ELIEL MUKEZA C.
LONGUEUIL,QUEBEC
Summary
Motivated costumer service and sales agent with experience advising clients on investment strategies, retirement planning and financial planning. With background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and recommendation. Organized , dependable and successful at managing multiple priorities with a positive attitude. With willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills with ability to handle multiple projects simultaneously with a high degree of accuracy. Currently seeking a full-time or part-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Advisor Intern
Industrial Alliance
08.2023 - Current
- Maintained accurate, up-to-date financial spreadsheets and databases fore reliable reference.
- Analyzed financial data and presented meaningful insights to senior management.
- Tracked financial transactions to update balance sheets with accurate, current information.
- Supported organizational account management duties under direct supervision.
- Drafted financial reports to support comprehensive investigations.
- Prepared and posted financial journal entries using technically relevant software.
Marketing Representative
Bell
05.2023 - 07.2023
- Coordinated with sales and operational teams to verify alignment of marketing initiatives with company goals.
- Developed marketing materials, collaborating with colleagues to maintain consistent brand voice.
- Responded to customer inquiries promptly and professionally to increase customer satisfaction.
- Determined customers' needs and provided brand awareness and recommendations to fulfill requirements.
Costumer Service and Sales Agent
Pragma
04.2020 - 04.2023
- Assisted call-in customers with questions and orders.
- Increased sales and customer satisfaction through personalized servicing.
- Provided superior service to customers by quickly and courteously responding to requests, inquiries, suggestions and concerns.
- Offered each customer top-notch, personal service to boost sales and customer satisfaction.
- Identified new targets, developed new business opportunities and presented product lines to customers.
Education
High School Diploma -
Ecole Secondaire Jacques Rousseau
Longueuil, QC06.2021
Skills
- Professionalism
- Customer service
- Customer Retention
- Account Management
- Sales Closing
- Lead Prospecting
- Multitasking
- Adaptability
- Cold calling
- Objection handling
- Conflict resolution
Languages
English
Native or Bilingual
French
Native or Bilingual
Swahili
Limited Working
Certification
Certificate in the insurance of persons delivered by the AMF
Timeline
Financial Advisor Intern
Industrial Alliance
08.2023 - Current
Marketing Representative
Bell
05.2023 - 07.2023
Costumer Service and Sales Agent
Pragma
04.2020 - 04.2023
High School Diploma -
Ecole Secondaire Jacques Rousseau
Certificate in the insurance of persons delivered by the AMF
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