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خلاصہ
Expert communicator with 2+ years of experience dedicated to community development
Strong public speaking, teaching, and facilitating skills for diverse student, professional, and general audiences
Extensive involvement in all levels of relationship building, marketing, and program development
Proven ability to manage multiple projects while meeting challenging deadlines
تجربہ
Relationship Manager
• Deposit mobilization
• Business Development
• Marketing and cross-selling of Retail/ Consumer products & services.
• Providing Quality Customer Service
• Networking with existing & potential clients
Wealth Adviser
Production and management of marketing collateral, both through traditional and digital media
Investment content and investor updates; working closely with the respective investment teams
Event coordination and management across charities and private clients
Liaising with advertising and PR agencies
Senior Executive Sales Consultant
Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.
Processed applications, payments, corrections, endorsements and cancellations.
Called hundred warm leads each week to expand client base.
Developed, implemented and monitored new underwriting guidelines for the agency.
Promoted agency products to customers in person, on the telephone and in writing.
Prepared necessary paperwork to process insurance sales and renewals.
Presented and clearly explained insurance policy options to clients based on their needs and goals.
Presented account proposals in a professional and timely manner.
