Summary
Overview
Work History
Education
Skills
Websites
Certification
Languages
Core Competencies Personal Traits
Hobbies and Interests
Disclaimer
Timeline
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Afroze Ahmed Syed

Surrey,BC

Summary

Driven Insurance Team Leader with 8+ years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Credit Counselor

CIBC
02.2024 - Current
  • Improved clients'' financial situations by developing customized debt management plans.
  • Negotiated repayment terms with creditors on behalf of clients, securing lower interest rates or waived fees when possible.
  • Contributed to a positive work environment by fostering open communication and collaboration among team members.
  • Managed a diverse caseload, adapting counseling approaches based on individual needs and circumstances.
  • Provided personalized credit counseling sessions, fostering strong relationships with clients throughout their journey towards financial stability.
  • Assisted clients in reducing credit card debt through strategic negotiation with creditors.

Banking Advisor

Royal Bank of Canada
11.2023 - 02.2024
  • Build and maintain strong relationships with clients by understanding their financial needs.
  • Assess clients’ financial situations.
  • Develop comprehensive financial plans, which may include budgeting, saving, investing and risk management.
  • Increased client satisfaction by providing personalized banking solutions and financial advice.
  • Educated customers on digital banking platforms, encouraging adoption of online services for convenience and efficiency benefits.

Team Leader

Qatar Insurance Company
02.2022 - 05.2023
  • Supervised team members to confirm compliance with set procedures and quality requirements.
  • Monitored team performance and provided constructive feedback to increase productivity and maintain quality standards.
  • Built strong relationships with customers through positive attitude and attentive response.
  • Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
  • Worked with team to identify areas of improvement and devised solutions based on findings.

Team Leader (Personal Lines)

RSA
06.2017 - 12.2021
  • Drive the entire sales cycle from initial contact to close, meeting and exceeding sales targets
  • Supervised team members to confirm compliance with set procedures and quality requirements.
  • Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
  • Worked with team to identify areas of improvement and devised solutions based on findings.
  • Conducted training and mentored team members to promote productivity and commitment to friendly service.

Sr. Relationship Officer

Mashreq Bank PJSC
07.2014 - 06.2017
  • Assisted clients in navigating challenging financial situations by offering expert guidance and support.
  • Implemented effective sales strategies, resulting in consistently exceeding sales targets and revenue goals.
  • Conducted regular reviews of clients'' portfolios, making adjustments as needed to optimize performance.
  • .Maintained up-to-date knowledge of industry regulations and compliance requirements to ensure adherence in all activities.
  • Developed strong rapport with customers, leading to increased referrals and expanded business opportunities.

Education

Bachelor’s Degree - Commerce (B.Com), Accounting, Commerce, Statistics

Osmania University
Hyderabad, India
05.2009

Skills

  • Compliance knowledge
  • Budget Planning
  • Loan Processing
  • Credit Counseling
  • Debt management
  • Team Management
  • Claims Management
  • Customer Service
  • Insurance sales
  • Portfolio Management
  • Relationship Building
  • Client Relationships
  • Excellent Communication

Websites

Certification

  • Received certification for Effective Leadership Skills conducted by EIBFS (April - 2019)
  • Received certification for Social Media and Digital Marketing by EIBFS (October – 2019)
  • Received best employee award and highest revenue generated with MASHREQ 2016.

Languages

English
Hindi
Urdu

Core Competencies Personal Traits

  • Sales focused
  • Optimistic & Go getter
  • Excellent written and verbal communication skills
  • Empathic listener and persuasive speaker
  • Excellent Presentation and Negotiation skills
  • Self-Motivated
  • Team player
  • Results-driven
  • Ability to work independently and collaboratively in a fast paced environment

Hobbies and Interests

  • Fitness and Exercise
  • Listening Music
  • Watching Sports

Disclaimer

I hereby declare that all the details furnished above are true to the best of my knowledge and belief.

Timeline

Credit Counselor

CIBC
02.2024 - Current

Banking Advisor

Royal Bank of Canada
11.2023 - 02.2024

Team Leader

Qatar Insurance Company
02.2022 - 05.2023

Team Leader (Personal Lines)

RSA
06.2017 - 12.2021

Sr. Relationship Officer

Mashreq Bank PJSC
07.2014 - 06.2017

Bachelor’s Degree - Commerce (B.Com), Accounting, Commerce, Statistics

Osmania University

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Afroze Ahmed Syed