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Sep 2012Nov 2014

Msc Financial Services, Risk and Operation

Glasgow Caledonian University

BA (Hons) Risk Management

Glasgow Caledonian University

Work experience

Nov 2014Present

Junior Financial Assistant (Voluntary Work Experience)

• Daily inputting of sales & purchase invoices. • Identifying and promoting cost-reducing measures. • Maintenance of old debt accounts. • Filing, archiving & photocopying of invoices, statements and correspondence. • Logging, investigating and resolving supplier invoices under query. • Polite and professional attitude to internal and external customers. • Use of Microsoft Office packages, especially Excel. • Risk assessments. • Expenditure analyst
Mar 2013Nov 2014

Financial Sales Representative

Asda Money
• Increased sales by devising high-impact presentations, promoting products to new and existing clients. • Served as relationship assistant, assessing client needs, providing financial advice and determining customers’ loan and deposit needs. • Leveraged exceptional communications skills to deepen customer relationships. • Acted as customers’ advocate, and secured suitable credit and cross-sell products and services. • Demonstrated expertise in sales and credit, negotiating • Created sales plan for each client, paying close attention to details while promoting an array of services from mutual funds and annuities, credit and lending solutions, to personal banking products. • Developed and maintained an in-depth knowledge of products and services as well as knowledge of competitors and competitive products. • Continually expanded referral network through contact with various internal and external partners. • Proactively increased client base through networking, business development activities, and leveraging client referrals. • Charity fundraising Plumbing & Gas Services
Apr 2009Nov 2014

Operations Assistant

Plumbing and gas services
• Daily management of expenditures. • Enhanced multi-tasking and communication skills. • Gaining new clients, by use of advertising and increasing sales by promoting services. • Resolving customer’s issues. • Communicating with plumbers on road to arrange meetings with customers, strong use of time management. • Responsibility contingency management, i.e. dealing with emergency customer boiler breakdown. • Daily project planning, arranging deadlines between clients and plumbers, calculating costs for tasks.
Jan 2005Apr 2009

Letting Agent

Property Matters
• Received inbound calls from customers and arranged appointments with negotiators and mortgage consultants. • Checked the conditions of properties regularly and organised repairs if needed. • Interacted face to face with customers and increased interpersonal, innovation and sale skills. • Knowledge of financial risk especially during the credit crisis, which the property/real estate industry was badly affected. • Used own abilities as a risk management student by suggesting useful techniques to reduce insurance premiums. For example, installing fire alarms and improving security.