Akshata Patel
Recruiter | Business Analyst | UX Designer
- Role
- Licensed Financial Professional at Hegemon Group International
- Location
- Palmyra, PA, US
- LinkedIn followers
- 500 followers
About Akshata Patel
Highly motivated and results-oriented UX/UI Designer and Business Analyst with 2+ years of experience creating user-centric designs and bridging the gap between business needs and user expectations-Proven ability to conduct user research, analyze requirements, and deliver exceptional digital experiences through collaboration and effective communication-Possesses strong design thinking skills and proficiency in industry-standard software-Proficient in generating on-demand and scheduled reports for business analysis using Tableau and Power BI-Good experience in writing complex SQL Queries like Stored Procedures, triggers, joints, and Subqueries-Proficiency in performing Business Process GAP Analysis, SWOT analysis, Risk analysis, and Impact analysis to check the compatibility of the legacy system infrastructure with new business requirements-Good knowledge of Skills like Time management, Leadership, Management, Problem- solving, Negotiation,Decision-Making, Documentation and Presentation, and Verbal communication
Experience
Licensed Financial Professional
Jun 2024 — Present
Evaluate clients\' financial situations, goals, and risk tolerance to develop tailored strategies- Create personalized financial plans, including investment, retirement, and tax strategies-Monitor and adjust investment portfolios to align with clients\' objectives and market conditions-Provide clients with insights on financial concepts, market trends, and investment options-Uphold industry regulations and ethical standards while building strong client relationships.
Education
Springboard
UX design
Pillai HOC College of Engineering and Technology
Bachelor of Engineering - BE, Information Technology
Bhartiya Vidya Bhavans Sardar Patel Institute of Technology Munshi Nagar Andheri Mumbai
Postgraduate Diploma, User Experience
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.