Summary
Overview
Work History
Education
Other Duties- Voluntary Work
References
Accomplishments
Timeline
Generic

RONDEL RAMPARTAP

Thompson Trace,Brothers Road, New Grant

Summary

Investment professional with over 9 years of experience in the financial/investment banking industry, specializing in developing tailor made solutions that align with clients' financial goals and risk tolerance. Adept of staying ahead of market trends through continuous education and professional development.

Proven track record of delivering exceptional service to over 300 clients, inclusive of both retail and institutional/corporate clients, by utilizing in-depth market analysis and a client-centric approach.

Overview

10
10
years of professional experience

Work History

Investment Advisor

JMMB Investments Ltd
, Trinidad And Tobago
07.2019 - Current
  • Providing tailored-made investment solutions to over 300 clients, inclusive of both retail and institutional/corporate clients.
  • Host and attend networking events and educational seminars to establish community relations, and generate potential customer leads.
  • Address customer concerns immediately, and promptly resolve issues to boost client satisfaction.
  • Consistently exceeding revenue targets, with exceptional performance through a proactive and client-centric approach.
  • Supervise a team of 10 employees, providing guidance and mentorship.

Client Relationship Officer

JMMB Investments Ltd
, Trinidad And Tobago
04.2017 - 06.2019
  • Address customer concerns immediately, and promptly resolve issues to boost client satisfaction.
  • Use excellent verbal skills to engage customers in conversation, and effectively determine needs and requirements.
  • Drove sales of company products and services by meeting with customers using a strategic and organized approach.
  • Met and consistently exceeded revenue targets through a proactive, customer-centric approach.

Client Support Officer

JMMB Investments Ltd
, Trinidad And Tobago
04.2016 - 03.2017
  • Displayed strong telephone etiquette, effectively handling difficult calls.
  • Handled client inquiries with exceptional professionalism and enthusiasm..

Processing Officer

RBC Royal Bank Ltd
, Trinidad And Tobago
03.2015 - 04.2016
  • Completed manual and electronic processing in accordance with procedures.
  • Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.

Education

MBA - Business Administration And Management

University of Bedfordshire (UK)
09-2023

Bachelor of Arts - Business Administration

University of Bedfordshire- UK
United Kingdom

Diploma- Accounting And Finance - Accounting

ACCA

Caribbean Examination Council (CXC)

St. Stephen's College
Princes Town

Other Duties- Voluntary Work

  • Secretary- Schools Tassa Association of Trinidad and Tobago (Ministry of Education approved).
  • Public Relations Officer- First Citizens Dragon Boys Tassa Band (NGO)

References

  • Anganie Sookoo- Manager- Retail Sales- JMMB Investments TT Ltd

Contact: 1-868-683-0145

  • Dr. Vijay Ramlal- President- Trinidad and Tobago Copyright Collection Organisation/Tassa Association of Trinidad and Tobago.

Contact: 788-4668

Accomplishments

  • Exceeded Revenue Targets For Each Qtr- FY2023-2024

Overall Achieved 127% of target.

  • Management/Leadership Experience-

Manager- Retail Sales- 3 months leadership experience in 2024.

Timeline

Investment Advisor

JMMB Investments Ltd
07.2019 - Current

Client Relationship Officer

JMMB Investments Ltd
04.2017 - 06.2019

Client Support Officer

JMMB Investments Ltd
04.2016 - 03.2017

Processing Officer

RBC Royal Bank Ltd
03.2015 - 04.2016

MBA - Business Administration And Management

University of Bedfordshire (UK)

Bachelor of Arts - Business Administration

University of Bedfordshire- UK

Diploma- Accounting And Finance - Accounting

ACCA

Caribbean Examination Council (CXC)

St. Stephen's College

Similar Profiles

CREATE PROFILE
RONDEL RAMPARTAP