Accomplished Financial Services professional with 15 years of sales experience in Insurance, Banking and Investment products to individual clients and business entities. My goal is to expand professionally by contributing, my outside the box thinking, client facing and team mentoring/coaching experience in my next endeavor. Highly effective at engaging clients with complex needs and customize solutions in order to achieve and exceed their financial objectives. Devoted to diversifying client's assets, exceeding personal sales goals and expanding business growth within the competitive financial industry. Providing exception customer service by abiding with firm's policies/procedures /regulatory compliance. Significantly increase profit through the application of strong negotiation, analytical and communication skills. Performance initiated sound judgment, professional integrity and the ability to work well in teams, under high pressure, fast-paced, demanding conditions while meeting stringent deadlines and sales goals. maximize production and revenue growth
• Advanced financial analysis
• Analytical problem solver
• Asset Management and Banking
• Business and Client Relationship Management
• Cash Management
• C-level relationship management
• Client satisfaction-driven
• Client service and support
• Coaching and mentoring
• Conflict resolution skills
• Contact management
• Customer portfolio management
• Customer retention
• Equity and Fixed Income Markets
• Extensive personal network
• Fluent in Russian
• GAAP and statutory reporting
• HNW client demographic
• Insurance product expertise
• Interpersonal, Verbal and Written client communications
• Investment Advice and Wealth Planning
• Loan application expertise
• Mutual Funds, Annuities, Fixed Income, Managed Money
• Networking and new relationship building
• Onsite client calls
• Pipeline development
• Presentations and lectures
• Product knowledge and Sales
• Proposal Writing
• Prospecting Clients
• Regulatory Compliance
• Retirement, Strategic Goal-based financial planning
• Risk Management
• Savings Checking accounts
• Savvy relationship-builder
• Proficient in Salesforce
• Outlook, Skype for Business
• Excel, Lotus Notes, MS Word
• PowerPoint, Access, MS Office, Adobe
• Tax law expertise
• Team leadership and collaboration
• Time management
• Training and coaching
• Up-selling and cross-selling techniques
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