Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Nameera Ashani

16, Simpkins Street,Whakatane

Summary

Results-driven Insurance Advisor with expertise in client communication and financial planning. Developed tailored financial strategies and facilitated workshops to enhance client financial literacy.

Overview

3
3
years of professional experience

Work History

Insurence Addvisor

Celinco Life Insurence
Chilaw, Chilaw(Sri Lanka)
04.2015 - 01.2017
  • Advised clients on financial planning and investment strategies.
  • Conducted thorough market research to inform client decisions.
  • Developed tailored financial plans based on client needs.
  • Facilitated workshops to educate clients on financial literacy.
  • Collaborated with team members to enhance client service initiatives.
  • Analyzed client portfolios and provided actionable recommendations.
  • Maintained up-to-date knowledge of industry trends and regulations.
  • Established and supervised peer-counseling and peer-tutoring programs.
  • Planned and promoted career and employment-related programs and events, fully coordinating job fairs and career workshops.

Account Audit Assistant

Mallawarachchi Audit Firm
kadana, kadana(Sri Lanka)
01.2014 - 04.2015
  • Assisted auditors in reviewing financial documents for compliance and accuracy.
  • Communicated with clients to gather necessary information for audits.
  • Conducted preliminary assessments of client accounts to identify discrepancies.
  • Supported the preparation of audit reports by compiling relevant data.
  • Managed schedules for client meetings and audit timelines effectively.
  • Conducted detailed financial analysis of client's accounts to identify discrepancies and errors.

Education

High School Diploma -

Institiute Of Supply Chaing Management
Colombo(Sri Lanka)
02-2022

Skills

  • Client communication and effective communication
  • Financial planning and financial literacy
  • Data analysis and financial analysis
  • Team collaboration and decision-making
  • Career counseling and sales strategy

Affiliations

  • team Activities for how to Reduse Audit fault

Timeline

Insurence Addvisor

Celinco Life Insurence
04.2015 - 01.2017

Account Audit Assistant

Mallawarachchi Audit Firm
01.2014 - 04.2015

High School Diploma -

Institiute Of Supply Chaing Management

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Nameera Ashani