Summary
Overview
Work History
Education
Skills
Cell
Timeline
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Uneesa Munir

financial services representative
Hamilton,NJ

Summary

Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.

Overview

8
8
years of professional experience

Work History

Financial services representative

Merrill
09.2022 - Current
  • I able to identify clients' needs and find proper solutions to meet those needs by referring to financial advisor
  • Help the client to improve financial pictures and provide excellent solution after deep research
  • Build, develop and maintain partnerships with teammates and specialist to maximize effectiveness and serve customers
  • Performed the responsibilities of the job by follow the compliance procedures and adhere to internal control policies and procedures.
  • Handled a diverse range of client portfolios, ensuring personalized attention was given to each account holder''s unique needs.
  • Advanced department goals by consistently meeting or exceeding performance metrics related to productivity quality assurance standards.
  • Collaborated with internal teams to develop innovative investment strategies, enhancing client portfolios and driving growth.

Front end Assistant

Walmart
11.2021 - 07.2022
  • Processed cash register transactions on POS, inputted product costs and gave back
  • Verified prices and calculated totals using scanners and Point of Sale systems
  • Kept up high pace to minimize customer wait times at checkout.

Universal Banker

Allied Bank Ltd.
01.2016 - 08.2021
  • Followed company and regulatory policies to protect customer and bank assets.
  • Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.

Online business consultant

Oriflamme Cosmetics
01.2019 - 01.2021
  • Implement brainstorm strategies for growth, positive change, and improvement
  • Dedicate time to generating new business and pitching clients, Brand development and review data
  • Give presentation's and organize team meetings.

Education

SIE - Investments And Securities

Finra Financial Industry Regulatory Authority
05.2024

Master's in commerce - Finance

University of Gujrat
Pakistan
11.2013

Skills

  • Financial Services
  • Customer Relationship Management
  • Cash Management
  • Establishing trust
  • Cash Handling
  • Active listening
  • Adaptability
  • result orientation

Cell

609 453 6337

Timeline

Financial services representative

Merrill
09.2022 - Current

Front end Assistant

Walmart
11.2021 - 07.2022

Online business consultant

Oriflamme Cosmetics
01.2019 - 01.2021

Universal Banker

Allied Bank Ltd.
01.2016 - 08.2021

SIE - Investments And Securities

Finra Financial Industry Regulatory Authority

Master's in commerce - Finance

University of Gujrat

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Uneesa Munirfinancial services representative