MA THERESA CAGUETE

• Counselled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
• Advised on wealth management strategies for long-term growth.
• Resolved complex financial issues, ensured client satisfaction.
• Delivered personalized investment opportunities with detailed analysis.
• Developed tailored financial solutions to meet individual needs.
• Advised clients in person, over phone and in writing to deliver top service and optimum strategies.

• Explaining Banking and Insurance products and processes to customers

to offer the best solutions.

• Designed strategy to win new business and maximize selling opportunities among existing clients, achieving lucrative results.
• Leveraged and grew client bank by generating referrals and developing network.
• Led and delivered business development initiatives to achieve key company targets.
• Prepared and delivered winning client proposals, business presentations and sales pitches to C-level executives.
• Maintained client records in bespoke CRM systems, ensuring streamlined data processes for maximum efficiency.
• Generated leads to bring in new client revenue and improve bottom-line profitability.

• Persistency generating maximum business as possible by targeting 10% sales target
• Maximized sales opportunities by converting 25% of inquiries/ sales prospects into customers.
• Scheduled and conducted one on one meeting to potential client by providing product presentation, financial documents summaries, investment performance reports and income projections
• Approached potential clients by using direct marketing strategies and sales technique to set up meetings, outreach build sales pipeline through referrals, cold calling and door knocking.
• Successfully delivered on tasks within tight deadlines.

• Responsible for supervising First Class Lounge operations to ensure compliance to standard operating procedures and ensured consistent delivery of remarkable world hospitality service to all guests / passengers
• Met sales targets through training, encouraging, guiding, and providing feedback to guests and junior staff
• In depth understanding and experience of QMS
• (ISO 9001:2015) and OHS / SMS (ISO 45001:2018)
• Trained and mentored junior staff in customer service best practices.

• Opening Team for 3 Properties of Marriott International Hotel
• Developed holistic advertising scope to achieve hotel's revenue and support sales objectives for all departments
• Built public relations strategies for broadened advertising and developed marketing plans to support department goals
• Provide valuable support in multiple areas of the hotel for efficient and exceptional service.

• Company's standards in order to deliver a consistent guest across the brand while complying with all safety, security and quality measures
• Handling PBX Multiline system and managed high volume inbound/outbound over 100 calls per day promoting hotel facilities (sales/events, rooms, restaurant, business center, airport services and
• Maximized sales profits, contributed 30% sales to room service using proven upselling and cross- selling techniques and promoting hotel brand with exceptional service
• Solved administrative and customer service issues effectively by identifying needs, quickly gaining trust, with knowledgeable assistance and friendly support by improving 30% positive feedback immediately.