Saima Mustafa

• Organized meetings with potential clients to discuss their financial goals and objectives. Manage book of business and help clients Manage their business cycle
• B2B Sales and client management

• Provided comprehensive financial planning advice to clients.

Mostly b2b clients sales

train and develop peers

• Provided excellent service and attention to business customers when face-to-face or through phone conversation

• Identified customer needs, developed customized solutions, and provided knowledgeable advice.

• Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.