TREASURY ANALYST
NATIONAL OILWELL VARCO
Total years of experience :13 years, 8 Months
Handling auctions of T-bills and PIBs.
Telephoning customers and taking their respective bids.
Research report on the current state of Pakistan’s economy.
Profiling of Investment Portfolio of Insurance Companies
Ensuring adherence to the company’s underwriting guidelines and philosophy.
Evaluation of applications for life, accident & health insurance, medical, financial and other reports, and assessment of other interrelated factors for issue of policies.
Coordination with doctors/agents/applicants on cases with enhanced risk/mortality/morbidity features.
Reviewing and reassessing doubtful claims. Underwriting cases for reissue.
Answering telephone calls from potential customers who had been solicited through advertisements.
Explaining products or services and prices, and answered questions from customers.
Telephoning and writing letters to respond to correspondence from customers.
• Tracking expenses and revenues vs. budget and reforecast and analyze fluctuations.
• Preparing quarterly operating reports.
• Assisting in the budget & reforecast process.
• Maintaining budget and reforecast information in the accounting system.
Volunteering exhibitions and producing detailed proposals and reports for stakeholders Researching markets to identify opportunities for events.
Producing detailed proposals for events (e.g. timelines, venues, suppliers, legal obligations, staffing and budgets).
Scheduling appointments for sales representatives to meet with prospective customers or for customers to attend sales presentations.
Conducting client and market surveys in order to obtain information about potential customers.
Delivering prepared presentations to describe products or services in order to persuade potential customers to purchase a service.
Contacting businesses or private individuals by telephone in order to solicit sales.
Explaining products, services, and prices, and answer customers' questions
Obtaining customer information such as name, address, and payment method, and enter orders into computer system.