Jaynor Almeida
Auckland,New Lynn
Summary
Experienced Financial Adviser offering proven track record of working with customers to achieve solutions and drive company growth. Skilled in networking with industry professionals to build lead pipeline and increase client base.
Overview
6
6
years of professional experience
Work History
Financial Adviser
Morris & Co Financial Advisers
02.2022 - Current
- Access the financial needs of customers, gauge the short-mid-long-term dimensions.
- Furnish multiple apt options to establish goals and relationship through analytical and interpersonal skills.
- Gathering information about the client’s needs financial goals and current financial position.
- Conduct a feasibility market study through competitive data gathering, analyzing and optimization of benefits recommended.
- Develop, Implement and Monitor the furnished plan through perpetual connect with the clients.
- Liaise with different insurance companies and manage compliance adherence as per industry practice
- Engaging in the ongoing 360-degree feedback mechanism
- Ongoing reviewing of the policies for the existing clients and recommend appropriate lucrative and sustainable options.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Implement after service recommendations, to ensure they best fit the new and old clients.
- Interpersonal skill enhancement by being abreast with the industry cutting edge practices and developments, complete accreditations from time to time, adapt the right values and cultivate an environment for achieving goals and aspirations in alignment of the company’s vision, mission and goals.
Financial Adviser
Tulip Financial Services Ltd
01.2021 - 01.2022
- Assisted and educated New Zealanders on various insurance products , financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Perpetual Delivery and Engagement Management with present and potential clients to assist them in renewals, arrears, changes and updates in existing or new policies
- Liaise with the prospect and current clients to understand the current fiscal position, analyze and furnish the lucrative optimized plan matching the budget and aspired financial security.
- Referral building and capitalizing on social media with the help of new technology to market and brand-build the company and its viable services.
- Maintaining agencies for different insurance companies and compliance adherence as per industry standards.
- Keeping up to date with newer insurance products through self study and attending industry relevant learning platforms.
Business Development Associate
Life Secure Financial Services Ltd
09.2019 - 12.2020
- Boosted revenue by bringing in and cementing relationships with new clients and optimizing servicing of existing customer accounts.
- Developing and maintaining key account relationships with new and old clients to strengthen the company.
- Preparing insurance quotes, reports, and proposals for clients and administration support in Office Operations.
- Being the face of the company in promotional events and helping in organizing and managing them with the objective of creating brand awareness as well as generating potential leads.
- Acquiring new clientele base for the company from leads generated from promotional events, calling the customer, setting up appointments and finally cross selling products based on the customer’s needs
- Data entry management in CRM System Software (MyCRM by NZFSG)
- Utilized knowledge of industry trends to develop value-added solutions and approaches for target audiences.
- Developed business pipeline using cold and warm techniques.
- Informed clients of appropriately filtered promotions suited to client needs to increase sales productivity and volume.
Brand Ambassador
JJ Management Ltd-The Loop Duty Free (For Proof & Co)
01.2019 - 09.2019
- Responsible for stock replenishment and management across the store in arrivals and departures.
- Training generic staff on the product range in the brand portfolio from time to time
- Striving for top notch customer service by providing apt recommendation according to the taste of the customers and their desires.
- Providing Proof & Co with weekly and monthly reports, analyzing and pointing out changes in stores as the Company is based in Australia.
- Approached strangers and interacted in natural conversation with goal of developing brand loyalty.
- Sampling of the product range to customers and influencing them to shift brand preferences.
- Product merchandising and brand presentation to appeal to the customers.
Brand Ambassador
Sony
12.2017 - 01.2019
- Responsible for overall management for stock replenishment
- Achieving optimum customer satisfaction through utmost service
- Analysis and forecasting of consumer trends and suggestions on future promotional plans
- Creating detailed reports and presentation’s at end of activation
- Presenting weekly performance dashboards to the management, highlighting the floor challenges and foreseen increase or dip in sales
- Effective Product merchandising and brand presentation.
Education
Level-5 in Financial Services ( Life & Health ) - Insurances
Strategi Insitute
Auckalnd06.2020
Post Graduate Diploma in Business Administration -
AIS, Auckland Institute of Studies
Auckland 10.2018
BBA -
MAEER’S MITSOM College, Pune University
Pune, India04.2017
A1 German -
GOETHE Institute, Pune
07.2016
Skills
- Excellent Communicator
- Conflict Resolution
- Analytical Thinking
- IRESS/X-PLAN and Insurer Application Software Proficiency
- New Market Expansion
- Market Research & Analysis
- Sales & Marketing
- Client Relationship Management
Timeline
Financial Adviser
Morris & Co Financial Advisers
02.2022 - Current
Financial Adviser
Tulip Financial Services Ltd
01.2021 - 01.2022
Business Development Associate
Life Secure Financial Services Ltd
09.2019 - 12.2020
Brand Ambassador
JJ Management Ltd-The Loop Duty Free (For Proof & Co)
01.2019 - 09.2019
Brand Ambassador
Sony
12.2017 - 01.2019
Level-5 in Financial Services ( Life & Health ) - Insurances
Strategi Insitute
Post Graduate Diploma in Business Administration -
AIS, Auckland Institute of Studies
BBA -
MAEER’S MITSOM College, Pune University
A1 German -
GOETHE Institute, Pune
Similar Profiles
Alish Kumar SinghAlish Kumar Singh
Assistant accountant at Legend financial and tax advisersAssistant accountant at Legend financial and tax advisers
Lim Mei YiLim Mei Yi
Business Support Executive at Sony Life Financial AdvisersBusiness Support Executive at Sony Life Financial Advisers
Leticia McPhersonLeticia McPherson
Administration & Junior Paraplanning at Financial Framework Wealth AdvisersAdministration & Junior Paraplanning at Financial Framework Wealth Advisers
Trupal PatelTrupal Patel
Taxi Cab Driver at UberTaxi Cab Driver at Uber
Theresa TuulimaTheresa Tuulima
Community Participation Service Co Ordinator at Hohepa AucklandCommunity Participation Service Co Ordinator at Hohepa Auckland