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Financial Advisor
Developed financial plans and strategies tailored to clients' individual needs.. I advise the client so that they can optimize their financial services to the maximum.. I provide education to the client so that they learn to manage financial services from the technological and digital side.. I am available to the client to provide clear and timely information regarding the services offered.. I am constantly learning to be able to offer clients quality and timely services.. I have the knowledge and ability to provide good customer service with kindness, proactivity and professionalism.
Sales Agent
Conducted market research to identify potential customers and their needs.. Generated leads through cold calling, online searches, and referrals from existing clients.. Developed relationships with customers by providing excellent customer service.