AFRI SHERIN NITTOO KANDY

Experienced Client Care Executive with a background in software engineering, blending technical and financial expertise to provide exceptional customer service and technical support. Proven track record in managing client relationships, resolving issues, and offering personalized financial solutions. Strong analytical, communication, and problem-solving skills with a deep understanding of financial principles, investment strategies, and IT solutions. Committed to delivering high-quality service and building long-term client relationships. Currently pursuing a Post-Baccalaureate Diploma in Business Management to enhance business and management acumen.

• Financial Knowledge, Understanding of financial principles, investment strategies, and wealth management practices., Familiarity with portfolio management, risk assessment, and asset allocation., Basic knowledge of financial markets, products, and instruments (e.g., stocks, bonds, mutual funds).
• Analytical and Research Skills, Ability to analyse financial data, market trends, and client portfolios., Strong research skills for evaluating investment opportunities and assessing risk., Proficiency in using financial tools and software to support decision-making.
• Customer Service and Relationship Management, Experience delivering exceptional client service in a customer care setting., Ability to build and maintain long-term client relationships based on trust and personalized solutions., Strong interpersonal and communication skills for understanding client needs and offering tailored financial advice.
• Problem-solving and Attention to Detail, Adept at identifying clients' financial goals and developing customized plans to achieve them., Strong attention to detail when analysing financial documents, preparing reports, and managing client information., Effective problem-solving skills for addressing client queries and resolving issues.
• IT and Technical Skills, Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) for financial reporting, analysis, and presentations., Experience with financial management tools, CRM software, or investment platforms., Ability to leverage IT skills to streamline processes, improve data management, and support digital client solutions.
• Communication and Presentation Skills, Clear and concise written and verbal communication, essential for preparing financial reports and interacting with clients., Ability to present complex financial concepts in an accessible manner to clients with varying levels of financial knowledge.
• Team Collaboration, Experience working effectively within a team, supporting senior staff, and contributing to collective goals., Ability to adapt in a fast-paced environment, managing multiple tasks and priorities.

• Serve as the primary point of contact for clients, addressing inquiries, concerns, and requests in a timely manner.
• Build and maintain strong relationships with clients to enhance satisfaction and loyalty.
• Identify and resolve client issues efficiently, ensuring a positive experience.
• Provide clients with guidance on using products or services effectively and assist with onboarding new clients.
• Prepare and present reports on client interactions, satisfaction levels, and service performance metrics.