Financial Advisor
Kuscco Mutual Assurance
Total years of experience :2 years, 3 Months
Financial Advisor
Roles
1. Put the skills I have learnt in product knowledge and sales to practice on the shop floor.
2. Client services and customer relations in the corporate world act as a boon as I involve direct communications with clients and thus help establish fruitful long-term relationships with clients across the globe.
3. Compliance and closeness to the laws of the government.
Achievements
1. Increased Sales and Revenue: I am meaningful to Kuscco Mutual Assurance as a result of doing better than expected and bringing new insurance policy buyers which translates to more profit for the company.
2. Improved Client Retention: Ensuring a strong bond with your customers and providing best-in-class service would lead to more satisfied and loyal customers.
3. Enhanced Customer Protection: I complete an evaluation followed by policy coverage recommendations and ensure that all financial uncertainties are catered to the client.
Roles
1. I processed invoices and payments.
2. Managed accounts payable and receivable.
3. Prepared financial report
Achievements
1. Streamlined Accounts Payable and Receivable: Improved the management of accounts payable and receivable, enhancing financial control.
2. Financial Reporting Expertise: Prepared accurate and timely financial reports, supporting informed decision-making.
3. Increased Efficiency in Invoice and Payment Processing: Processed invoices and payments efficiently, ensuring timely payments and accurate records.
Roles
I supported data entry for receivables, payables, and bank reconciliations.
I assisted with payroll processing.
Achievements
1. Data Entry Accuracy: Maintained high levels of accuracy in data entry for receivables, payables, and bank reconciliations, ensuring data integrity.
2. Payroll Support: Provided valuable assistance in payroll processing tasks, contributing to the smooth functioning of payroll operations.
3. Software Skills: Demonstrated proficiency in Microsoft Office Suite and Excel, utilizing these skills effectively for accounting tasks.
I attained second-class upper division.
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