Authorized Consultant
Nexus Insurance Brokers LLC
Total des années d'expérience :6 years, 5 Mois
Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises. Conducting in-depth reviews of clients' financial circumstances, current provision and future aims. Analysing information and preparing plans best suited to individual clients' requirements. Assisting clients to make informed decisions. Researching information from various sources, including providers of financial products. Reviewing and responding to clients changing needs and financial circumstances. Promoting and selling financial products to meet given or negotiated sales targets. Liaising with head office and financial services providers. Keeping up to date with financial products and legislation. Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments. Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.
I am running an investment consultancy providing all sorts of investment solutions to the local clients, retail as well as corporate in my native place.
Supervising a big team and guide the entire team’s potential towards achieving store target. Ensuring that the accounts were maintained, and handled all general administrative matters. Maximize every month sales target by using my managerial and selling abilities. Managing budgets, inventory control and human resources. Maintaining company standards for quality products and incredible speed of service. Recording and analysing of daily sales and reporting it to the Area Manager. Checking the quality and standards of coffee and other products served.
I’m a Business Administration Graduate from M G University, also pursuing Chartered Financial Analyst, professional course from ICFAI University. I am currently working as an Authorized Consultant at Nexus Insurance Brokers and my duties include financial planning, sales & marketing of investment & insurance products, maintaining customer relationship and generating revenue for the company, prior to that I was running my own Family business, a Financial Consulting Firm providing all sorts of investment solutions to all localities for about 4 years in my native which is still operational. I have developed my skills in retail industry by working in Eat Ltd., a retail food chain in London as an Assistant Manager. I also attained proficiency in MS office including Microsoft Excel and other financial platforms like Tally and Peach Tree. I’m looking forward for a better career option to improve and enhance my skills.