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خلاصہ
To pursue a progressive career in a dynamic organization which provides opportunities for both professional and personal growth, and develop skills to expand the organization’s performance and profitability, and to seek a challenging job in a progressive establishment, which offers a competitive working environment and to excel in Finance,Marketing and HR field through hard work, commitment and skills.
تجربہ
Financial Advisor
Contacting clients and setting up meetings, either within an office environment or in clients\' homes or business premises.
Conducting in-depth reviews of clients\' financial circumstances, current provision and future aims
analyzing information and preparing plans best suited to individual clients\' requirements.
Completing risk analyses.
Researching the marketplace and providing clients with information on new and existing products and services
designing financial strategies.
Assisting clients to make informed decisions
researching information from various sources, including providers of financial products.
Reviewing and responding to clients changing needs and financial circumstances.
Promoting and selling financial products to meet given or negotiated sales targets.
