Sona Sajeev
Sales And Financial Advisor
Kodippara Veedu Manoorkonam Po , Nedumagadu , Thrivandrum
Summary
Dynamic Financial Advisor with a proven track record at Policybazaar.com, excelling in investment planning and client relations. Expertly developed tailored financial strategies, enhancing client satisfaction and loyalty. Strong problem-solving abilities complemented by effective communication skills, ensuring clients achieve their financial goals while navigating complex insurance decisions.
Overview
2
2
years of professional experience
Work History
Financial Advisor
Policybazaar.com
08.2024 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Customer Support Associate
Sutherland Global Service
09.2023 - 06.2024
- Responded to customer requests for products, services, and company information.
- Enhanced customer satisfaction by promptly addressing and resolving inquiries and concerns.
- Maintained comprehensive knowledge of product offerings to ensure accurate information was provided to customers during troubleshooting efforts.
- Developed strong relationships with clients through consistent follow-ups on outstanding issues, ensuring timely resolutions and ongoing communication updates.
Skills
Investment planning
Timeline
Financial Advisor
Policybazaar.com
08.2024 - Current
Customer Support Associate
Sutherland Global Service
09.2023 - 06.2024
Bachelor of Arts - Journalism And Mass Communication
Dr Palpu Collage of Art And Science .
04.2001 -
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Languages
English
Advanced (C1)
malayalm
Bilingual or Proficient (C2)
Education
Bachelor of Arts - Journalism And Mass Communication
Dr Palpu Collage of Art And Science .
Kollam , Puthusheery 04.2001 -