing 100 cold calls per week.
  • Conducted on-site product demonstrations and kept relationships with customers after sale to determine service requirements.
  • Reinvented team interaction with prospective clients by developing sales pitch implemented into sales team strategy.
  • Stayed current on changing industry and trends related to all accounts.

Sales and Marketing Executive

Vieaura
06.2020 - 09.2020
  • Delivered marketing campaigns for over 200 leads per week
  • Developed and marketed content which includes blogs, promotional materials and advertisements for social media to drive brand awareness
  • Maintained expert-level skills in digital platforms such a LinkedIn and Instagram

Personal Banker

JPMorgan Chase & Co
09.2016 - 11.2019
  • Contributed to success of pilot branch by increasing revenue and customer satisfaction by 90% and branch production and revenue by 50%
  • Trained and supported 5 sales associates and cross-trained 10 tellers to improve customer satisfaction by 90%
  • Ranked in top 3 for sales in district of over 70 bankers
  • Managed new and existing accounts for high net worth individuals to plan retirement funds, diversify portfolio, and customized innovative financial solutions

Skills

  • Portfolio Management
  • Retirement Planning
  • Business Development
  • Cold Calling
  • Corporate & Institutional Solutions
  • Market Research
  • Sales
  • Networking & Lead Generation

Certification

SIE | Series 7 | Series 66 |

Accomplishments

Miss Pakistan USA 2019 | Miss Congeniality 2019

Languages

French | Hindi | Urdu | English 

Timeline

Financial Advisor

Edward Jones
03.2024 - 07.2024

Wealth Management Advisor

Merrill Lynch
09.2020 - 10.2022

Sales and Marketing Executive

Vieaura
06.2020 - 09.2020

Account Executive

C-Vision Inc
11.2019 - 10.2020

Personal Banker

JPMorgan Chase & Co
09.2016 - 11.2019

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Ramsha Khan