

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
A hardworking and passionate salesperson ready to help team achieve company goals. prepared myself for the upcoming steep learning curve.
Reason for leaving of current role is because of change in personal goal and prospective.
Achievements:
Sales Acumen
Relationship Building
Investment Advice
Communication Skills
Portfolio Analysis
Adaptibility
Organizational Skills
Expectation setting
Performance Management
Customer Complaint Resolution