Financial Sales Associate

Overview

Looking for part-time work (6 hours/day)

at $6.00/hour ($792.00/month)

Post-graduate degree (Masters, Doctorate, etc.)

Last Active

November 21st, 2024 (yesterday)

Member Since

February 1st, 2023

Profile Description

Over 4 years Experience in sales in one of the country’s top banking institution and insurance institution.
- Probing with clients to know more about their financial goals and needs. 
- Dealing and closing sales. 
- Aftersales activities and catering clients concerns. 
- Updating clients in a weekly basis regarding their portfolios and new products,

2 years of experience as a travel accountant on one of the largest windmill manufacturing company in the world. 
- Reconciling employees expenses using their corporate cards 
- Posting and clearing of incurred expensess. 
- monthly accruals. 
- Making follow ups on unliquidated expenses

 2 years of experience as a bank bookkeeper 
- Daily Balancing of bank transactions. 
- Reconciliation of bank transactions such as savings, loans, atm and fees. 
- Inventory management.
-  Updating bank ledger and trial balance 
<8efe80624d780eba0c6493ec45140364>Email Management
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Administrative Work<8efe80624d780eba0c6493ec45140364>Email Marketing
Reponding Emails within 12-24hrs
Writing Quality Emails
Create Labels and Organize Inbox


Tools 
- Microsoft Excel 
  Basic Formulas
  Pivot Table
  Different Dashboards

- Google Sheet , Google Docs
- SAP Fico 

- Sales Tools 
   EPOS -for face to face transaction and non face to face
   Manutouch