Gather data from various sources, clean and organize it for analysisCreate detailed reports and dashboards to present findings to stakeholdersUse tools like Power BI, or Excel to visualize data trends and patternsApply statistical techniques to interpret data and identify trendsWork with cross-functional teams to understand their data needs and provide solutions

Attaining new business.Organising sales visits.Preparing and presenting financial needs analysis to the clients.Providing holistic financial planning.Maintaining accurate clients records.Processing clients paperwork.Attending training and supervision meetings.Reviewing sales performance.Negotiating contracts and packages.Aiming to achieve monthly and annual targets.