

Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Financial professional with strong background in financial planning, investment strategies, and risk management. Known for effective collaboration and ability to adapt to changing needs while driving results. Skilled in client relations, financial analysis, and compliance. Dependable and results-focused, bringing balance of analytical skills and teamwork to achieve client goal
I helped clients achieve their financial goals by analyzing their situation , creating personalized plans and providing ongoing advice on assets , liabilities and market trends. I was also managing clients relationships and generating new business through referrals and networking , ensuring compliances and ethical standards .
I was responsible for customer service and tasks like answering questions , handling returns and maintaining a clean checkout area.
Strategic thinking