Possessing six years of work experience in Coordination, Secretarial, Front desk operations, Wealth Management, Financial Advisory, Customer Relationship and Team Management. My last job was at UBL Fund Managers. My job duties were to manage client relationships and their portfolio and to provide them financial advisory and handle all the administrative tasks. Perform general office duties; order supplies; file; mail processing distribution; maintaining records management database systems.
Perform opening; sorting plus distributing incoming correspondence; including faxes emails.
Responsible for ensuring all transaction documentation is accurate; complete processed in a timely manner.
Collect all required transaction information from sales.
Review invoices; reports; memos as well as correspondence to make sure accounting records documents are accurate.
Process accounts receivable applications.
Work with customers as well as support services to collect; maintain report accurate accounts receivable.
Utilizing my capability within the sales life cycle, I offer a 360 solution that is proven to retain clients and generate incremental increases in revenue YoY.
I am a creative individual, skilled in working cross-functionally to develop sales and marketing plans to engage prospects, networking at industry events to generate leads and formulating compelling presentations and bespoke solutions that repeatedly win business.
I can assure that my previous work experience is going to benefit your organization.