Hi, I’m
Marjaneh Etebar Farimani
Vancouver,BC
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