Iya Majed
Dubai,
Summary
Results-oriented financial advisor with over 5 years of experience providing comprehensive financial planning services to a diverse clientele. Skilled in analyzing investment opportunities, identifying potential risks, and delivering market intelligence aligned with current trends. Demonstrated expertise in the finance and investment industry, possessing a deep understanding of investment banking practices, financial products, risk mitigation strategies, and compliance regulations.
Overview
7
7
years of professional experience
Work History
CEO
Giggly Years Ltd.
08.2021 - Current
- Founded & developed a successful baby shop, overseeing all aspects of business creation, from initial concept to operational execution.
- Managed end-to-end marketing strategies, including branding, digital marketing campaigns, and social media management, resulting in a significant increase in customer engagement and sales.
- Led product selection & merchandising, curating a diverse range of high-quality baby products to meet customer needs and market demand.
- Grew the company's online presence, attracting over 10,000 visitors to the website monthly.
- Oversaw financial planning & budgeting, ensuring the business remained profitable while maintaining high standards of customer satisfaction.
- Implemented customer loyalty programs & special promotions, leading to a 35% rise in repeat business.
- Analyzed market trends & customer feedback to continually adapt product offerings and improve overall business strategy.
Financial Advisor
Royal Bank of Canada
09.2018 - 08.2021
- Communicated with clients to learn about their needs and helped them achieve their goals
- Provided professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needs
- Collaborated with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients received customized and targeted expert advice
- Proactively took ownership of resolving and preventing client's banking problems
- Implemented contact and relationship building strategies, and supported new client acquisition in local community
- Educated clients of the features and benefits of the company's products and services and helped clients with digital banking, including mobile, ATM, and online banking.
- Proven ability to learn quickly and adapt to new situations.
- Worked well in a team setting, providing support and guidance.
- Skilled at working independently and collaboratively in a team environment.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Advised and implemented financial plans for 100+ clients, resulting in an average client satisfaction rate of 95%.
- Generated over $5 million in new investments, consistently exceeding quarterly sales target by 15%.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Banking Advisor
Royal Bank of Canada
12.2017 - 09.2018
- Proactively engaged with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
- Focused on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
- Responded to client-initiated contact, assisting them with a full range of financial transactions
- Actively listened and engaged clients in conversation to further understand their individual needs
- Proactively took ownership of resolving and preventing client banking problems
- Cultivated and maintained relationships with partners to make the most of business opportunities and referrals.
Customer Service Representative
Royal Bank of Canada
08.2017 - 12.2017
- Educated customers on the usage of products/services and on additional available benefits and services
- Assisted in resolving customer complaints, ensuring that problems can be resolved in a timely manner
- Responded to customers by providing information, understanding needs, offering value-added solutions, opportunity spotting, and taking accountability for the resolution of customer concerns
- Secured new business and/or retained existing business
- Ensured customers receive optimal service at a level that meets their needs, personally or by referring them to the appropriate partner (internally or externally)
- Took ownership of client concerns, built ownership and accountability at the first point of contact through client-focused behaviors, ensuring, when necessary, the escalation process is followed
- Brought forth excellent customer service skills and a commitment to customer satisfaction
- Processed applicable paperwork for clients, ensuring accuracy and completeness of information
- Helped to increase customer return rates by providing excellent customer service at all times
- Met monthly sales and retention goals.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
Education
Investment Funds in Canada (IFC) -
Canadian Securities Institute
Canada08.2018
Personal Financial Services Advice (PFSA) -
Canadian Securities Institute
Canada01.2018
Bachelor of Commerce - Finance Major, Marketing Minor
University of Alberta
Edmonton, AB06.2017
Skills
- Analytical Thinking
- Customer Service
- Highly Organized
- Leadership and Teamwork
- Strong Communication Skills
- Critical thinking and problem solving
Languages
English
Arabic
Details
Canadian | Lebanese | Married | November 17, 1993
Timeline
CEO
Giggly Years Ltd.
08.2021 - Current
Financial Advisor
Royal Bank of Canada
09.2018 - 08.2021
Banking Advisor
Royal Bank of Canada
12.2017 - 09.2018
Customer Service Representative
Royal Bank of Canada
08.2017 - 12.2017
Investment Funds in Canada (IFC) -
Canadian Securities Institute
Personal Financial Services Advice (PFSA) -
Canadian Securities Institute
Bachelor of Commerce - Finance Major, Marketing Minor
University of Alberta
Similar Profiles
Nicolle MoranNicolle Moran
Receptionist at Giggly Panada Baby Spa And Wellness CenterReceptionist at Giggly Panada Baby Spa And Wellness Center
PATRICIA ORTEGA SALINASPATRICIA ORTEGA SALINAS
Teacher Coordinator at Colegio Lu Sin - 10 Years Old To 15 Years OldTeacher Coordinator at Colegio Lu Sin - 10 Years Old To 15 Years Old
Julie StottlemyreJulie Stottlemyre
Stay at Home Mom at 2 Boys, 6 Years Old And 4 Years OldStay at Home Mom at 2 Boys, 6 Years Old And 4 Years Old