Narendra Soni

Background

About Narendra Soni

I am an accomplished professional delivering over 14 years of career success. I’ve mastered the administration of researching potential investments to determine their viability based on factors such as risk level and potential returns. My dexterity lies in delivering customer service and problem resolution to clients; analyzing customer inquiries and resolving investigation items according to policies and procedures. Demonstrated excellence in investigating operational issues, identifying process improvements, updating methods and procedures with revisions and delivering support to management as needed. Over the time, I have proved my excellence in reviewing clients portfolio regularly and recommending changes in portfolio allocations and strategy based on client goals, risk tolerance, and time horizon. Track record in educating clients about various types of investments, including stocks, bonds, mutual funds, real estate, and alternative investments.