Learning languages
Nada Ahmed Abdelaziem Selim
Financial Advisor
Cairo,C
Summary
Motivated and results-driven financial advisor and customer service professional with 5+ years of success in the insurance and banking industries. Provides guidance on investment strategies and financial solutions to clients. Consistently exceeds performance targets, manages client portfolios, and cultivates enduring relationships. Proficient in administrative work, with a strong understanding of office operations, coordination, and organizational tasks. Recognized for exceptional customer service, fostering trust, and collaborating with teams to drive sustained business growth and ensure client satisfaction.
Overview
6
6
years of professional experience
2
2
Languages
Work History
Financial Advisor
Allianz
12.2024 - 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.
Insurance Specialist
Misr Life Insurance
03.2022 - 10.2024
- Presented and sold insurance products and services to new customers.
- Resolved clients' issues and handled wide-ranging products and services inquiries from customers.
- Established strong relationships to retain existing customers and find new prospects.
- Cross-sold different policy types to existing Customers .
- Followed up on denials, late payments, extensions and other special circumstances.
Administrative Assistant – Medical Coordination
Regulatory Affairs Moh .
06.2020 - 01.2022
- Organized computer files, documents and office supplies.
- Greeted visitors upon arrival and directed guests to appropriate department.
- Created dynamic spreadsheets using knowledge of Microsoft Excel , word formulas.
- Retrieved, prepared and scanned hard copy reports.
- Used good organizational skills to manage workload.
- Coordinated appointments, meetings, and shipment schedules between doctors and supply departments to ensure timely delivery and smooth operations.
Insurance Representative
Gig Company
12.2018 - 01.2022
- Sold insurance products and services to new and existing customers to meet sales targets.
- Developed strong relationships with clients through proactive communication and follow-ups, fostering trust and long-term business partnerships.
- Delivered professional presentations to explain policy features, benefits, and coverage clearly and effectively .
Reservation Agent
Cairo Airport Travel
09.2017 - 10.2018
- Provided customers with information about availability and pricing.
- Answered incoming phone calls and developed friendly rapport with callers while answering questions, making recommendations, and leading conversations to bookings.
- managing multiple phone lines and email correspondence for reservation requests and adjustments.
- Managed online booking inquiries and assisted guests and travel partners with questions throughout entire booking cycle.
- Made car rental and hotel reservations and notified travelers of arrangements and revisions.
- Carefully reviewed the passengers' documentation to check their destinations and assign the correct boarding passes.
Education
Bachelor of Arts -
Ain Shams University
04.2001 -
Skills
Sales and marketing
Time management
Relationship building and management
Banking Knowledge
Customer service
Microsoft Office
Negotiation
Communication skills
public relations
Creativity
Problem-solving
Client relations
Interests
Reading
Travel
Painting
Photography
Timeline
Financial Advisor
Allianz
12.2024 - Current
Insurance Specialist
Misr Life Insurance
03.2022 - 10.2024
Administrative Assistant – Medical Coordination
Regulatory Affairs Moh .
06.2020 - 01.2022
Insurance Representative
Gig Company
12.2018 - 01.2022
Reservation Agent
Cairo Airport Travel
09.2017 - 10.2018
Bachelor of Arts -
Ain Shams University
04.2001 -