دانا حبايسه, Key Account Executive

دانا حبايسه

Key Account Executive

AXA Insurance GULF

البلد
الأردن
التعليم
ماجستير, Finance and Investment
الخبرات
7 years, 0 أشهر

مشاركة سيرتي الذاتية

حظر المستخدم


الخبرة العملية

مجموع سنوات الخبرة :7 years, 0 أشهر

Key Account Executive في AXA Insurance GULF
  • الإمارات العربية المتحدة - أبو ظبي
  • فبراير 2015 إلى سبتمبر 2016

I was assigned as an Account Executive to handle a prestige account - NBAD worldwide and Dubai Airports as the client’s voice when developing and executing the work. The duties included meeting the clients to discuss their needs and briefing the policy easily to them. I was assigned also to make sure that the provided services are matching to the policy’s terms & conditions. Solving any problems and making sure that the deadlines for any inquiry are met. Checking and reporting on the work’s progress to the Business Development Manager.

Data Analyst - FieldSupervisor ZAATRI CAMP في ACTED
  • الأردن - عمان
  • فبراير 2014 إلى نوفمبر 2014

I was assigned as field supervisor in the research & Statistics Department . It was a full-time job and duties included preparing the initial surveys and deciding the final plan after discussing with the researcher about the project’s objectives, the random sample. It also required me to prepare my team and provide them with full details about the projects and the main techniques that will be implemented in order to get the accurate results. Liaising with programmed staff of other ACTED departments to ensure adequate information sharing. Providing ACTED team, other NGO’s and the Government any information that might help them in the Humanitarian services.

Financial Authorized Consultant في Nexus Financial Services
  • الإمارات العربية المتحدة - أبو ظبي
  • ديسمبر 2011 إلى يونيو 2012

Working as a Financial Authorized Consultant with Nexus Financial Services Dec 2011 - now: assist clients in long term planning in order to help them achieve their future goals, whether retirement (pension
planning) and education planning for their children to income protection (life insurances) and certain capital
accumulation & wealth preservation options.
Our core area of work enables our clients to plan: • Family security & welfare.
• Children's future & education.
• Financial freedom at retirement.
• Critical Illness & Long Term Care protection
• Family Income Protection.
• Partnership Insurance/ Key Man Insurance.
• Aspirations & financial dreams - Lump Sum Investments.
• Succession Planning - Will, Trust, Offshore Savings, etc.
• General Insurance

Financial Analyst في Shareco Brokerage Co
  • الأردن - عمان
  • يناير 2008 إلى نوفمبر 2011

Analyze the data (Do a root cause) in order to determine what factors contributed to those numbers.
Collect data that will report financial performance
Analyze trends in the financial statements components
Preparing spreadsheets, graphs and charts to help illustrate financial trends.

الخلفية التعليمية

ماجستير, Finance and Investment
  • في Hashemite University
  • فبراير 2014
بكالوريوس, Actuarial Science
  • في The Univeristy of Jordan
  • يونيو 2007

Training Courses: The Jordan University Oct 2003 - June 2007 B.S In Actuarial Science

Specialties & Skills

Risk Management Systems
Financial Advisory
Insurance
Portfolio Management
Wealth Management
FINANCE
FINANCIAL ANALYST
FINANCIAL STATEMENTS
FORECASTS
MARKETING
RISK MANAGEMENT

اللغات

الانجليزية
متمرّس

العضويات

Institute of actuaries UK
  • Actuary
  • January 2008

التدريب و الشهادات

Training / Nexus (تدريب)
معهد التدريب:
Certified Financial Consultant
تاريخ الدورة:
December 2011
Training (تدريب)
معهد التدريب:
Anti Money Laundring
تاريخ الدورة:
December 2011