Financial Services Representative Resume Sample

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Deborah Marshal
Financial Services Representative
www.example.com
[email protected]
0014856672450
johndoe

Responsible, insightful and aware of the latest market trends. I have worked in the financial investments market for a long time. I have the knowledge and experience to assist investors in making the right decisions and investing in projects that suit them and are profitable. I am prudent, hence risk calculation and avoidance is a positive skill that has helped me increase my regular clients.

Marital StatusMarried
Freelance AvailableYes
NationalityUnited Kingdom
Date of Birth1980/03/12
RelocationYes
Work Experience
(June 2008 to Present)18 years & 1 month
United Securities Ltd.

Financial Services Representative

Responsible for meeting with new clients and selling investment products. I monitor the market trends every single day so that I can effectively answer client queries.
I am responsible for maintaining contact and advising clients to move investments of stocks, mutual funds and insurance plans.
(November 2003 to May 2008)4 years & 7 months
Investment Bank

Financial Service Representative

Responsible for meeting with clients and offering them different investmnt plans for health, retirement and education. I also offered credit cards with different facilities.
I also took care of the new product brochure prints and sent emails to regular clients to offer them investment plans. Risk assessment and presenting all possibilities to the clients was also my duty.
Education
(August 2001 to March 2003)1 year & 8 months
New City College

MBA (Finance) - Marketing

Excellent student.
(September 1997 to May 2001)3 years & 9 months
Academy of Finance

BS (Economics) - Management

Excellent Student.
Technical Skills
  • Comparison
  • Insurance Plans
  • Mission Statement
  • Investment Policies
  • Market Awareness
  • Market Foresight
  • Communication
  • Independent Worker
  • Team Player
  • Risk Assessment
Languages
Spanish
Elementary Proficiency
English (UK)
Native or Bilingual Proficiency
French
Professional Working Proficiency
Achievements
Achievements
Managed to sell 45 credit cards within a month's time. I was a temporary employee and was made permanent after this performance.newlinermI was especially chosen by Investment Bank for presenting the investment plans to clients.
Seminars and Conferences
Attended the seminar for Investment Possibilities in the Asian SubcontinentnewlinermSpoke at a conference about the latest Insurance Company Policies.
Personal Skills
  • Communication
  • Amicable
  • Awareness
  • Competitive
  • Presentable
  • Pleasant
Activities & Interests
Park
Travelling
Painting
News
TV
News paper
Meet People
Friends

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