Financial consultant
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Expert customer service bringing over 5 years of expertise in financial services . Effectively manages assignments and team members.
Dedicated to self-development to provide expectation-exceeding service.
Productive employee with proven track record of successful project management and producing quality outcomes through leadership and team motivation. Works with clients to determine requirements and provide excellent service
To establish a new business pipeline through marketing, lead generation and tracking and also cross selling
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Meet montly sales targets in terms of lending and other products such as bank card and issusing and funeral policies
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Accountable for individual sales targets, branch operartions and service delivery through own efforts
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Individually accountable for managing own time, task and output quality for period of 1 day to maximum of 3 months
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Continuously broadens individual skill collaborates effectively with others to achieve personal results
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Provide customer service and accurate processing of customers documents
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