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Prajjwol Kunwar
Business Analyst
4015 N Beltline Road, Irvin, Tex 75038 LinkedIn

8303449567
pkunwar@miu.edu

Detail-oriented Business Analyst and Research Assistant with 10+ years of experience in the field of marketing
and operations. Proficiency in performing clerical and laboratory work to advance research projects. Drives team
success with expertise in data review, reporting and specimen handling. Having objective to work effectively
and efficiently along with learning, earning, and sharing knowledge and experience while contributing cent percent
to the growth of the organization and myself.
Skilled professional with extensive knowledge of business and sales domain aspiring to be become the leading
business analyst in the foreseeable future.

Skills
SAP S/4 HANA | Advance Excel | Tally ERP | Quick Book | Business Intelligence | Market Researcher |
Marketing | Lead Generation | Digital Marketing | Emotional Intelligence | Time Management | Data-driven
decisions | Adaptability | Proficiency in written and verbal communication, including Presentation Skills |
Leadership | Process Improvement | Project Management | Problem Solving | Industry Knowledge | Stakeholder
Management | Risk Management | Business Intelligence | International Business | Facilitation | Critical Thinking |
Six Sigma | Quick Learner | Collaborative Teamwork |

Work History
Research Assistant / Business Analyst 2022-11 - Current
Maharishi International University, Fairfield, IA
 Managed a process re-engineering project to improve and consolidate end-to-end service processes; restructured
communication flow among 10 departments and cut down paperwork by 75%.
 Gathered, arranged, and corrected research data to create representative graphs and charts highlighting results for
presentations among group of 56 students.
 Collected and analyzed data to help design, implement and evaluate research leading database to increase by
more 100%.

Market Analyst 2021-06 - 2022-08

Samayama Technologies, Nepal (Startup Logistic Company)
 Executed strategic plans for growth and new acquisitions (150 clients in 2nd month of business).
 Solved complex problems to increase sales effectiveness and streamline business direction.

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 Researched markets and key audiences to increase profits through effective marketing and branding campaigns.
 High-level discussion with management and contribute to assessing and directing company's visions and goals.
 Key person on merchant end of business and responsible for synchronizing merchants with other departments.
 Involvement with planning and executing expansion plans for other markets within country.
 Hired, trained, and built high-performing team of sales representatives.

Startup Founder 2017-08 - 2022-08

Laibary, Nepal (Startup Online Book Store)
 Conducted target market research to scope out industry competition and identify advantageous trends (0 online
stores).
 Studied market to determine optimal pricing of goods and capitalize on emerging opportunities (5% discount on
all purchases).
 Created and monitored promotional approaches to increase sales and profit levels.
 Strong partnerships with other businesses to allow for collaboration and more significant opportunities for
growth.
 Directed market expansions to propel business forward, meet changing customer needs.
 Implemented innovative sales and marketing strategies to facilitate business expansion.
 Handling orders, delivery process, and maintaining stock.

Head Operation & Communication 2018-11 - 2020-05

Capital Trade Way Pvt. Ltd, Nepal (Highest Tire Seller of Nepal; Importer of Goodyear and Dunlop Tires)
 Identified and resolved unauthorized, unsafe, or ineffective practices.
 Established positive and effective communication among staff and organization leadership, reducing
miscommunications, and missed deadlines.
 Introduced new methods, practices, and systems to reduce turnaround time.
 Developed and maintained relationships with external vendors and suppliers.
 Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.
 Trained and guided team members to maintain high productivity and performance metrics.
 Working closely with HR and Accounts to manage team members of 45 individuals.

Senior Relationship Manager 2012-09 - 2018-11

Rakura Tea, Nepal (Tea Exporter to 16 countries; leading domestic tea seller)
 Researched current trends to identify prospective customers and determine specific needs.
 Collaborated with clients to address and respond.
 Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
 Reviewed historical, current, and forecasting information to capitalize on system enhancement opportunities.
 Marketing of all kinds of teas, handling import and export of teas, monitoring domestic tea sales.

Direct Sales Executive 2011-12 - 2012-07

Rohan Motors LTD, India (Maruti-Suzuki cars platinum dealership)
 Drove team revenue totals by bringing in top sales figures, 100% target achievement.
 Gained customer trust by demonstrating a compelling and persuasive professional demeanor.

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 Recorded accurate and efficient records in customer database.

 Met existing and new customers (15 per month) to review current services and expand sales opportunities.
 Contributed to event marketing, sales, and brand promotion.

Business Development Executive 2011-01 - 2011-10

All India Professional & Management Association, India (Education Consultant)
 Identified and pursued valuable business opportunities to generate new company revenue and improve bottom
line profit.
 Collaborated with sales and marketing departments to support client acquisition.
 Utilized market trends, mission priorities and customer goals to envision, shape and close new opportunities.
 Preparing and executing presentation in 11 colleges and 7 corporate offices.

Internee 2008-09 - 2008-10

Bank Of Asia, Nepal (No.1 Bank of Nepal)
 Reported back to instructor to receive day-to-day tasks and responsibilities.
 Communicated effectively with faculty and staff and accepted suggestions for areas of improvement.
 Interacted with customers (25 calls per day) by phone, email, or in-person to provide information.
 Job shadowing and learning technical skills related to industry.

Education
2022-08 - Current MBA: SAP S/4 HANA
Maharishi International University - Fairfield, IA

2010-06 - 2012-07 MBA: Marketing

Prist University - India
· Works for some of the most amazing people in the country. Affluent individuals, families and privately-owned businesses entrust our client with their retirement and investment goals and dreams. Services offered include full financial planning, investment management, retirement income planning, and protection planning strategies.

· Not only wants their clients to succeed, but they want their staff to succeed as well. They make sure to practice what they preach, and help their staff become engaged in their own success. They deliver training, mentoring, and numerous opportunities for a successful career outcome to all of those who join the team.

· Is a highly respected wealth management firm. They are very selective about whom they bring on board and with whom they do business.Do you think you have what it takes? Let’s visit.

Embracing the fresh and unique points of view that new teammates bring to the table is highly valued at this firm. Here are some of the attributes they are seeking in a new member of the team:

Energy and enthusiasmA strong desire to be a team player Commitment to exceeding client expectations Meticulous listening skills An ability to work autonomously as well as collaboratively to contribute to the overall excellence of the client experience

Flexibility and openness to work on varied priorities An ability to learn quickly and improve upon established methods Excellent communication and relationship management skills; ability to convey complex ideas in easy-to-understand terms

Excellent process and detail orientation skills An ability to quickly connect with others and to build solid relationships within the firm and across the client base A steady desire to be a long-term contributing member of the team

A long view of the opportunities presented by the firm, and the industry overall Utilizing best-in-class resources and technology, you will roll up your sleeves and work in collaboration with the entire team, particularly the firm’s Founder. As a key part of the team, you will help tackle complex financial, estate, tax, and insurance planning situations and deliver an experience to clients that is second to none.

In your role as a Service Advisor, you can expect to: Work alongside the firm’s Founder to adopt the firm’s philosophies, strategies, values, and standards for your own clients, as well as existing clients that are assigned to you and incoming referrals

Collaborate with the team to master the processes and systems that underlie the firm’s value proposition Ensure a consistent experience for all clients of the firm through: Producing client deliverables in a timely, accurate, and informative manner

Conduct off-cycle review meetings in conjunction with the Director of Investment Operations.Ease the Founder’s capacity issues by servicing existing clients and new incoming referrals.Monitor account alerts.

Generate review meeting materials for client presentation.Continuously maintaining relationships with clients and understanding their unique circumstances, connections, talents, interests, etc.

During review meetings, analyze clients’ income, expenses, assets, and debt situation (at least annually), and document appropriately.Review clients’ goals and risk profile.Recommend solutions to help clients achieve goals; including appropriate investment and insurance solutions.

Attend client meetings, take notes, create summary letters and file notes, and perform necessary follow-up.Responding to client service needs throughout the year Provide outstanding client service by responding to incoming phone calls from clients and addressing their questions and concerns.

o Stay current on trends within the financial planning and investment arena Serve in support of the Investment Operations team with tasks ranging from money movement (contributions, withdrawals, journals, etc.) to tax loss harvesting.

Other tasks as needed for the team to excel and function optimally.Qualifications for this opportunity include: Bachelor’s degree required; concentration in finance, economics, or investments preferred

Series 7 and 66 (or 63 and 65) required Life and health insurance licenses required Advanced degree or designation (CFP®, MBA, or AIF) highly desirable Minimum of three years of experience as an Advisor required

willingness to join Commonwealth Financial Network as your broker/dealer Strong computer desktop skills: Office365, EMoney or RightCapital; willingness to use SmartOffice CRM Demonstrated job stability and commitment to career progression