Worked with clients to assess and meet short- and long-term financial goal.
Crafted a suitable financial strategy for each client based upon his or her needs and future goals.
Compiled financial reports pertaining to cash receipts, expenditures and profit and loss.
Engaged prospective clients in an effort to build and develop new business opportunities.
Utilized diverse wealth management strategies to meet client objectives.
Helped clients plan for and fund retirements using mutual funds and other options.
Marketed business to increase customer base and grow revenue.
Provided information on accounts, insurance plans and diverse funds.
Set up and updated customer accounts with interactions, payments and personal information.
Processed payments and applied to customer balances and also through online systems
Computed taxes owed by applying prescribed rates, laws and regulations.
Performed periodic budgeting/modeling to project monthly cash requirements.
Proactively researched technical tax issues related to consulting projects.

• Obtained documents, clearances, certificates and approvals from local, state and federal agencies.
• Demonstrated awareness of liability issues by confirming legal drinking age and discontinuing service to intoxicated guests.
• Performed initial client assessment and analysis to begin research process.
• Supported Chief Operating Officer with daily operational functions.
• Entered details such as payments, account information and call logs into [Software] system.
• Responded to customer requests via telephone and email and effectively answered questions and inquiries.
• Analyzed departmental documents for appropriate distribution and filing.

• Obtained documents, clearances, certificates and approvals from local, state and federal agencies.
• Managed design of dynamic widgets focused on different areas. such as Okara inter city and also by surrounded areas Gamber, Okara Cantt, Haveli, Depalpur, Renala Khurd,
• Produced ad hoc reports and documents for senior team members on minimum time basis.
• Supported Chief Operating Officer with daily operational functions.
• Responded to customer requests via telephone and email and effectively answered questions and inquiries.
• Verified data integrity and accuracy.
• Implemented marketing strategies which resulted in 10% to 12% growth of customer base.
• Designed company-based multi-threaded admin web applications.

Scheduled and administered appointments; received and
sorted incoming correspondence, letters, emails, faxes,
posts, text messages, and internal memos; dealt
appropriately and set priorities