Hunain Habib
Staten Island
Summary
High-performing results-driven analytical and skilled professional with robust experience in Artificial Intelligence implementation. With a strong focus on finding High Ticket upsell opportunities to drive Revenue Growth and bring strategic financial insights and enhance client portfolios.
Overview
19
19
years of professional experience
Work History
Customer Success Manager
Trade Algo
New York
02.2024 - Current
- Spearheaded New Member implementation of AI tools to optimize daily trading strategies.
- Developed and executed strategic plans for high-value clients to implement Artificial Intelligence for wealth Portfolio Management.
- Fostered and maintained strong relationships with key stakeholders to drive product adoption.
- Utilized CRM systems to track leads and streamline pipeline and sales process.
- Focused on High Ticket upsell opportunities to drive revenue growth
- Helped raise capital for Potential IPO.
Senior Financial Consultant
Strategic Consulting Services
01.2023 - 01.2024
- Articulated benefits of debt settlement to prospects, enhancing comprehension of the process and anticipated outcomes.
- Optimized client portfolio management through effective utilization of diverse CRM systems.
- Leveraged internal knowledge base to enhance client service delivery and cultivate positive client experiences.
- Formulated and executed tailored action plans derived from in-depth debt analysis to enhance clients' financial well-being.
- Spearheaded ongoing training and mentorship initiatives for junior debt consultants, driving enhanced team performance.
- Facilitated development and implementation of customized wealth management plans aligned with individual financial goals.
- Achieved Monthly sales goals, increasing revenue for top accounts
Debt Consultant 6 month contract
Corporate Turnaround
07.2022 - 01.2023
- Facilitated consultations and enrolled qualified clients in debt relief programs and recommended options.
- Documented client discussions with precision using Salesforce Lightning Debt Pay Pro.
- Reviewed and verified ownership and documentation. Assisted in analyzing bank statements and AR/AP reports. Supported assessment of tax returns for hardship cases.
- Oversaw administration and monitoring of debt consolidation rules and guidelines for team compliance.
- Ensured accuracy and timely transmission of all binding documentation to meet established deadlines.
Capital specialist
Fora Financial LLC
09.2018 - 07.2022
- Applied expertise in Excel and Salesforce Lightning to enhance data management and reporting.
- Employed various CRMs to analyze data and strategically position deals.
- Reviewing and verifying Ownership documents, analyzing bank statements, Tax Returns, hardship case.
- Achieved Monthly sales goals, increasing revenue for top accounts and expanding personal sales portfolio.
Assistant Manager
Security Camera Go
05.2015 - 11.2017
- Oversaw a team of 3-5 individuals, driving daily problem-solving initiatives related to client acquisition and contract logistics.
- Oversaw team operations in collaboration with head manager to ensure optimal efficiency.
- Recorded payment account information and call logs into system with precision.
- Coordinated accommodations and travel arrangements for visitors, ensuring seamless experiences.
- Managed production and distribution of correspondence, memos, letters, faxes, and forms.
Personal Home Tutor
Private
02.2012 - 12.2014
- Facilitated targeted support to improve comprehension of math and writing course materials for diverse student levels.
- Assisted students in developing effective study techniques and improving note-taking skills. Supported students in mastering test-taking strategies.
- Developed and executed targeted tutoring plans and intervention strategies to optimize student learning outcomes.
Sales Representative
Three Guys from Brooklyn
07.2007 - 08.2009
- Developed strong relationships with customers to foster loyalty and repeat business.
- Conducted product demonstrations to showcase features and benefits effectively.
- Managed inventory levels to ensure product availability for customers.
- Provided exceptional customer service to resolve inquiries and complaints promptly.
Education
Bachelor Of Science in Economics -
College Of Staten Island Of The City University Of New York
New York, NYSkills
- Client Onboarding
- Client retention
- Customer Service
- Marketing
- AI implementation
- SEO strategies
- Data-Driven Decision Making
- Account Management
- Excel
- Google Analytics
- CRM Software
- Inside sales management
- Leadership
Timeline
Customer Success Manager
Trade Algo
02.2024 - Current
Senior Financial Consultant
Strategic Consulting Services
01.2023 - 01.2024
Debt Consultant 6 month contract
Corporate Turnaround
07.2022 - 01.2023
Capital specialist
Fora Financial LLC
09.2018 - 07.2022
Assistant Manager
Security Camera Go
05.2015 - 11.2017
Personal Home Tutor
Private
02.2012 - 12.2014
Sales Representative
Three Guys from Brooklyn
07.2007 - 08.2009
Bachelor Of Science in Economics -
College Of Staten Island Of The City University Of New York