Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Raymond Yates

Brampton,CA

Summary

Dynamic Financial Advisor with a proven track record at Save Right Financial, enhancing client satisfaction and portfolio performance through expert investment planning and relationship management. Excelled in lead generation and financial services, driving significant improvements in client retention and satisfaction. Skilled in both fundamental analysis and fostering trust-based client relationships. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.

Overview

42
42
years of professional experience

Work History

Financial Advisor

Save Right Financial
08.1994 - Current
  • Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Ensured compliance with industry regulations and company policies while serving clients'' best interests.
  • Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Increased client satisfaction by providing personalized financial advice and investment strategies.

Director

Maindec
05.1986 - 07.1994
  • Cultivated a positive work environment that fostered employee engagement, increased retention rates, and boosted overall team morale.
  • Drove Marketing initiatives in the Interior Decoration Division, thus increasing the Performance of the company
  • Improved project efficiency with strategic planning, resource allocation, and time management practices.
  • Managed budgets effectively to ensure optimal use of resources while maintaining financial stability.

Sales Representative

Salman Stores
01.1983 - 12.1985
  • Conducted product demonstrations to educate customers on features, benefits, and competitive advantages.
  • Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
  • Maintained up-to-date knowledge of industry trends for informed decision-making during client interactions.
  • Increased repeat business by fostering trust-based relationships with key accounts through regular communication.
  • Tailormade Interior Decor plans, for both Retail and Corporate clientele

Education

Bachelor of Commerce - Commerce

Loyaola College,
Chennai, India
04.1980

Skills

  • Fundamental Analysis
  • Lead Generation
  • Retirement needs
  • Financial Services
  • Relationship building and management
  • Insurance Planning
  • Investment planning
  • Sales and Marketing
  • Client Relations

Languages

English
Full Professional
Tamil
Professional Working
Hindi
Limited Working

Timeline

Financial Advisor

Save Right Financial
08.1994 - Current

Director

Maindec
05.1986 - 07.1994

Sales Representative

Salman Stores
01.1983 - 12.1985

Bachelor of Commerce - Commerce

Loyaola College,

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Raymond Yates