Graduate Trainee - Investment RelationShip Managment
Gulf Finance House
Total years of experience :13 years, 3 Months
Meet and assist families and individuals with gaining a thorough understanding of their unique investment goals and objectives i GFH, construct customized investment portfolios designed to achieve goals and objectives, manage investment portfolios in accordance with plans, communicate progress on a regular basis and adjust plans as circumstances change.
stay informed of developments in investment and capital markets and are able to articulate and disseminate to clients of varying levels of sophistication. The primary responsibility is maintaining high levels of client satisfaction. responsible for new business development as well as participation in development of investment process, methodologies and philosophies.
•Answer calls professionally, respond to customer inquiries plus effectively handle special telephone tasks like call transfers, taking messages, call backs, holds, interruptions, and unintentional disconnects.
•Control a call through effective communication techniques, do payments using through credit cards.
•Using effective interpersonal skills to resolve conflict situations.
•Selling upgrade or additional products to existing customers.
•Gathering and analyzing then applying appropriate interventions to resolve an issue or come to a decision.
•Ability to actively listen, question appropriately, provide feedback, and use the skills to build customer relationships.
•Knowledge and ability to interact with a variety of people in the workplace.
•Maintain a calm demeanor and mental state when situations and emotions escalate to higher levels.
•Managing multiple priorities like receiving customer information over phone, while inputting/searching for data into the Remedy System.
•Follow up customer calls where necessary, complete call logs and produce call reports.
•Working with others, offering support to coworkers and contribute to team task accomplishment.
Promoter Red Scarf Agency Start: Sep, 2010 End: Oct, 2010
Responsibilities
-Event managements and organizer.
-Hosting the guests.
-working on shifts basis
•Helps students figure out where they want to go to college and how to make it happen.
•Apply online to students by filling the university forms and doing simple presentations.
•Assist students to have unconditional offers from UK universities and find the preferable accommodation.
Organizer BIC Start: April, 2007 End: Sep, 2007
Responsibilities
- Selling the customers the tickets.
- Arranging the entrance.
- Organizing the entrance process
(2008-2012) University Of Bahrain - Bachelor in Banking and Finance student (Transcript GBA: 3.17 over 4) completed 126 credits , Accounting , Economics , Finance
