Financial Advisor
Al sagr National Insurance Company
مجموع سنوات الخبرة :8 years, 5 أشهر
esponsible to providing end to end solutions in
• Property insurance.
• Engineering insurance - liability insurance - CAR insurance .
• Marine cargo insurance - Marine Hull insurance .
• Motor insurance.
• Health insurance - life Insurance.
• Travel insurance And Miscellaneous insurance.
•Possess comprehensive understanding of diverse facets of financial planning, including investments, banking, real estate and succession planning, executive compensation, and credit solutions.
•Skilled communicator adept at building strong rapport with both coworkers and clientele, including Attorneys, Personal Financial Advisors, Accountants, Trust Officers, Bankers, and Investment Specialists.
•Excellent understanding and exceptional background working with clients, families, and their advisors to examine objectives, determine risk threshold, and provide
•proper solutions.
•Responsible for Bancatakaful budgetary and sales targets from the Mass Affluent client Base of the Bank. Bancatakaful portfolio includes plans from FWU, Noor Takaful, Aman Insurance (Shariah Compliant) and Salama (Shariah Complaint).
• Responsible for prospecting the clients through relationship management mechanism and approaching them for a complete consumer banking solutions.
• Responsible for the budgetary sales of CASA, Fixed deposits.
• Providing the clients with a tailor made financial solutions so as to achieve their financial goals about their future through certified financial planning techniques.
• Responsible for the after sales service process including providing timely valuation reports, reinstatements, withdrawals etc.
• Sell and promote multiple banking products (Personal Loan, Auto Loan, Mortgage and credit card).
• Enhance marketing to recognize prospective clients for generating business.
• Assist in setting up various corporate promotions.
• Set up appointments and secure corporate counters for corporate sales.
• Provide customer service and ensure timely response to customer requests or complaints.
• Ensure work conforms to the compliance guidelines set out.
• Dealt with customer service issues. Managed client relations to promote long-term relationships.
• Responsibility of customer service and sales department.
•Responsible for purchasing goods for the car care center.
•Payroll Accounting (Temporary workers).
•Present and sell company products and services to current and potential clients.
•Prepare action plans and schedules to identify specific targets and to project.
•Follow-up for collection of payment.
*Assist in the implementation of company marketing plans as needed
El motawakel co. at • I have managed to get summer Volunteer at El Motawakel Co. for Trade from
summers 2006-2007-2008.
June 2006 - October 2008 (2 years 5 months)
I have managed to get summer Volunteer at El Moutawakel Co.