Overview
Work History
Education
Skills
Timeline
Hi, I’m

Marjaneh Etebar Farimani

Vancouver,BC
Marjaneh Etebar Farimani

Overview

16
years of professional experience
1
Language

Work History

Saman Bank

Private Banker
12.2014 - 07.2023

Job overview

  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Helped clients protect assets through variety of strategies.
  • Developed tailored solutions to meet individual banking needs.
  • Worked directly with clients investing minimum of $Amount.
  • Analyzed customers' financial information to deliver personalized account guidance.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Implemented strategies to increase customer retention, enabling investment growth.
  • Worked with clients to address and respond to client and partnership management issues.
  • Engaged departments in customer satisfaction initiatives to uplift service ratings.
  • Helped clients make informed decisions about financial future.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Advised clients on investments, retirement and estate planning.

Kishair Institute

English Teacher
07.2003 - 12.2014

Education

Payam Nour University

Bachelor from English Translation
05.2014

Skills

  • Corporate Policies and Procedures
  • Resource Allocation
  • Recruitment and Hiring
  • Customer Information Databases
  • Business Management Principles
  • High-Volume Environments
  • Solution Planning
  • Loans
  • Sales Expertise
  • Effective Customer Communication
  • Project Management
  • Investment Management

Timeline

Private Banker

Saman Bank
12.2014 - 07.2023

English Teacher

Kishair Institute
07.2003 - 12.2014

Payam Nour University

Bachelor from English Translation

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Marjaneh Etebar Farimani