AUTHORIZED FINANCIAL CONSULTANT
NEXUS INSURANCE BROKERS
مجموع سنوات الخبرة :17 years, 10 أشهر
• Interacting with high net worth clients in the GCC.
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Following a process of determining an individual's financial goals, purpose's in life and life's priorities.
• Maintain relationships with existing clients while developing new accounts.
Locate and contact potential clients to offer investment services.
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Explain to customers how specific investments functions and associated benefits.
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Considering Client's resources, risk profile and current lifestyle, to detail a balanced and realistic plan to meet those goals
• Maintains customer and employee contact on the work area to ensure that quality service is being applied.
• Conducts performance evaluation of his or her team associates and encourages them to do better in the office.
• Gives merit to an employee who has done a big contribution in sales and operation in order for others to follow the example.
• The branch manager creates a program that could help his or her associates in doing a better job and actively participates in it.
• Set some standards when it comes to giving satisfaction to customers.
• Maintains customer and employee contact on the work area to ensure that quality service is being applied.
• Conducts performance evaluation of his or her team associates and encourages them to do better in the office.
• Gives merit to an employee who has done a big contribution in sales and operation in order for others to follow the example.
• The branch manager creates a program that could help his or her associates in doing a better job and actively participates in it.
• Set some standards when it comes to giving satisfaction to customers.
client relationship management
Sales and administrative roles (insurance and credit card....)