Open to opportunities

Ashik Salim

@ashiksalim

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CIFC-certified financial professional with expertise in portfolio management.

Canada

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What I'm looking for

I am seeking a role that values client relationships and offers growth opportunities.

As a CIFC-certified financial professional, I possess extensive expertise in portfolio management and financial operations. My career is marked by a proven track record of optimizing financial processes and delivering data-driven recommendations, which have resulted in a 20% reduction in reporting discrepancies and a 15% cost optimization. I am adept at developing financial education programs and managing client relationships, achieving a remarkable 25% improvement in retention rates.

Throughout my career, I have successfully managed investment portfolios and implemented detailed expense management processes that led to significant growth and efficiency. My experience includes streamlining financial tracking systems and digitizing financial data management, which improved decision-making speed by 40%. I pride myself on my client-centric approach, having built and nurtured relationships with over 100 high-value clients, resulting in increased satisfaction and service adoption.

Experience

Work history, roles, and key accomplishments

Current

Customer Service Representative

Current

Holiday Inn Express & Suites

Sep 2023 - Present (1 year 9 months)

Managed financial transactions worth $300,000 monthly with 100% accuracy. Developed a client financial documentation system that reduced processing time by 25% and built relationships with high-value clients, leading to a 9% increase in premium service adoption.

Client Services Customer Relationship Management Financial Accuracy Process Improvement Communication Skills Problem Solving

Administrative Assistant

Panchayath Department, Government of Kerala

Mar 2016 - May 2023 (7 years 2 months)

Streamlined financial tracking systems and implemented expense management processes, achieving a 20% reduction in reporting discrepancies. Managed investment portfolios, resulting in a 13% growth in annual returns and optimized operating costs by 15%. Enhanced client relationships and digitized financial data management for improved decision-making.

Financial Management Expense Management Client Relationship Management Investment Management Digitalization Financial Reporting Cost Optimization Financial Analysis

Financial Product Advisor

Blue Burn Technologies

Jul 2015 - Feb 2016 (7 months)

Advised over 1000 clients on investment products, achieving a 20% increase in product adoption. Conducted financial health assessments and developed personalized strategies, improving client satisfaction and financial wellness scores significantly.

Client Strategy Financial Planning Investment Pro Product Adoption Customer Relationship Management Data Analysis