Hi Everyone,
My name is
with a degree in Business Administration major in Financial and Investment
Management. I am self-motivated and very dedicated when it comes to working. I am a task-driven person, observant and well-organized. I am fluent in written
and oral English. I can say that I am reliable in providing excellent service.
My goal is to learn and exceed the expectations needed fro
Below is my job summary:
TECH SUPPORT
- Act as a first of contact of our client's service requests
- Gather and analyze information about the client's issue and determine the best way to resolve their concern within SLA
-Prioritize service tickets according to urgency and importance, utilizing our escalation process
-Provide timely updates to clients and internal technical colleagues during the resolution process
- Manage start of day checks of Fintech applications
- Report and document technical issues of managed software applications
- Provide troubleshooting for functional and technical issues raised by users
- Coordinate with cross-functional teams to resolve i
- Responsible for Active Directory management and managing user's access to software applications
- Facilitate functional and technical deployment based on the client's requirements
-Create and execute test scripts as well as provide test results
- Report bugs and errors to development teams using JIRA as a project management tool to document testing phases and defects
BUSINESS CONSULTANT
As a business consultant my day to day tasks
involved the following:
-Involved in manual testing of APIs and Dashboard Application
-Provide daily operation support for bank activities
RESEARCH ANALYST
As a Research Analyst my primary
responsibilities are the following:
-Responsible for the collection of accurate and
reliable specific industry metrics data or KPI's for the Oil and Gas industry
to the internal database.
-Fulfilled the research and market study of the
documents for companies involved in O&G to support clients on data queries.
-Created queries for Oil&Gas companies to
clarify policy issues.
-Maintained production and quality rating file
to support the company's descriptive data like business summaries and other
textual information using the Microsoft Office application.
LIFE INSURANCE FINANCIAL ADVISOR
I had worked as a financial advisor for a life insurance company here in the Philippines for two years. I am in charge of my
own appointment setting. I am responsible for contacting leads or clients over
the telephone,
LinkedIn) to generate appointments. I keep track of all the records and personal
details of the clients. I do follow up and discuss personal matters that will
help raise their interest in the insurance product that I am selling. I also
make sure to keep a record of my productivity. Typically, I have to call and
send
successful appointments.
As a Financial Advisor my primary
responsibilities are the following:
-Help clients plan their short and long-term
financial goals.
-Recommend life insurance products and
investments depending on the client's needs and want.
-Execute and negotiate follow-through
implementation of different investment and insurance products.
-Does post sell client servicing
-Proactively contact clients to establish
long-ter
CLIENT SUPPORT SPECIALIST
As client support my day to day tasks involved
the following:
-Assist in accurately resolving Client Support
i
-Help the operations to improve the data
collection process.
-Provide quality data to external clients by
interacting and coordinating with the operations.
-Identify and rectify the number of problems that emanate from clients and queries.
-Finish research projects on historical problem
areas
-Facilitate testing system enhancements in
collection tools and products.
-Conducts training for new support backup.
SKILLS
-Photoshop
-Adobe Illustrator
-Data Entry and Online Research
-Basic and Advanced Excel
-Microsoft Office Application
-Lean Six Sigma (White and Yellow Belt)
-Marketing Plan-Business Plan & Financial
Analysis
-Manual Testing for applications
-Operations support
-Knowledgeable in JIRA and Confluence Software
-Search Engine Optimization (SEO)
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