Dear Patron ,

I prefer type of work - Part-Time Full-Time Contract Basis. Expecting remuneration in terms of Hourly Basis of appx. Rs.Negotiable Select.

My Skill - I have worked in the USA in financial services industry as product manager, business analyst, sales and operations.

My prefered location for assignment - Anywhere, Bangalore

I as a company deals in - expert in advising for USA market .

Jobs handled -

product management

project management

business analysis

sales

operations.

PERSHING, A BNY MELLON COMPANY Jersey City, NJ

Assistant Vice President, SR. Product Manager Investor Communications Oct 2010Present

· Handled product management for investor communications such as forms, legal operations letters, trade confirms and statements from the business/nonIT side

· Acted as a liaison between legal, IT, technical, operations, systems and graphics teams

· Managed vendor relationships and budget of the “Investor experience” department

· Played a substantial role in new product launches, such as Asset Management, Trust Services and Retirement products

· Created and distributed internal and external communications regarding industry/product news and updates

FIDELITY INVESTMENTS Jersey city, NJ

Business/Brokerage Analyst, Clearing Platform Oct 07 Oct 10

· Analyzed business and finance requirements (Mainframe trading, reporting and compliance, Commission/margin schedule, trading allocation accounts etc) for existing and prospective brokerdealers on Fidelitys platform and facilitated implementation

· Built relationships with firms’ CEOs, CFOs, COOs and Department heads throughout the implementation process

· Organized and managed projects. Worked toward strict deadlines for brokerdealer conversion events

· Presented suite of products and services to prospective correspondents on National Financial platform

· Executed quality presentations to medium size audiences on a regular basis

· Provided sales ideas to the sales and relationship management team

· Worked with internal partners to gather information and to resolve issues in a timely fashion

FIDELITY INVESTMENTS, PERSONAL INVESTMENTS New York, NY

Investment Representative (Sales) Sep 06 Aug 07

· Provided Financial planning and investment guidance to clients based on their specific needs and goals, by appropriating solutions, such as fixed income, mutual funds and ETF portfolios through guidance tools

· Developed a loyal client base to be in the “Top 5” Sales Investment Representatives for 2007 in Manhattan and exceeded designated business goals

· Trained other Investment and Financial Representatives on sales best practices

· Serviced small business owners with their investment and retirement needs

· Provided excellent service to existing client to receive one of the highest referrals in the Branch office

· Efficiently converted service inquiries/appointments into sales opportunities

FIDELITY INVESTMENTS, PERSONAL INVESTMENTS New York, NY

Financial Representative (Back office Branch Operations) Nov 04Aug 06

· Processed New account applications, wires, Stock certificate deposits, money movements, Mutual funds/Equity/Ffixed income trades for end clients

· Resolved trade disputes for end clients

· Complied reports (Trading, Account edits/reregistration, wires, applications and forms processed) for review

· Established a new branch office and was responsible for smooth operational running of the branch

· Trained new employees on policies, procedures and internal systems

· Updated the team on any policy changes in team meetings through presentations

· Appointed as a panel member to suggest improvements in operations for Midwest region

· Acted as subject matter expert on branch Policies & procedures
.