Total Years of Experience: 5 Years, 3 Months
September 2010
To March 2011
Graduate Trainee at Group Risk, Life and Health, Allianz Operational Entities Coverage
at Allianz SE, Munich, Germany
Location :
Other
Effectively participated in the review of Allianz operational entities new life insurance products, which exceeded the operational entity premium threshold level, checked their compliance with the Group new product assessment and approval process framework;
Reviewed the features of unprofitable or highly complex Life and Health products;
Evaluated the life product approval process, MCEV and Risk Capital guidelines;
Created risk capital movement tracking software tool using PERL, which allowed semiautomatization of the manual inputs and graphic visualization of the risk capital movements of selected funds mapped against interest risk sensitivity, credit swap sensitivity, and duration gap of respective operational entities;
Simultaneously conducted master thesis research on “Credit Risk Management Within Solvency II Framework” under supervision of Group Risk Insurance Coverage II team leader.
Reviewed the features of unprofitable or highly complex Life and Health products;
Evaluated the life product approval process, MCEV and Risk Capital guidelines;
Created risk capital movement tracking software tool using PERL, which allowed semiautomatization of the manual inputs and graphic visualization of the risk capital movements of selected funds mapped against interest risk sensitivity, credit swap sensitivity, and duration gap of respective operational entities;
Simultaneously conducted master thesis research on “Credit Risk Management Within Solvency II Framework” under supervision of Group Risk Insurance Coverage II team leader.
May 2009
To January 2010
Business Development Specialist/Financial Advisor Assistant
at AXA Advisors, LLC.,New York, US
Location :
Other
Participated in the development and execution of marketing strategies to attract the target group of clients;
Contributed to the growth of the client base by prospecting clients over telephone;
Assisted in analyzing the financial information gathered from clients to determine the most effective strategies of helping clients meet their financial goals;
Prepared necessary documentation and prospects for FA to explain complex life insurance products to the clients and documented responsibilities of personal financial professionals;
Guided clients in gathering necessary financial data, such as bank account records, income tax returns, life and disability insurance records;
Managed telephone calls and incoming/outgoing correspondence.
Contributed to the growth of the client base by prospecting clients over telephone;
Assisted in analyzing the financial information gathered from clients to determine the most effective strategies of helping clients meet their financial goals;
Prepared necessary documentation and prospects for FA to explain complex life insurance products to the clients and documented responsibilities of personal financial professionals;
Guided clients in gathering necessary financial data, such as bank account records, income tax returns, life and disability insurance records;
Managed telephone calls and incoming/outgoing correspondence.
August 2008
To April 2009
Commercial Loan Officer Assistant/Credit Analyst in Commercial and Residential Real Estate Loans
at SFN Financial Services Inc., New York, US
Location :
Other
Performed credit analysis on commercial real estate loans including bridge, construction, office, retail, mixed-use and multi-family;
Developed pro-forma statements and cash flow projections;
Reviewed appraisal and environmental reports to ensure the market value and conditions of the property;
Reviewed complex financial data, credit and loan files to guarantee the completeness and compliance with the regulatory requirements;
Monitored and maintained the commercial and residential portfolios of new and existing clients.
Developed pro-forma statements and cash flow projections;
Reviewed appraisal and environmental reports to ensure the market value and conditions of the property;
Reviewed complex financial data, credit and loan files to guarantee the completeness and compliance with the regulatory requirements;
Monitored and maintained the commercial and residential portfolios of new and existing clients.
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