- 7 Years
Jun 2013 to PresentDollar Investments Ltd.Risk Analyst
Responsible for visiting clients and offering them investment plans according to their requirements.
I have to look after the risk related to different investments for the company as well as clients. Making reports and giving presentations about investment risks is also my job.
Feb 2004 to May 20139 Years & 3 MonthsReliable Insurance Ltd.Risk Analyst
Responsible for analysing client information and deciding whether they should be offered insurance or not. All medical reports as well as asset assessment was looked after by me.
I was also responsible for creating a client report and then offering numerous insurance policies from our portfolio. The report was to be documented in office records.
LanguagesEnglish (US)Native or Bilingual ProficiencyFrenchElementary ProficiencySpanishElementary Proficiency
- Asset Assessment
- Insurance Assessment
- Client Service
- Business Planning
- Investment Schemes
Increased clientel through proper assistance and providing good insurance policies.
Won the best Risk Analyst Award in 2012.
Assisted out of town clients with their insurance assessment and risk prevention study.
Gathered data with a team to reduce risk for the investment company and contribute to profits.