* Spearheaded client acquisition and relationship management efforts, consistently exceeding sales targets and contributing to the growth of assets under management. * Developed a deep understanding of client financial needs and risk profiles, enabling me to provide tailored investment solutions that align with their long-term goals. * Built and nurtured strong relationships with high-net-worth individuals, fostering trust and loyalty through personalized service and proactive communication. * Conducted comprehensive financial analyses and market research to stay ahead of industry trends and identify new investment opportunities for clients. * Collaborated effectively with internal teams to ensure seamless client onboarding and provide exceptional service at every touchpoint. * Demonstrated a strong commitment to ethical business practices and regulatory compliance, prioritizing client interests and maintaining the highest standards of professionalism.

- Craft personalized financial plans & manage investment portfolios.- Build strong client relationships & provide ongoing financial guidance.- Stay informed on markets & make data-driven recommendations.- Mitigate investment risks & optimize portfolios for tax efficiency.- Ensure regulatory compliance & educate clients on financial products.- Contribute to bank growth & resolve client banking service issues.

- Achieved or surpassed sales goals for new insurance policies.- Mentored new agents on industry best practices, company policies, and sales techniques.- Balanced training new agents with maintaining existing client relationships and sales targets.- Conducted needs assessments to identify optimal insurance coverage for each client.- Delivered clear and customized insurance presentations based on client goals.

- Acted professionally and patiently when addressing negative customer feedback. - Managed customer calls effectively and efficiently in a complex, fast-paced and challenging call center environment. - Managed high call volume with tact and professionalism. - Met or exceeded service and quality standards every review period. - Defused volatile customer situations calmly and courteously. - Gathered and verified all required customer Infomiation for tracking purposes. - Mastery of customer sewice management systems and databases

Research Volunteer to find out effective ways to manage solid waste and setting up plant for the disposal of such waste effectively and manufacturing of briquettes from husk waste.

This was a Non- Profit Organisation of which I was a founding member. We had opened this organisation with a vision of helping the poor children and the women. We have had many successful Event which were organised by my team. I have been an active volunteer.

- Negotiated contracts with outside providers to optimize customer service and minimize costs. - Communicated the organization's missions, goals and vIsIon while aligning each with operational initiatives and the delivery of professional services. - Cultivated partnerships with business leaders to coordinate and plan strategic solutions in sales and seance Initiatives. - Managed the administrative staff and trained new hires on office procedures and policies. - Prepared agendas for monthly staff meetings and worked with administrative assistant to schedule staff meetings. - Identified problems in the operations process and resolved them in a timely manner.