Mohd Khalid

• Analyzed client requirements and provided expert consultation onWills, estate planning solutions, and related legal services, ensuring
alignment with client needs and objectives.
• Guided clients end-to-end through the consultation and execution process, ensuring a smooth, compliant, and client-centric
experience.
• Consistently worked towards achieving monthly, quarterly, and annual sales targets, contributing to revenue growth and departmental
success.
• Maintained in-depth knowledge of products and services to deliver accurate advice, address objections, and build long-term client
trust.
• Effectively converted qualified leads through consultative sales techniques, negotiation, and value-driven pitching.
• Identified new business opportunities and proposed innovative sales approaches to enhance client engagement and conversion
rates.
• Ensured a high level of customer satisfaction by delivering professional, timely, and solution-oriented sales service.
• Utilized CRM tools to track leads, manage pipelines, and monitor performance metrics for data-driven decision-making.
• Collaborated with internal teams to ensure timely documentation, seamless handovers, and successful closures.

• Analyzed financial data and news to identify potential trading opportunities for clients.
• Built strong client relationships and provided tailored solutions to track interactions and opportunities.
• Demonstrated expertise in driving business growth and fostering strong client relationships while being entrusted with the
responsibility of generating leads, connecting with clients, and showcasing an extensive range of services and products for Golden
Brokers, Tradematics & Gulf Brokers.
• Successfully expanded the client base through targeted strategies, increasing company revenue.
• Drove sales by engaging prospects, understanding customers investment needs and presenting suitable investment opportunities
in different financial instruments.
• Remained updated with market trends, stocks, and financial news providing clients with tailored investment plans increasing their
portfolios by an average of 17% monthly.
• Maintained long-term client relationships with continuous support and engagement.

• Determining and distributing work assignments and responsibilities and supervising projects to ensure employees collaborate towards
a common objective.
• Training new employees on company procedures and policies, including safety measures.
• Monitoring employee performance and implementing disciplinary actions, if necessary.
• Providing support and guidance to team members to ensure they perform their duties effectively.
• Reviewing employee productivity and performance to ensure they meet clients requirements or recommending improvements to
meet quality standards.
• Evaluating and recommending alternative procedures for auditing to ensure the company continues to improve in annual revenue.
• Conducting regular meetings with inspection team to help foster efficient teamwork and consistency.
• Creating regular reports highlighting inspection performance and areas that require improvement.
• Serving as subject experts regarding servicing, customer requirements, processes, and delivery to ensure a successful experience
for clients.

• Managed large amounts of incoming phone calls, chats and emails.
• Identify and assess customers needs to achieve customer satisfaction.
• Build sustainable relationships and trust with customer accounts through open and interactive communication.
• Provide accurate, valid and complete information by using the right methods/tools.
• Handle customer complaints, provide appropriate solutions and alternatives within the time limit and follow up to ensure resolution.
• Keep records of customer interactions, process customer accounts and file documents.
• Follow communication procedures, guidelines and policies.
• Take the extra mile to engage customers.

• Handling day to day store operations including but not limited to: Billing, banking, reporting.
• Responsible for the store profitability and sales growth seasonally.
• Schedule rotation of staff in shifts.
• Daily conducting meetings & motivating the team to achieve their targets.
• Managing stock, Daily inventory, daily sales report, sales recon, stock report.
• Responsible for smooth selling with team.
• Helping customers to purchase according to their need and requirement.
• Co-ordination with the subordinate/seniors to make the operations and sales smoother & efficient.
• Monitoring for loss prevention through stock leakage and theft.