Senior financial advisor
AXA LIFE INSURANCE
Total des années d'expérience :3 years, 11 Mois
1. Handling customers requests and complaints
2. Approaching new customers
3. Selling all life insurance policies (saving and protection policies / pure life insurance)
4. Selling medical insurance policies to individuals and families
5. Cross selling over the phone the existing customers.
6. Following up on the business and its issuance process
NOTE: I still work for AXA
. Handeling customers requests and complaints
2. Clerance and liability letters
3. Accounts Adjusts and updates
6. Approaching new customers
7. Opening New Accounts.
8. Opening companies Accounts
9. Selling CC ( secured and unsecured)
10. Selling loans ( secured and unsecured)
11. Cross selling Allianz policies to our customers ( life insurance and medical insurance)
12.Selling CD's and TD's
14. Referring large companies to corporate department
1. Handeling customers requests and complaints
2. Bringing new customers to the bank
3. Opening New Accounts
4. Selling loans
5. Selling CC
6. Referring large companies to corporate department
CFA is a certificate of 3 levels, i managed to finish and pass level 1 exam , and now am a level 2 candidate. Level 1 contains the following subjects: 1. Quantitative 2. Equities 3. Financial Reporting systems ( IFRS and US GASP) 4. Economics 5. Alternatives 6. Derivatives 7. Portfolio management 8. Ethics 9. Technical 10. Cost accounting
This course was taken in order for me to have a better vision and understanding to core principles of finance.
I studied commerce at Ain shams university and i chose Accounting to be my major at my last year.
This is a licence for using Microsoft office, it simply gives you the needed basis of knowledge regarding it. This licence includes: 1. Word 2. PowerPoint 3. Excel 4. Outlook 5. Internet explorer
