- 14 Years & 5 Months
Jun 2008 to PresentUnited Securities Ltd.Financial Services Representative
Responsible for meeting with new clients and selling investment products. I monitor the market trends every single day so that I can effectively answer client queries.
I am responsible for maintaining contact and advising clients to move investments of stocks, mutual funds and insurance plans.
Nov 2003 to May 20084 Years & 6 MonthsInvestment BankFinancial Service Representative
Responsible for meeting with clients and offering them different investmnt plans for health, retirement and education. I also offered credit cards with different facilities.
I also took care of the new product brochure prints and sent emails to regular clients to offer them investment plans. Risk assessment and presenting all possibilities to the clients was also my duty.
LanguagesEnglish (UK)Native or Bilingual ProficiencyFrenchProfessional Working ProficiencySpanishElementary Proficiency
- Market Awareness
- Investment Policies
- Insurance Plans
- Risk Assessment
- Market Foresight
- Team Player
- Mission Statement
- Independent Worker
Managed to sell 45 credit cards within a month's time. I was a temporary employee and was made permanent after this performance.
I was especially chosen by Investment Bank for presenting the investment plans to clients.
Seminars and Conferences
Attended the seminar for Investment Possibilities in the Asian Subcontinent
Spoke at a conference about the latest Insurance Company Policies.