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mherida
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- Job History(F) : 0 Results
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- Philippines
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- Advertising and Public Relations
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- Last Login : 2016-07-20
- Member Since : 2016-02-17
Career
Description
Sun Life Financial
Bancassurance Sales Officer
2012/02～ 2014/06
Working closely with branch sales and service teams to provide innovative product solutions like insurance, unit-linked investments, etc. Manage the branch bancassurance sales portfolio, promotions and campaigns. Strengthen the long-term relationships with customers by providing excellent customer service. Help clients discover their financial needs and plan their cash flow requirements at present and in the future
Security Bank FWD Group
Financial Solutions Consultant
2015/03～ 2016/06
Always keep abreast of the latest happenings in the markets, prepares to analyze new information provided by the clients, and have the patience to establish a strong relationship with the clients before designing and customizing a financial plan that will best cater to the individual needs and also re-analyze the various portfolios they are in charge of to ensure that we have addressed our clients’ needs before completing any other personal assignments.
Education
Description
University of Saint La Salle
1998/06～ 2002/03
Graduated with Bachelor of Science in Business Management.
