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PROFILEExtensive tenure in the financialservices sector, with a strongbackground in customer service,specializing in tailoring financialsolutions to meet clients&#Street Address ; uniqueneeds. Demonstrating a profoundunderstanding of investment tactics, Iam dedicated to delivering top-tier,client-centric, and sales-orientedservice. Presently serving as a LeadTeller at Key Bank, I havesuccessfully passed the SIE(Securities Industry Essentials) examand am actively seeking sponsorshipfor the Series 6 exam.NIDHIMEHRALead Teller, Key BankSKILLSA strategic planner with provenabilities to develop short-term andlong-term strategies, impact businessgrowth and maximize profits throughachievements in resource allocationand performance.Highly skilled in conducting an in-depth view of clients financialcircumstances and future goals.Hands-on experience in designingand implementing individually placedfinancial strategies.CONTACTPHONE:PHONE NUMBER AVAILABLELinkedInP r o f i l eEMAIL:EMAIL AVAILABLEAWARDS ANDHONORSMember of prestigious MDRT clubfor the years 2006 and 2007.ACADEMICCREDENTIALSMasters Degree in Mathematics -2006-08Bachelors Degree in Science2002-06EDUCATION/CERTIFICATIONSLEAP Program - BankerCompleted, Jan 2024SIE - Securities Industry ExamCompleted, May 2022Associate Financial Planner (FPSB BOARD)Completed, July 2017NCFM (National certification of Financial Market)Completed, Jan 2009AMFI -MUTUAL FUND (ADVISORS) MODULECompleted, Dec 2006WORK EXPERIENCEKEY BANK - LEAD TELLERApril 2023 - currentAddress complex client service issues and transactions.Recognize financial wellness opportunities during client interactions.Supervise daily branch teller line activities, including scheduling and coaching.Uphold operational standards.Ensure adherence to audit, security, and operational procedures.Maintain cash drawer balance within guidelines.NJ INDIA INVEST PVT LTD (NJ WEALTH)Tenure- 4 yearsLeading the team of ARN mutual fund advisors.Advising on mutual fund products, processing transactions, and resolving any issues that may arise.