Summary
Overview
Work History
Education
Skills
Timeline
Generic

Damir Subasic

Jacksonville

Summary

Experienced in the financial services industry, successfully served as a representative and leader. Adept at cultivating thriving businesses through acquiring new prospects and accounts. Expertise lies in effectively managing customer relationships to achieve sales goals. Strong commitment to fostering customer goodwill and loyalty, prioritizing the development of key relationships with decision-makers.

Overview

4
4
years of professional experience

Work History

Retail Sales Associate

AT&T
01.2023 - 11.2023
  • Greeted customers and helped with product questions, selections, and purchases.
  • Maintained a clean and organized store environment, enhancing the overall shopping experience for customers.
  • Boosted customer satisfaction by providing exceptional service and addressing concerns promptly.
  • Consistently met personal sales goals through proactive engagement with customers and upselling techniques when appropriate.
  • Developed strong relationships with repeat clients, leading to increased loyalty and return visits.

Workplace Planning Associate

Fidelity Investments
07.2020 - 12.2020
  • Developed strong partnerships with internal departments such as marketing and finance to support successful planning initiatives across the company.
  • Developed comprehensive inventory management strategies, reducing stockouts and overstocks.
  • Provided valuable insights on industry trends, contributing to the development of strategic plans for business growth.
  • Conducted detailed risk assessments to proactively address potential issues during project execution.
  • Worked closely with clients to understand their needs and develop customized plans that met or exceeded expectations.
  • Maintained a keen understanding of competitors'' offerings, identifying opportunities for differentiation within the market landscape.

Financial Services Representative

Bank Of America Merrill Lynch
08.2019 - 05.2020
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth
  • Worked with clients to provide competitive commercial banking solutions and retail financing plans
  • Called outbound clients to follow prospective interest in becoming a new client to the company, explaining financial products and asset management
  • Quarter 4 Top performer on site in 2019
  • Ranked #1 on my team monthly in regards to referrals
  • CSAT average above 85%
  • Had the privilege of working with and helping new employees get adjusted with call flow, diagnosing client needs and how to solve them, as well as the control of the systems

Education

BBA - Finance

University Of North Florida
Jacksonville, FL
12.2018

Skills

  • Sales Goals
  • Prospecting Clients
  • Account maintenance
  • Financial markets
  • Financial services
  • Customer relationship building
  • Relationship development
  • Problem resolution

Timeline

Retail Sales Associate

AT&T
01.2023 - 11.2023

Workplace Planning Associate

Fidelity Investments
07.2020 - 12.2020

Financial Services Representative

Bank Of America Merrill Lynch
08.2019 - 05.2020

BBA - Finance

University Of North Florida
Damir Subasic