Certified Business Analyst Rakesh Sharma seeks a position where he can utilize his skills in SQL, customer service, sales, and relationship building. He has over 15 years of experience in the financial services industry, excelling in roles at Wells Fargo, Conns Electronics, and New York Life Insurance.

1. Rakesh Sharma
McKinney - TX • 469-693-5417(cell) • rakesh4921@gmail.com
U.S Citizen
SUMMARY
Certified Business Analyst from HP with knowledge of SQL. Results driven professional with proven
experience in a variety of services industries. Self-motivated contributor who relishes challenges and
demonstrates adaptability and versatility within demanding situations. Articulate, confident and outgoing: An
accomplished Bilingual communicator who mediates effectively to achieve successful outcomes.
Major Strengths
Education
MS in Human Resources Development Indira Gandhi National Open University
BS in Mathematics Meerut University, India
PROFESSIONAL EXPERIENCE
Torchmark Corp. Sep 2012 to Present
Customer Service Representative
 Responsible for conveying program benefits and details of Medicare Part D prescription program
 Expert at exploring eligibility and enrollment procedures for potential recipients
Wells Fargo Aug 2006 to Jul 2012
Personal Banker II / Business Banker
 Top performer in the branch and 2nd in the district in sales of units, profitability, partner referrals,
loans and servicing. Opened an average of 12 accounts per day and closed 50 loans per quarter.
 Responsible for developing customer relationships by collaborating with sales specialists in the
areas of investment, securities, merchant services, and mortgages.
 Maintained expert knowledge of a wide variety of financial products and services.
 Provided customer service and sales as an initial phone banker from 2006-2009
Conns Electronics and Appliances July 2004 to July 2006
Sales Specialist
 Exceeded target sales numbers every month. Average monthly turnover was $100,000.
 Interacted with customers on a daily basis and assisted them thoroughly with their purchases
 Executed expertise in completing credit applications and resolving related issues.
 Mentored new hires in every field of sales, credit, and customer service.
 Identified as highest producer of sales in the store
New York Life Insurance Dec 2002 to July 2004
Insurance Agent
 Sold insurance policies along with other financial products including long term care. Exceeded
assigned fiscal targets repeatedly.
 Effectively outlined details of each insurance plan to best fit the needs of each customer
 Attended and participated in seminars on finance management.
AWARDS
 Awarded Hat-of-the-Month for being best in customer services at Torchmark Corp.
 Twice awarded for outstanding customer service for most home equity referrals at Wells Fargo
 Featured as “You are a Star” in the Wells Fargo’s Westlake Page newsletter.
 Received recognition awards for aiding civil authorities during natural calamities and disasters.
 Work history prior to 2002 available upon request
Financial Services Sales Client Relationship Management
Personal Management Account Planning
Executive Presentations Interpersonal Communication
PROFESSIONAL EXPERIENCE
Wells Fargo
Aug 2006 to Present
Personal Banker II / Business Banker
 Top performer in the branch and 2nd
in the district in sales of units,
profitability, partner referrals, loans
and servicing.
 Opened an average of 12 accounts
per day and closed 50 loans per
quarter.
 Responsible for developing customer
relationships by partnering with sales
specialists in investment, securities,
merchant services and mortgages.
Maintaining knowledge of a variety of
financial products and services.
 Mentored new team members during
and after their on-boarding process.
 Twice awarded for outstanding
customer service for most home
equity referrals.
 Featured as “You are a Star” in the
company’s Westlake Page
newsletter.
 Series 6 certified. Renewal exam due
shortly.
 Certified Notary for the state of
Texas.
Conns Electronics and Appliances
July 2004 to July 2006
Sales Specialist
 Exceeded target sales numbers every
month. Average monthly turnover was
$100,000.
 Expertise in doing credit applications
and resolving related issues.
 Mentoring new hires in every field of
sales, credit and customer service.
New York Life Insurance
Dec 2002 to July 2004
Insurance Agent
 Sold insurance policies along with
other financial products including long
term care. Exceeded fiscal targets
assigned.
 Attended seminars on finance