Investment Advisor
Agency 21 International
Total years of experience :13 years, 7 Months
Maintains relationships with clients by providing support, information, guidance, and recommending new opportunities
Prepared and reviewed financial models, using financial databases such as Stock Market, banks' profit, Investment plans, and other real estate project ROI
Provide guidance and assistance to buyers in purchasing property at the right price under the best terms
Determining clients' needs and financial abilities to propose solutions that suit them
Maintaining up-to-date knowledge of legislation and policy changes.
Promoted new financial products for enhanced investment scope.
Promoting sales through advertisements, open houses, and listing services
Planned and delivered monthly workshops and investment seminars that received 100% positive client feedback
Formulated marketing and advertising strategies for continuous business growth.
Collect payments and processed
Communicated with customers to identify and resolve outstanding payments.
Matched purchase orders with invoices and recorded necessary information.
Entered financial data into the company accounting database for verification and reconciliation, maintaining accurate accounts at all times.
Bills, contracts, policies, invoices, and checks are complete and mailed to an accurate person
Reconciled company bank account, credit card, and cash accounts every month for investigating and resolving discrepancies to keep accounts audit-ready.
Developed monthly, quarterly, and annual profit and loss statements and balance sheets.
Produced cash summaries to monitor financial activities with confidence.
Maintained brand identity, verifying visual and grooming standards were reflective of brand image.
Resolved customer complaints with 99% positive outcome.
Trained team to upsell products and navigate POS systems.
Managed stock levels to maximize sales opportunities.
Facilitated smooth store operations, performing daily opening and closing functions, including stock counting, cleaning, and cashing up.
Oversaw store costs and overheads to achieve efficiencies.
Prepared monthly reports, including sales, payments, payroll, and stock inventory.
Analysed consumer data to predict future purchasing trends for informed decision-making.
Planned logistical operations for safe transportation, storage, and sale of goods.
Managed stock within a set minimum and maximum levels to serve customers without over-extending finances.
Approached clients by using direct marketing techniques, including mailings and phone contacts.
Met with clients to generate new business and negotiate contracts.
Supervised branch operations and made continuous improvements in each area.
Conducted annual reviews of existing policies to update information.
Educated clients on insurance policies and procedures.
Calculated premiums and established payment methods for sales.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Designed presentations and marketing materials to promote insurance products.
Generated leads through cold-calling, networking, and other outreach methods.
Approached clients by using direct marketing techniques, including mailings and phone contacts.
Met with clients to generate new business and negotiate contracts.
Supervised branch operations and made continuous improvements in each area.
Conducted annual reviews of existing policies to update information.
Educated clients on insurance policies and procedures.
Calculated premiums and established payment methods for sales.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Designed presentations and marketing materials to promote insurance products.
Generated leads through cold-calling, networking, and other outreach methods.
Facilitated accurate evaluation of workshop performance, utilizing MS Excel to produce monthly sales reports.
Facilitated smooth and efficient garage operations, maintaining a fleet of 25 vehicles.
Maintained optimum parts inventory levels, achieving 100% inventory discrepancy.
Tracked expenses and business outgoings to remain within cash flow targets.
Calculated bills owed by customers, prepared invoices, and distributed statements.
Kept up-to-date general ledger, balance sheet, and income statement transactions.
Compiled records for Punjab sales tax audits to facilitate smooth and complete reviews.
Used correct classifications and coding for accounting transactions.
Maintained a chart of accounts tracking assets, liabilities, equity, revenue, and expenses.
Recorded sales transactions, outgoing payments, and receipts to support financial governance.
Verified figures with cross-checking of different accounts and documentation.