Overview
Work History
Education
Skills
References
Timeline
Generic

Ebad Rizvi

Hialeah,Florida

Overview

8
8
years of professional experience

Work History

Health Insurance Agent

Self Employed
10.2014
  • Closed an average of 15 new sales per week
  • Modeled exceptional customer service skills and appropriate diagnostic sales techniques
  • Calculated quotes and educated potential clients on insurance options
  • Analyzed sales volume, retention and loss ratio trends to identify areas of improvement.

Finance Manager

BMW
04.2014 - 08.2020
  • Reviewed documentation and identified financial discrepancies where applicable.
  • Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
  • Ensured compliance with local, state, federal tax regulations; timely filing of all required documents, mitigating potential penalties or fines.
  • Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.

Teller

Wells Fargo
12.2012 - 01.2014
  • Processed range of retail and commercial transactions
  • Consulted with customers on bank products and services
  • Identified and referred sales opportunities
  • Cross-sold bank services and products to meet teller referral targets
  • Complied with all operational, security and control policies and procedures.

Education

Bachelors of Business in Finance -

Florida International University
Miami, Florida

Skills

  • Teamwork and Collaboration
  • Customer Service
  • Problem-Solving
  • Strong negotiation skills

References

  • Mohammed Raza, (305) 481-4869, Islamic Jaffaria Association – Secretary
  • Frank Kuong, (786) 356-4325, Convey Health Solutions
  • Anam Aziz, (786) 953-2798, Customer Service Representative

Timeline

Health Insurance Agent

Self Employed
10.2014

Finance Manager

BMW
04.2014 - 08.2020

Teller

Wells Fargo
12.2012 - 01.2014

Bachelors of Business in Finance -

Florida International University

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Ebad Rizvi