Financial Adviser
مصرف أبوظبي الإسلامي
Total des années d'expérience :8 years, 5 Mois
o Worked in different areas in UAE (Abu Dhabi &Alain Area).
o Worked on the side of branches In different branches inside UAE.
o Specialized in mixed products of saving and Takaful plans.
o Strong background of bonds &Stocks market inside UAE.
o Assist customers on how to meet their best financial needs (short term and long term
needs)
o Sell insurance policies to potential clients.
o Help individuals, businesses, and families select the most appropriate policies for health,
life, and properties.
o Offer property and casualty, life, health, disability, and long-term care insurance. o -Pay beneficiaries when policyholders die.
o -Sell annuities for retirement incomes.
o -Offer health insurance policies that cover the costs of medical care ad loss of income due to illness or injury.
o -Advice clients on how to minimize risk.
o -Advice clients on retirement planning, estate planning, and also provide assistance in
setting up pension plans for businesses .
o -Sell mutual funds and variable annuities. & seek out leads and new clients.
o -Maintain reports and records of insurance policies.
o -Match insurance policies for clients with the companies that offer the best rates and
coverage.
o -Maintain regular contact with clients.
Uber Driver after my classes
• Welcoming clients in the car showroom, introducing the product and displaying technical specifications
• Giving full explanation of internal and external financing methods in order to find the most suitable method for the client.
• Coordinating with all company departments such as logistics, accounting and service departments and following-up on sale procedures.
• Presenting full knowledge in product insurance conditions and types.
• Creating a database of customers who visit the company and understanding their needs in order to contact them and inform them about new offers and new financing methods.
• Carrying out after sales services and resolving any occurring problems.
• Generating and delivering weekly sales reports to the direct manager.
• Generating weekly after-sales reports and monitoring service results.
• Escalating problems to the direct manager to resolve any problems faced by the sales department.
• Creating new marketing ideas and discussing them with other employees to upgrade product and service levels
Help poor people’s to eat we going to meet them in the house and do application to apply for Food Aid .
And then make diction if they can apply for Food Aid or not .
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