Summary
Overview
Work History
Education
Skills
References
Timeline
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Shailee Seth

Cerritos,CA

Summary

Authorized to work in the US for any employer.
Organized and motivated employee eager to apply organizational skills in various environments. Seeking opportunities to expand skills while facilitating company growth.
Aspiring finance professional focused on building and enhancing career by aligning my professional experience with my education. Driving growth strategies through relationship management and operational oversight. Developing exceptional interpersonal skills and committed to anticipating and addressing client needs. Dedicated to delivering outstanding results and optimizing client experiences.

Overview

5
5
years of professional experience

Work History

Executive Manager

Jainco Gems
LA, Downtown
01.2021 - Current
  • Cultivate relationships with over 50 internal and external contacts, boosting client retention by 20%.
  • Manage daily operations, overseeing a cash flow that supports a 15% increase in client satisfaction.
  • Expand business network, driving a rise in revenue through strategic networking.
  • Analyze market trends, leading to a sales technique overhaul, resulting in a 10% uplift in meeting customer needs.
  • Develop and implement marketing strategies that enhance brand visibility and client engagement.

Student Assistant

California Polytechnic State University, Pomona
Pomona, CA
02.2024 - 05.2024
  • Assisted Management & HR Department and Supported Faculty with various tasks, demonstrating ability to work independently and collaboratively.
  • Assisted in course correspondence contributing to students improved performance and satisfaction.
  • Conducted meetings and office hours, addressing queries and facilitating discussions on specific inquiries.
  • Created operational materials and tools to support faculty objectives and improve outcomes.

Financial Advisor

Motilal Oswal Financial Services
Mumbai, Maharashtra
09.2020 - 11.2020
  • Educated over 100 clients on financial matters, increasing their investment literacy and confidence in decision-making.
  • Tailored strategies for 80% of clients aligning with their financial goals, resulting in a 70% satisfaction rate.
  • Provided comprehensive financial planning and investment advice, contributing to clients' long-term financial security.
  • Analyzed potential investments such as stocks, bonds and mutual funds for clients.

Student Intern

Nippon India Mutual Fund
Mumbai, Maharashtra
12.2019 - 12.2019
  • Performed administrative and support tasks for a team of 10, ensuring 100% on-time completion of routine and special projects.
  • Maintained relations for client mutual fund accounts, achieving a satisfaction rate in line with market requirements.
  • Assisted in the operation and client communications, enhancing client engagement and retention.
  • Attended market research and analysis meetings, driving insights on making informed investment strategies.

Education

Master of Commerce - Business Management

University of Mumbai
Mumbai, Maharashtra
08-2022

Bachelor of Commerce - Financial Markets

Nagindas Khandwala College
Mumbai, Maharashtra
03-2020

MBA -

California Polytechnic State University-Pomona
Pomona, CA

Skills

  • Client Relationship Management
  • Financial Analysis and Planning
  • Operations Management
  • Wealth Management
  • Microsoft Office (Excel, PowerPoint)
  • Problem-solving and Time Management
  • Interpersonal Skills

References

References available upon request.

Timeline

Student Assistant

California Polytechnic State University, Pomona
02.2024 - 05.2024

Executive Manager

Jainco Gems
01.2021 - Current

Financial Advisor

Motilal Oswal Financial Services
09.2020 - 11.2020

Student Intern

Nippon India Mutual Fund
12.2019 - 12.2019

Master of Commerce - Business Management

University of Mumbai

Bachelor of Commerce - Financial Markets

Nagindas Khandwala College

MBA -

California Polytechnic State University-Pomona

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Shailee Seth