Eka Parisiah, Financial Sales Consultants

Eka Parisiah

Financial Sales Consultants

NEXUS INSURANCE BROKERS LLC

Lieu
Émirats Arabes Unis - Abu Dhabi
Éducation
Baccalauréat, Economics
Expérience
12 années, 4 mois

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Expériences professionnelles

Total des années d'expérience :12 années, 4 mois

Financial Sales Consultants à NEXUS INSURANCE BROKERS LLC
  • Émirats Arabes Unis - Abu Dhabi
  • Je travaille ici depuis décembre 2015

Develop appropriate selling and marketing strategy in approaching potential clients to facilitate achievement of the profitable business plan, like; calling, responding inquiries, etc. and securing the closing sale

Advise businesses and individuals on all areas of protection and financial planning by providing unmatched financial services in Life & Medical, Investment (Pension, Children Education) and General Insurance

Prepare and gain approval for proposals/Illustration plan/quotation that will meet the policies and client needs. Regularly review account performance and make appropriate recommendations for optimising returns

Handle all operational & administrative matters within the portfolio. Comply with the post and pre-approved policies, procedures and norms to protect and maintain the organization’s and client’s interests.

Administrative Receptionist à EKOTEKNOLOGI BISNIS INDONESIA
  • Indonésie
  • juillet 2015 à novembre 2015

Serve visitors by greeting, welcoming, directing and announcing them appropriately

Answer, screen and forward any incoming phone calls while providing basic information when needed

Receive and sort daily mail/deliveries/couriers

Maintain security by following procedures and controlling access.

Update appointment calendars and schedule meetings/appointments.

Perform other clerical receptionist and administrative duties such as filing, photocopying, collating, faxing, etc.

Financial Advisor à AXA MANDIRI FINANCIAL SERVICES
  • Indonésie
  • novembre 2011 à juillet 2015

Conducts Financial Needs Analysis and recommends appropriate products to meet client needs

Good understanding of various IT Technologies and emerging Technologies in the marketplace, ex: daily using of salesforce.com

Manages and builds excellent relationship within organization and customer

Generating different types of daily, weekly & monthly report like sales production report, Follow-Up marketing status report

Experience in handling complaint customer and give solutions towards (Customer Service Excellence)

Actively participated in formulating marketing strategies and campaigns also production updates

Strengthen administration Business Functions, services and supports in oversaw the company’s objective

Highlight Accomplishments:
Projected as ‘person in charge’ to replace Area Sales Manager’s duty in leading the team

Instrumental in generating more than 500 gained customers during sales reinforcement

Éducation

Baccalauréat, Economics
  • à Andalas University
  • juin 2011

Bachelor Degree in Economics- International Class Program of Management major Final Project: A Comparative Study between Student Expectation & Perception toward Service Quality of Andalas University Websites

Etudes secondaires ou équivalent, Economics
  • à Senior High School
  • juillet 2007

SMA Negeri 9 in Jambi, Indonesia – Public School Major in Science.

Specialties & Skills

Customer Service
Marketing
insurance and investment
Financial Services
General Business Administration
ADMINISTRATION
BUSINESS PLANS
CLOSING
CONSULTING
CUSTOMER RELATIONS
FINANCIAL
FINANCIAL PLANNING
FUNCTIONAL
ILLUSTRATOR
MARKET PLANNING

Langues

Arabe
Moyen
Anglais
Expert
Indonésien
Expert
Malais
Expert

Formation et Diplômes

Certified Financial Planner (Certificat)
Consultant Authorisation Training (Formation)
Institut de formation:
Nexus Insurance Brokers LLC

Loisirs

  • Movies