financial consultant
- Achieved Company Incentive Bangkok Trip “Fast Track” within 4 months.
- Qualified for Agency Incentive Trip to Australia in 2019.
- Provide personalized insurance/financial solutions to clients.
- Worked closely with Business Development Managers and Underwriters to resolve issues pertaining to investment and insurance policies (Approval and claims etc.)
- Possessed proactiveness in boosting investment knowledge for myself and clients.
- Supported daily client servicing duties.
financial consultant
- Approach and meet customer.
- Tailored financial and insurance plan to best suite customer financial status.
- Market and develop business across various channels and networks.
- Activities participate in company activities. (e.g. training, meeting and marketing activities.)
financial consultant
- Was the youngest in a team of consultants assembled to support Small and Medium scale Enterprises (SME’s) to overcome barriers to growth and build competitive businesses for 1,000 enterprises on the £4M UK-Aid funded ENGINE project.
- Install systems of recording costs or other financial and budgetary data and provide advice on such systems, based on examination of current financial records.
- Maintain sales goals by deepening the branch customer base through proactive sales and service abilities.
- Handle any problems with customer accounts by effectively managing all risk though the bank’s risk management framework