Nadine Rhone, MBA
The Bronx,NY
Summary
Dedicated professional with experience in Investment, Banking, Business Development, Marketing and Administration; distinguished by commended performance and proven results.
- Over Fifteen (15) years' experience in Financial Services, Customer Service and Support with recognized strengths in relationship management, event planning and problem solving.
- Proven ability to coordinate and execute successful marketing activities that stimulate high response-rates, and effectively reinforce and build brand image positively.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Client Relations Officer
JMMB Investments
07.2018 - 02.2022
- Managed portfolio size of over USD13 mil. Primary focus on retention of existing client relationships and growing business share
- Interviewed clients and provide financial advice to guide them in planning their financial portfolios and achieving their goals.
- Arranged periodic Portfolio Reviews and make appropriate recommendations.
- Made presentations to both business and residential communities on investment services.
- Processed Investments, Equity and Bond secured loans.
- Resolved problems with high-profile customers to maintain relationships and increase returns to the customer base
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
Financial Services Specialist
Victoria Mutual Building Society, VMBS
Falmouth, Jamaica, IN
11.2011 - 07.2018
- Provide sound financial guidance by advising clients on products suited to their needs.
- Performs all sales and service activities necessary to meet assigned branch targets.
- Motivated and encouraged team support to drive sales while coordinating off-site branch sales activities including residential Community Blitzes, Business Association presentations, Open Houses representation and Client visits.
- Focused on relationship deepening by creating member interest in additional products and services.
- Maintained a working knowledge of all products and services offered by the Building Society including periodic promotional offers
- Met with clients to conduct mortgage pre-assessment and provide guidance on the homeownership application process.
- Handles opening and closing of all account types and completes all proper documentation.
Marketing Associate
Caribbean Aerospace College
Kingston, Jamaica, NC
06.2010 - 07.2011
- Coordinated marketing activities to drive sales of Aviation industry workshops conducted by the College.
- Successfully registered local and international participants for the college's workshops, which saw revenue generation of over 11,000 USD within one quarter -2011
- Created and managed database of prospects while supporting the college's overall marketing objectives
- Arrange the College's Open House Forum geared towards recruiting prospective students for the upcoming academic year.
- Provide recruitment support relating to screening and interviewing of potential candidates seeking employment with the College.
Office Manager
The Entrepreneur Business Solutions
06.2009 - 09.2010
- Co-founder and Office Manager with responsibility for staff recruitment, payroll processing, tax compliance, maintenance of personnel records and general administration.
- Played a key role in conceptualizing the business with regard to policy implementation and management of the accounting system
- Controlled finances to lower costs and keep the business operating within budget.
- Assigned and monitored staff responsibilities while providing them with information and guidance
- Developed and maintained successful relationships with vendors, suppliers and contractors.
- Successfully managed the collection of arrears within record turnaround times.
- Maintained computer and physical filing systems.
Education
MBA - Human Resources Management
University of West Indies -Mona School of Business
Montego Bay12.2020
Bachelor of Science - Business Administration - Finance
Northern Caribbean University
Montego Bay08.2007
Skills
- Interpersonal Communication Skills
- Event Management
- Office Management
- Team building
- Multitasking Abilities
- Letter Writing
- Budgeting and Expenditures
- Microsoft SharePoint
- Customer Needs Assessments
- Customer Relations
- Customer Portfolio Management
- Client Relationship Management
Certification
- Securities Industry Essentials (SIE) - in progress
- Project Management Professional (PMP)- in progress
- Life, Accident and Health Insurance Agent License– NY Department of Finance, 2022
- Jamaican Securities Course, The Jamaican Institute of Management, 2008
- Forensic Document Examination workshop, The Jamaican Institute of Management, 2008
Timeline
Client Relations Officer
JMMB Investments
07.2018 - 02.2022
Financial Services Specialist
Victoria Mutual Building Society, VMBS
11.2011 - 07.2018
Marketing Associate
Caribbean Aerospace College
06.2010 - 07.2011
Office Manager
The Entrepreneur Business Solutions
06.2009 - 09.2010
MBA - Human Resources Management
University of West Indies -Mona School of Business
Bachelor of Science - Business Administration - Finance
Northern Caribbean University
- Securities Industry Essentials (SIE) - in progress
- Project Management Professional (PMP)- in progress
- Life, Accident and Health Insurance Agent License– NY Department of Finance, 2022
- Jamaican Securities Course, The Jamaican Institute of Management, 2008
- Forensic Document Examination workshop, The Jamaican Institute of Management, 2008
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