Lamis Barakat Khalifa
Financial Advisor
Damietta
Summary
Focused Financial Advisor able to handle wide range of financial needs, from retirement planning to insurance decisions. Decisive planner with understanding of marketing and sales strategies driving business growth. Driven financial advisor with five years of experience in portfolio management. Works with clients to understand financial goals and develop profitable investment strategies. Moves fast with high attention to detail and excellent problem-solving skills.
Overview
10
10
years of professional experience
2
2
Languages
Work History
Financial Advisor
Allianz Insurance
01.2018 - Current
- An insurance advisor providing financial advice to clients on retirement planning, investing, and protecting against risks
- Developed and deepened relationships with new and existing clients
- Consulted with clients to assess and meet short- and long-term financial goals
- Oversaw and preserved records of financial transactions to optimize workflow and maintain consistent documentation
- Interviewed clients to identify income, expenses, and financial objectives, developing customized financial plans suitable for needs
- Prepared income projection and investment reports for clients to view income and balance sheet and determine investment strategies
- Provided advice regarding risk management policies and prevention strategies to avoid losses and bad investments for clients
- Researched financial market trends to stay abreast with updates and provide proper forecasting and planning for clients
- Examined tax status and risk tolerance to maximize income and save money
- Assessed financial data derived from clients to design innovative strategies, exceeding financial goals of clients
- Counseled clients on financial matters and provided recommendations investment opportunities, products, and services based on client needs and asset availability
- Analyzed customer needs and provided the best options, upselling products and services
- Increased client retention through loyalty rewards and incentivization program.
Office Manager
Diaa Dawood (Member of Parliament)
12.2013 - 12.2017
- Managed office operations for Diaa Dawood (Member of Parliament).
Education
Bachelor of Arts - history
university of damietta
damietta, damiettaSkills
Stock market expertise
Mutual funds understanding
Funding education
Advising on investments
Investment analysis
Financial planning
Stock forecasting
Financial risk analysis
On-the-spot decision-making
Investment banking
Client renewals
InsuranceFaces
After-sales support
Insurance sales expertise
Insurance risk analysis
Market and competitive analysis
Team oversight
Insurance decisions
Stock market understanding
Retirement needs
Client Relations
Investment planning
Investment advice
Financial Forecasting
Insurance sales
Sales and Marketing
Sales expertise
Risk Assessment
Timeline
Financial Advisor
Allianz Insurance
01.2018 - Current
Office Manager
Diaa Dawood (Member of Parliament)
12.2013 - 12.2017
Bachelor of Arts - history
university of damietta