Nishaan Amod

Financial Planning and Analysis

• Expertise in personal financial planning, investment strategy, and retirement planning.
• Ability to analyze clients' financial situations, goals, and risk tolerance to create customized financial plans.
• Strong understanding of various investment vehicles (stocks, bonds, unit trust, real estate, etc.).
• Deep knowledge of retirement plans and pension funds and how to optimize them.
• Proficiency in identifying potential financial risks and recommending appropriate insurance products (life, health, disability, investments etc.).
• Strong communication and interpersonal skills to build trust and maintain long-term client relationships.
• Proven ability to work with high-net-worth individuals and businesses, understanding their unique needs and goals.
• Strong sales acumen to attract new clients and grow a client base.
• Networking skills and an established client referral network.
• Capacity to educate clients about financial concepts and encourage

better financial habits.

• Ethical decision making and Strong commitment to ethical standards and the fiduciary responsibility to act in the best interest of clients.
• Adherence to transparency and integrity in all financial dealings.

• Increased brand visibility by creating engaging content for social media channels.
• Managed online community for improved customer engagement and satisfaction.
• Boosted brand reputation with effective crisis management on social media platforms.
• Developed social media marketing campaigns for successful product launches.
• Handled multiple social media accounts for enhanced online presence.
• Monitored competitor activity on social networks to stay ahead in the industry.
• Used data analytics tools to track performance of various campaigns.
• Responded to comments, messages and feedback to build brand activity profiles.

• Conducted comprehensive property viewings, securing numerous sales.
• Facilitated open house viewings for potential buyers to engage interest.
• Evaluated properties' conditions with thorough inspections before listing them for sale or rent.
• Drafted detailed descriptions of properties for online listings to attract potential buyers.
• Arranged mortgage consultations to assist clients in understanding their financing options.
• Assessed client needs and financial abilities, offering tailored advice accordingly.
• Negotiated successful property deals by building strong relationships with clients.
• Delivered exceptional customer service, resulting in repeat business and referrals.
• Maintained a high level of professionalism at all times, promoting a positive image of the company in public dealings.
• Coordinated appointments with prospective buyers to showcase properties on the market.

• Evaluated properties' conditions with thorough inspections before listing them for sale or rent.
• Maintained up-to-date knowledge of the property market trends for competitive advantage.
• Conducted comprehensive property viewings, securing numerous sales.
• Accomplished improved negotiation skills by attending industry training workshops.
• Developed effective marketing strategies to attract potential buyers.
• Answered phone calls and emails from potential and existing customers.
• Advertised properties to general public via networking, brochures, adverts and multiple listing services to maximise exposure.
• Photographed properties to showcase rooms, features and outdoor spaces.
• Coordinated appointments with prospective buyers to showcase houses and plots.

• Participated in training sessions actively to enhance skill set.
• Servicing existing life policies on behalf of financial advisors and clients.
• Conducted thorough follow-ups on all outstanding issues, ensuring their prompt closure.
• Achieved high-level customer satisfaction by resolving complaints swiftly.
• Improved client satisfaction with diligent problem-solving skills.
• Demonstrated excellent multitasking abilities whilst handling multiple clients simultaneously.
• Provide Support to Sales teams
• Liaising with doctors rooms and calling for outstanding medical requirements.
• Setting appointments with travelling nurses for Short medicals
• Communicated product information clearly for better customer understanding.
• Built positive customer rapport through friendly, professional communication.