www.example.com
0014856672450
deborahmarshal@gmail.com
CV Picture
Deborah Marshal Financial Services Representative
Responsible, insightful and aware of the latest market trends. I have worked in the financial investments market for a long time. I have the knowledge and experience to assist investors in making the right decisions and investing in projects that suit them and are profitable. I am prudent, hence risk calculation and avoidance is a positive skill that has helped me increase my regular clients.

Work Experience

  • 12 Years & 4 Months

    Jun 2008 to Present

    United 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 2008

    4 Years & 6 Months
    Investment Bank
    Financial 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.

Education

  • 2001 - 2003

    New City College
    MBA (Finance)
    Excellent student.
  • 1997 - 2001

    Academy of Finance
    BS (Economics)
    Excellent Student.

  • Languages

    English (UK)
    Native or Bilingual Proficiency
    French
    Professional Working Proficiency
    Spanish
    Elementary Proficiency
  • Technical Skills

    0
     
    7
     
    • Market Awareness
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    • Investment Policies
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    • Insurance Plans
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    • Comparison
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    • Risk Assessment
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    • Market Foresight
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    • Communication
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    • Team Player
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    • Mission Statement
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    • Independent Worker
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  • Achievements

    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.

Activities & Interests

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