Financial Planner
Takaful Emarat
Total years of experience :23 years, 9 Months
the financial needs of individuals and help them with decisions on investments and insurance.
•Establish rapport and trust with clients, engage in deep conversations to understand and analyze clients’ financial and life goals, current and ideal financial circumstances and level of risk tolerance in order to recommend relevant products and services and develop appropriate financial planning strategies. Analyze information on financial products and market trends and be able to provide informed advice on products best suited to individual client needs.
•Prospect new business -- identify new and untapped client bases, develop a plan to connect with potential clients; build new referral sources; generate referrals from existing clients.
•Build contacts with potential clients, either through door-to-door or cold calling strategies, in order to set-up initial meetings, either at client’s home or other location.
• Assess the financial needs of individuals and help them with decisions on investments and insurance.
• Establish rapport and trust with clients, engage in deep conversations to understand and analyze clients’ financial and life goals, current and ideal financial circumstances and level of risk tolerance in order to recommend relevant products and services and develop appropriate financial planning strategies. Analyze information on financial products and market trends and be able to provide informed advice on products best suited to individual client needs.
• Prospect new business -- identify new and untapped client bases, develop a plan to connect with potential clients; build new referral sources; generate referrals from existing clients.
• Build contacts with potential clients, either through door-to-door or cold calling strategies, in order to set-up initial meetings, either at client’s home or other location.
as company's Marketing Manager and set the marketing direction for the company. Develop marketing programs across the appropriate marketing mix, advertising, direct marketing, internet, digital marketing, events, public relations, and sales support. Attends to customer inquiries and generate new business for the company by attending public or in house trainings.
• Oversee the implementation of these programs by managing team and ensure that benchmarks and goals are measured and met. Further analysis of the results and make refinements to the plans to optimize output.
assigned recovery targets through telephone calls on defaulting credit card holders of the bank. Meeting customers and checking payments on their accounts. Collect necessary information and analyse the defaulter’s cases and initiate appropriate actions for settlements. Sustain customer relationship with organization to retain customers and providing high level of customer services.
•Handling follow up, collection and allocation of payment, monitoring customer account details for non payments, delayed payments and other irregularities of defaulter customers for 2 months (cycle 2) to 9 months (cycle 9) onwards.
•Awarded as Star of the Month on
specialized service VIP/Institutional clients of the home finance and meeting with applicants to obtain information for loan applications and to analyze the applicants' financial status, credit, and property evaluations to determine feasibility of granting loans that adheres to banking regulations, strict compliance to documentation requirements and compliance guidelines.
as company’s Marketing Manager and manage in developing marketing campaigns in promoting Capital ME and Business Islamica Magazine which includes planning, advertising, public relations, product development, distribution, sponsorship and research. Responsible in contracting with event organizers for sponsorship barter deals and executing the contracts pre and post events in the UAE, GCC countries, Asia, Europe and USA.
all incoming and outgoing logistics and acts as
of the Buena Vista Nature Park & Country Club and Taal View Heights to interested buyer and accompany clients to property site.
•Client calls, setting appointments and manning in the model units.
•Closing an account for over 7 million in Taal View Heights and 500 Thousand Shares of Buena Vista Nature Park and Country Club and received awards for sales ice breaker.
Customer Service / Project Employee, Philippine Long Distance Telecommunication Company PLDT RCBC, Makati City,
the company and leading a sales team of 10 people. I was responsible for office administration, accounts and delivering sales targets required each month.
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