Kartik Visavadia
Graduate Rotational Analyst at EquiLend- Claim this Profile
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Bio
Credentials
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Excel Quick Tips
LinkedInNov, 2020- Nov, 2024
Experience
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EquiLend
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United States
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Financial Services
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100 - 200 Employee
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Graduate Rotational Analyst
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Aug 2023 - Present
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John Lewis & Partners
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United Kingdom
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Retail
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700 & Above Employee
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Customer Service Representative
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Aug 2022 - May 2023
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NatWest
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Banking
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700 & Above Employee
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Telephony Sales
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Aug 2018 - Aug 2019
Responsibilities included: Utilise analytical skills to evaluate clients' accounts and offer feasible investment opportunities. Work collaboratively with all departments of the company to ensure a seamless sales process, from customer service to underwriting. Work diligently to meet targets and ensure you support the team’s objectives. Able to prioritise workloads, taking into account the team's objectives and deadlines while maintaining a high standard of quality and accuracy. Skills Developed: Have a keen eye for patterns in clients' accounts, allowing me to identify their needs and preferences and offer tailored product recommendations Developed effective sales strategies and techniques that enabled me to increase output, by leveraging my skills in communication and customer relationship management. Able to work effectively in a fast-paced and challenging environment, by maintaining composure under pressure and adapt to changing circumstances as needed. Completed additional courses to expand my knowledge and skills within the sector, and stayed up-to-date on emerging best practices and industry standards. Show less
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Education
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University of Hertfordshire
Bachelor of Arts - BA, Finance and Economics