Investment Consultant
Carib International
مجموع سنوات الخبرة :14 years, 7 أشهر
-Consulting HNW clients for oversea investments and Citizenship
- Performing case file analysis and evaluating of each case, addressing and dealing with any
problem that occurs.
-Collaborating with International Agents in regards to property or business investments
-Assisting and processing client files to assigned departments
-Reporting directly to Marketing Manager & Regional Manager
-Participate and assist in various property and investment exhibitions both local and International
-Research and collaborating with Wealth Management companies.
-Establish and maintain client database
-Analyzing Currency and CFD Markets and preparing reports for Management.
-Execute and organize an efficient and structured sales process on the phone, face to face and at trading expos and events.
-Executing clients buy or sell orders through phone in Financial Market Platforms.
-Mentoring Sales representatives in regards to FOREX market and investment.
- Overseeing all aspects of sellers’ transactions from initial contact to executed purchase agreement.
- Listing properties with Local RE agents.
- Coordinate showings & obtain feedback.
- Assisting in marketing strategies.
- presenting and negotiate all offers to purchase with clients and agents.
University of Wollongong in Dubai, is one of the Top universities in UAE as well as in Australia During my Master's, I have learned a lot about the International trade and economy relations. My subject varied from Financial banking to Cross Culture and management change.
University of Pune is one of the most known university in India to foreign students. With its old heritage and vast selections, it was a very interesting and educational experience. During my Commerce degree, I have completed subject which varies from Marketing Management to Corporate Accounting.