Skills
Communication Skills
10+ Years
Business Analysis
2-5 Years
Time management skills
10+ Years
CRM Proficiency
2-5 Years
Goal-Oriented
5-10 Years
Experience highlights
Financial Solutions Consultant
FWD Life Insurance Corp.
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May/2023
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Present
Dedicated Financial Solutions Consultant with a strong commitment to acting as an ambassador for FWD, fostering positive client experiences, and promoting the celebration of life through financial wellness. Expertise in collaborating with partnered banks to implement strategic initiatives designed to enhance business relationships and develop a dedicated sales distribution model. Proficient in processing insurance claims with accuracy, evaluating coverage and calculating benefits.
Loan Manager
TRBank Inc. (A Rural Bank)
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June/2022
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Present
Results-driven Sales Manager with a proven track record in generating and maximizing sales through various channels, specifically for the Loans Marketing Group. Expert in implementing and monitoring strategic programs, ensuring compliance with policies and guidelines, and executing sales and marketing plans to drive revenue growth. Skilled in evaluating team performance using the bank's Performance Management Framework to enhance productivity and achieve monthly targets.
Bancassurance Area Manager
BPI-AIA Life Assurance Corp
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August/2017
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Present
Dynamic and results-oriented Manager specializing in Bancassurance sales with a strong focus on developing and leading high-performing sales teams. Proven experience in driving sales growth, ensuring that targets and KPIs are consistently met and exceeded. Expert in fostering branch support to enhance referral networks and sales levels. Adept at motivating, training, and coaching Bancassurance Sales Executives while ensuring compliance with industry regulations and ethical guidelines.
Relationship Officer
Mashreq Bank
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April/2014
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Present
Strategic and customer-focused Relationship Manager with extensive experience in building and managing rapport with corporate clients to drive customer acquisition, retention, and income generation. Proficient in promoting and selling an array of banking products, including Assets, Liabilities, Cash Management products, Personal Loans, Overdrafts, Credit Cards, MetLife Insurance, and Investment solutions. Committed to delivering exceptional client service.
Financial Consultant
Northpoint Development Bank
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November/2012
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Present
Analytical and detail-oriented Business Analyst with a strong focus on improving business practices and operational efficiency. Experienced in assessing current processes, identifying areas for improvement, and making strategic recommendations that drive business performance. Proficient in creating comprehensive training materials, including documentation and presentations, to facilitate knowledge transfer and staff development.
