Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds specifically high revenue business owners. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment in particular for business owners. Have successfully manages Bank branches, employee scheduling, employee coaching and development including observing, rating and coaching for better client service, higher business revenue and client and employee retention improvement.
Hi, I’m
Saima Mustafa
Elk Grove,CA
Summary
Overview
10
years of professional experience
1
Certification
Work History
NYLIFE Securities LLC
Registered Reperesentative
06.2022 - Current
Job overview
- Shared details regarding financial products and services with clients specially with high revenue businesses
- Provided high level of customer service to clients to obtain new opportunities and repeat business.
- Identified potential new sources for business through cold calling approximately 50 leads per day.
- Interviewed clients to better understand financial positions and assets ready for investment.
- Carried out day-to-day duties accurately and efficiently
New York Life Insurance Company
Licensed Life Insurance Agent
04.2019 - Current
Job overview
- Maintained high standards of customer service by building relationships with clients.
- Provided coverage option information to assist clients in protecting assets.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Obtained underwriting approval by completing application for coverage.
Bank Of America
Small Business Consultant
04.2017 - 03.2019
Job overview
- Provide customer service, mapped current business and operational processes and recommended areas for improvement.
- Reviewed files, records and other documents to obtain business information and key data informing responses to development requests.
- Created workflow diagrams and Gantt charts to clearly demonstrate processes and timelines.
- Mapped process activities to identify shortfalls and propose options to rectify operational inefficiencies.
Bank Of The West
Relationship Manager 2
03.2016 - 03.2017
Job overview
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service. Perform management duties in the absence of Management
US Bank
Relationship Manager 2 Back Up Manager
04.2014 - 03.2016
Job overview
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Educated customers about banking options and processed purchases.
Education
University Of PunjabPunjab, Pakistan
Bachelor of Science from Pre Med
08.1997
University Overview
Skills
- Portfolio Diversification
- Understanding and Management of Business Financial Cycle
- Customer Service/Customer Service Management
- Critical Thinking
- Sales Representative and customer service Scheduling/ Observing and feedback
- Interpersonal Communication Skills
- Business Growth and Retention
- Expert in Salesforce
- Excel
- Microsoft Office
- Business 2 Business presentation
- Public Speaking
Certification
Life Insurance License
Health and Disability Insurance License
Long Term Care Licences
SIE
Series 6
Languages
Urdu
Full Professional
Punjabi
Full Professional
Hindi
Full Professional
Timeline
Registered Reperesentative
NYLIFE Securities LLC
06.2022 - Current
Licensed Life Insurance Agent
New York Life Insurance Company
04.2019 - Current
Small Business Consultant
Bank Of America
04.2017 - 03.2019
Relationship Manager 2
Bank Of The West
03.2016 - 03.2017
Relationship Manager 2 Back Up Manager
US Bank
04.2014 - 03.2016
University Of Punjab
Bachelor of Science from Pre Med
Life Insurance License
Health and Disability Insurance License
Long Term Care Licences
SIE
Series 6
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