Years of professional experience
Hi, I’m
RAHIL SHETH
BC
Summary
Dedicated and professional details-oriented individual with an academic experience in the finance field seeking a position with a bank or a Financial firm. Proven ability to handle financial problems and customer concerns. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
2
Work History
Interactive Brokers Software Services (India) Pvt.LtdMumbai, Maharashtra
Client Services Associate
03.2021 - 06.2022
Job overview
- Reviewed and resolved client concerns and issues, researching relevant details and clearly communicating solutions.
- Built sustainable client relationships built on trust by applying excellent communication and interpersonal skills.
- Assisted client with complex queries regarding Funds and Banking and Account configuration
- Provided clients with information regarding Trading platforms and different Order types
- Explained margin requirements to clients
- Investigated trade issues and order executions
- Acquired knowledge of securities regulations impact on customers
- Established and built rapport with customers by engaging in conversations that educate them on products and services
- Warmly greeted customers by employing positive telephone etiquette and asking well-rounded questions to identify issues.
- Performed needs analysis and presented options based on findings to help customers make decisions.
India's International Movement to Unite Nations (I.I.M.U.N)Mumbai, Maharashtra
Assistant Director
09.2017 - 02.2019
Job overview
- Organized And managed conferences in 46 cities across India as the Project Head, also helped in Marketing operations For IIMUN Championship conferences Mumbai and various cities Pan India.
- Managed schedules by completing work accurately and on time.
- Mentored new employees on industry practices and business operations.
- Researched and negotiated pricing to reduce cost of equipment and supplies.
- Directed special projects and daily operations.
Education
KPB Hinduja College Of Commerce, Mumbai UniversityMumbai
Bachelor of Management Studies from Finance
10.2020
University Overview
- GPA: 3.36
K.C College Mumbai UniversityMumbai
Higher Secondary Certificate (Class 12th) from Commerce
02.2017
University Overview
- GPA: 3.0
Cumballa Hill High SchoolMumbai
Secondary School Certificate (Class 10th)
03.2015
University Overview
- GPA: 3.3
University Canada WestVancouver, BC
MBA from Finance
University Overview
- Currently Pursuing
Skills
- Account management
- Customer support
- Business Acumen
- Basic Excel, Word and Powerpoint
- Business development understanding
- High-energy attitude
- Interpersonal and verbal communication
- Accounting
- Planning and coordination
- Client relationship management
- Data evaluation
Languages
English
Native/ Bilingual
Hindi
Native/ Bilingual
Availability to Work
- Monday, Tuesday, Wednesday, Thursday and Saturday (Any hours)
Timeline
Client Services Associate
Interactive Brokers Software Services (India) Pvt.Ltd
03.2021 - 06.2022
Assistant Director
India's International Movement to Unite Nations (I.I.M.U.N)
09.2017 - 02.2019
KPB Hinduja College Of Commerce, Mumbai University
Bachelor of Management Studies from Finance
K.C College Mumbai University
Higher Secondary Certificate (Class 12th) from Commerce
Cumballa Hill High School
Secondary School Certificate (Class 10th)
University Canada West
MBA from Finance
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