Parth Deshmukh
Bentley,Australia
Summary
An energetic and highly motivated person with an objective to succeed in an environment of growth and to give excellent service to the organization wherever I will work. First year Curtin University student with excellent communication skills who enjoys working with people. Seeking a customer service role working in a fast-paced environment with an energetic and friendly team that provides a quality service delivery.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Planner
Litra Ventures-Valenta BPO
06.2022 - 07.2023
- It was a financial planning role
- My job responsibilities involved providing insurance and superannuation advice to Australian client's
- Informed clients of strategies for reducing debt and maximizing savings.
- Conducted thorough risk assessments, ensuring appropriate asset allocation aligned with clients'' risk tolerance levels.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- I had to coordinate with My wealth Solution, Australian based financial advisor company in order to frame financial strategies.
Retail Service Associate
Local Retail Supermarket
10.2023 - 12.2023
- Enhanced customer satisfaction by providing personalized assistance and product recommendations.
- Supported loss prevention efforts by adhering to strict cash handling policies.
- Coordinated restocking of sales floor with current ptoducts.
Education
Bachelor of Financial Market - Accounting And Finance
V.S.I.T
Mumbai University04.2022
Skills
- Leadership/ Mentoring
- Communication
- Financial Planning & Calculations
- Inventory and Stocking
- Team work Skills
- Multitasking
- MS Office
- Retail transactions processing
- Safe Delivery Driving
- Customer Services
- Relationship Building
Certification
- CFA Level 1
- NISM- Equity Derivatives
- NISM- Security and Risk Management
- Ms Excel
- Pursuing RSA
- Financial Modelling & Valuation
Languages
English
Hindi
Timeline
Retail Service Associate
Local Retail Supermarket
10.2023 - 12.2023
Financial Planner
Litra Ventures-Valenta BPO
06.2022 - 07.2023
Bachelor of Financial Market - Accounting And Finance
V.S.I.T
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