Uma Hemrajani
Garden City,North
Summary
Dependable professional with extensive experience supporting executive level management. Respected for organizational and interpersonal aptitudes, implementation of strategic initiatives, special project management and results-focused interactions across organization. Strategic in implementing and monitoring progress of important initiatives and actions plans.
Overview
18
18
years of professional experience
Work History
Insurance Agent
New York Life Insurance Co
08.2023 - Current
- Consults with clients and prospective clients to assess insurance needs, budget, financial planning goals, and other relevant details.
- Helping clients plan for short- and long-term goals, such as budgeting for education expenses and saving for retirement through investments.
- Provide families and businesses with insurance-based protection products and retirement solutions.
Assistant Vice President 2
IndusInd Bank Limited
05.2019 - 03.2020
- Make reasonable investment recommendations
- Conducting in depth reviews of clients’ current wealth portfolio - both on and off and align it with the clients’ financial goals, current provision and planned milestones
- Analysing client with information and prepare investment plans suited to individual clients requirements
- Rebalancing the portfolio of customer on need basis and suggesting entry and exit strategy for thr investors
- Keeping them updated on the financial markets and products
Associate Wealth Consultant
deVere Group Investment Advisors Private Limited
12.2016 - 05.2019
- Make reasonable investment recommendations independent of outside influences
- Select broker-dealers based on their ability to provide the best execution of trades for accounts where the adviser has authority to select the broker-dealer
- Make recommendations based on a reasonable inquiry into a client's investment objectives, financial situation, and other factors
- Assess your current financial health by examining your assets, liabilities, income, insurance, taxes, investments and estate plan
- Solutions on Frozen UK pensions, Retirement plans, Education Plan, Estate planning
Financial Coordinator
deVere Group Investment Advisors Private Limited
06.2014 - 12.2016
- Organising client events and meetings along with Financial Providers
- Communicate with prospective clients about offshore financial entitlements, including investment planning and tax planning requirements
- Liaising with legal and commercial teams on funds transfers
- Regular training with representatives from Goldman Sachs and Morgan Stanley enabling in-depth knowledge of funds and their current performance in the market, global trends, future prospects and preferred investments
- Using an internal CRM database to manage existing clients
- Preparing Executive for quarterly review meetings including a great deal of administrative preparation
Call Center Representative
Hutchison 3G UK Ltd
05.2009 - 12.2012
- Sales Escalation Team
- Handling customer’s dispute
- Managing customer expectations
- Listening to their call recordings and trace if there is any misinformation given to the customers
- Provide necessary feedback to the sales associate
Call Center Representative
Countrywide Financial Corporation
08.2007 - 10.2008
- Handling issues related to the payrolls and leaves.
- Addressing clients dispute
- Ensuring all the emails are scrutinized and are replied on time
- Handling the team in absence of team coach
- Recognized as a best performer
Call Center Representative
Intelenet Global Services
09.2006 - 03.2007
- Addressing technical issues
- Understand the impact
- Determine potential solutions
- Gather the information and review
Call Center Representative
Eastern Resource Management
10.2005 - 06.2006
- International cold calling to offer handsets with suitable network provider
- Explaining customers with the various plans
- Selling landline connections to Business customers.
Education
Level III - Wealth and Investment Management
Chartered Institute of Securities And Investments
06.2016
Post Graduate Diploma - Human Resource Management,
Welingkar Institute of Management
04.2014
Bachelor of Commerce - undefined
Mumbai University
2003
Life Accident And Health
Certification
07.2023
Skills
- Sales
- Portfolio Management
- Verbal and Written Communication
- Financial Statement Review
- Customer Service
- Cold Calling
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Timeline
Insurance Agent
New York Life Insurance Co
08.2023 - Current
Assistant Vice President 2
IndusInd Bank Limited
05.2019 - 03.2020
Associate Wealth Consultant
deVere Group Investment Advisors Private Limited
12.2016 - 05.2019
Financial Coordinator
deVere Group Investment Advisors Private Limited
06.2014 - 12.2016
Call Center Representative
Hutchison 3G UK Ltd
05.2009 - 12.2012
Call Center Representative
Countrywide Financial Corporation
08.2007 - 10.2008
Call Center Representative
Intelenet Global Services
09.2006 - 03.2007
Call Center Representative
Eastern Resource Management
10.2005 - 06.2006
Level III - Wealth and Investment Management
Chartered Institute of Securities And Investments
Post Graduate Diploma - Human Resource Management,
Welingkar Institute of Management
Bachelor of Commerce - undefined
Mumbai University
Life Accident And Health
Certification
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