A success-driven and customer-focused sales representative with experience in problem-solving skills, attention to detail, and customer relationship management.
Overview
4
4
years of professional experience
2016
2016
years of post-secondary education
Work history
Financial Advisor
UNITED ARAB BANK
Sharjah, UAE
2024.02 - 2026.03
Established and nurtured client relationships to identify financial needs and objectives.
Evaluated creditworthiness and repayment capacity through detailed examination of financial documents and credit reports.
Reviewed loan applications to recommend appropriate loan products and repayment conditions for clients.
Utilised advanced forecasting models to predict market behaviour.
Maintained up-to-date knowledge of market trends for better predictions.
Conducted thorough research on applicant's financial status before approval of loans, mitigating potential risks.
Financial Advisor
M&M Marketing (DSA RAK BANK)
Dubai , UAE
2022.11 - 2023.12
Assisted clients in understanding financial needs and goals.
Helped clients assess creditworthiness by reviewing financial documents and credit reports.
Supported clients in analysing loan applications for suitable products and repayment terms.
Guided clients through loan options, interest rates, and repayment schedules for informed decision-making.
Coordinated with underwriters to ensure compliance with lending criteria for loan applications.
Prepared loan packages and documentation for submission to underwriting.
Coordinated loan closings with clients, title companies, and attorneys.
Explained loan agreements and terms clearly to clients.
Managed a portfolio of loans for timely repayments and maintained communication with clients.
Addressed issues with clients' loans by collaborating with servicing departments for solutions.
Financial Advisor
Fintrek Marketing (DSA Emirates Islamic Bank)
Dubai, UAE
2021.11 - 2022.10
Cultivated relationships with clients to identify financial needs and objectives.
Supported clients in evaluating creditworthiness through analysis of financial documents and credit reports.
Assisted in reviewing loan applications to recommend appropriate loan products and repayment terms.
Education
Bachelor of commerce - Marketing and Communication
Aligarh Muslim University
Aligarh
2017.03 - 2019.05
Intermediate - Commercial Management
St Johns School
Firozabad
Skills
Understanding clients' financial goals
Consultative approach
Relationship Management
Client acquisition
Languages
English
Fluent
Hindi
Native
Timeline
Financial Advisor
UNITED ARAB BANK
2024.02 - 2026.03
Financial Advisor
M&M Marketing (DSA RAK BANK)
2022.11 - 2023.12
Financial Advisor
Fintrek Marketing (DSA Emirates Islamic Bank)
2021.11 - 2022.10
Bachelor of commerce - Marketing and Communication