ANNASTACIA GAYLE
Mandeville,Manchester
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds, providing extraordinary customer service internally and externally to develop relationships and create a positive customer experiences. A Financial Advisor who educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management. . Friendly and personable with adaptable approach. Exceptional knowledge in financial markets and investment options.
Overview
20
20
years of professional experience
1
1
Certificate
Work History
Client Relations Officer
Jamaica Money Market Brokers Ltd
2014.01 - Current
- Managed client relations for improved retention rates and long-lasting partnerships.
- Collaborated with cross-functional teams to develop customized solutions tailored to individual client needs.
- Increased sales revenue by developing and implementing effective sales strategies.
- Built long-lasting client relationships through excellent customer service and consistent followups.
- Improved customer satisfaction rates by providing tailored solutions to meet individual client needs.
- Collaborated with internal teams to resolve client issues quickly and efficiently.
Assistant Manager
Sagicor Investment Jamaica Ltd (formerly Pan Caribbean Financial Services)
2012.01 - 2013.12
- Increased client satisfaction by providing personalized financial advice and investment strategies also addressing and resolving complaints promptly
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Collaborated with team members to streamline processes and improve overall client experience.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
Senior Officer
Sagicor Investment Jamaica Ltd (formerly Pan Caribbean Financial Services)
2008.05 - 2011.12
- Responsible for all client liaison and delivery of exceptional customer service as well as winning new and grow long-term client relationships
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Supports the Company's overall strategic sales and marketing plan by focusing on targeted markets and desired groups.
- Increased client satisfaction by providing personalized financial advice and investment strategies.
Officer
Sagicor Investment Jamaica Ltd (formerly Pan Caribbean Financial Services)
2006.08 - 2008.05
- Responsible for all client liaison and delivery of exceptional customer service.as well as winning new and grow long-term client relationships
- Supports the Company's overall strategic sales and marketing plan by focusing on targeted markets and desired groups.
Branch Manager
National PC Bank
2005.06 - 2006.08
- Increased branch profitability by implementing cost-saving measures and streamlining banking and operational processes.
- Identify and develop new business opportunities through developing and executing promotional activities while assisting the Business Development Officer in all areas of credit.
- Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
Assistant Manager
Angus Art Supplies Mandeville
2004.01 - 2005.05
- Streamlined store operations for increased efficiency, implementing new processes and procedures.
- Improved store sales by implementing effective merchandising strategies and optimizing floor layouts.
- Enhanced customer satisfaction by resolving conflicts, addressing concerns, and providing exceptional service.
Education
Bachelor of Science - Management Studies Hospitality Emphasis
Northern Caribbean University
Mandeville, Jamaica01.2004
High School Diploma -
De Carteret College High School
Mandeville, Manchester1998
Skills
- Project management
- Networking abilities
- Sales expertise
- Empathy and understanding
- Sales presentations
- Problem solving
- Team leadership
- Charitable giving strategies
- Multitasking
Accomplishments
- Exceeding Sales Targets
- Client Interface
- Account Management
- Client Satisfaction
- Go Getter Award
- Extra Mile Award
Certification
Several LinkedIn Learning Certification in Retail Banking and Finance
Licensed Financial Advisor
Jamaica Stock Exchange Treasury Management Certificate
Jamaica Stock Exchange Securities Dealer
Timeline
Client Relations Officer
Jamaica Money Market Brokers Ltd
2014.01 - Current
Assistant Manager
Sagicor Investment Jamaica Ltd (formerly Pan Caribbean Financial Services)
2012.01 - 2013.12
Senior Officer
Sagicor Investment Jamaica Ltd (formerly Pan Caribbean Financial Services)
2008.05 - 2011.12
Officer
Sagicor Investment Jamaica Ltd (formerly Pan Caribbean Financial Services)
2006.08 - 2008.05
Branch Manager
National PC Bank
2005.06 - 2006.08
Assistant Manager
Angus Art Supplies Mandeville
2004.01 - 2005.05
Bachelor of Science - Management Studies Hospitality Emphasis
Northern Caribbean University
High School Diploma -
De Carteret College High School
Several LinkedIn Learning Certification in Retail Banking and Finance
Licensed Financial Advisor
Jamaica Stock Exchange Treasury Management Certificate
Jamaica Stock Exchange Securities Dealer
Additional Information
Highest CS&E Score for Q2 2018, Highest IBSC sales Q3 2018, Highest Fixed asset loan referrals 2017, Repeated Star awards recipient for exceeding sales targets, Best in customer service, Extra Mile award, Team member of the Quarter, Highest Achiever sales, Licensed as a Financial Advisor by the Financial Services Commission, Playing tennis, badminton, traveling and networking
References
Available on request
References
References available upon request.
Additional Information
Highest CS&E Score for Q2 2018, Highest IBSC sales Q3 2018, Highest Fixed asset loan referrals 2017, Repeated Star awards recipient for exceeding sales targets, Best in customer service, Extra Mile award, Team member of the Quarter, Highest Achiever sales, Licensed as a Financial Advisor by the Financial Services Commission, Playing tennis, badminton, traveling and networking
References
Available on request
References
References available upon request.
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