Vignesh Vanniar
Senior Financial Planner
Summary
Experienced in developing strategic financial plans aligned with clients' goals, leveraging investment management expertise and risk assessment skills to optimize financial performance. Demonstrates a track record of utilizing analytical skills and financial acumen to drive informed decision-making and ensure client satisfaction.
Overview
4
4
years of professional experience
5
5
Languages
Work History
Fulfillment Associate
Amazon
09.2024 - Current
- Followed safety protocols to minimize workplace accidents.
- Increased on-time delivery rates by prioritizing urgent shipments and effectively managing workload distribution among team members.
- Maintained inventory accuracy with meticulous attention to detail in receiving, storage, and shipment preparation.
- Enhanced customer satisfaction by accurately fulfilling orders within tight deadlines.
Senior Financial Planner
Clientele
05.2021 - 01.2023
- Assist in developing financial plans for clients.
- Conduct financial analysis and prepare reports.
- Provide support in investment strategy and portfolio management.
- Collaborate with senior planners to ensure clients' financial objectives are met.
- Document and present financial plans and recommendations.
Education
M.A International Management - Accounting And Finance
International University of Applied Sciences
Berlin 04.2001 -
Bachelor of Commerce - Financial Accounting And Auditing
University of Mumbai
Mumbai, India 04.2001 -
Skills
Friendly and courteous
Strategic financial planning
Teamwork and collaboration
Client relationship development
Teamwork orientation
Budgeting expertise
Debt management
Financial plan preparation
Tax planning
Teamwork
Sales skills
Investment planning
Timeline
Fulfillment Associate
Amazon
09.2024 - Current
Senior Financial Planner
Clientele
05.2021 - 01.2023
M.A International Management - Accounting And Finance
International University of Applied Sciences
04.2001 -
Bachelor of Commerce - Financial Accounting And Auditing
University of Mumbai
04.2001 -