Financial advisor
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Do holistic financial planning to professionals people with minimum 4 years degrees, offering solutions using PPS products, handling calls, handling queries and servicing clients, data capturing, doing financial needs analysis and present it to the client, setting up appointments and organizing my diary
I have over 12 years of sales experience in banking sectors and insurance. I have a strong admin background and organized. I am attention to detailed.
I have completed a wealth management NQFL5 and othe several online free courses
