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概要
I have a very diverse background. I have worked in Banking sector, R&D, government sector and have functioned well in all of them. The main advantage my background brings is that I do not look at things from only one perspective.
I am dedicated and have a strong work ethic. I have excellent communications skills with all people.
With the background, experience and skills that I have, I feel that I can be an asset to any company.
Pursuing Executive position for enhancing my personal growth through an application of my personal and academic skills in an organization combined with continuous learning & growth
工作经历
Sr. Financail Consultant
• • Meeting personally with clients to assess their financial situation in order to present a financial plan that includes both short- and long-term financial goals.
• Helping clients with financial planning decisions for retirement, education, day-to-day expenses and investments.
• Developing new business through leads generated from bank branch lists and referrals
• Follow up with customers to maintain continued relationships.
• Opening of Company & Individuals Account, prepare all related Documents & resolve there discrepancies.
• Preparing daily reports includes Account opening, dormant activation, stop payments, pay order received issued & outstanding etc.
• Regularly maintaining & monitoring ATM, Cheque book issuing Register
Business Develo[pment officer
• Call on at least 100 prospective customers per month
• Call on at least 10 prospective customers per month with BM
• Minimum 15 new No. or Account on monthly basis with an average balance of Rs. 50,000 each
• Maintain sales call report file on daily basis
• Maintain pipe line report file on weekly, monthly basis
admin Officer
• Deal with the day to day administrative and logistic tasks
• Maintain and up to date admin records
• Maintain incoming and outgoing records
• Provide logistic and admin support to Cavish team
• Develop office security plan and ensure office security
• Responsible for procurement & Cavish resource centre
• Develop and ensure vehicle maintain plan
• Provide administrative support to field offices
• Manage and update record of petty cash
• Any other task assign by the supervisor
Internee
• Record and maintenance of office files
• Dispatch of official letters
• Noting & Drafting
