Naveen Jan
Mississauga
Summary
As a business investment consultant I have been providing expert advice to individuals, businesses, and organizations on how to invest their resources effectively to achieve specific financial goals. With the deep knowledge of financial markets, investment strategies, and economic trends I look after the Client Needs, Understand the financial goals, risk tolerance. Develop tailored investment strategies that align with clients’ objectives.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Insurance Collection Agent
D&A Group Services
12.2024 - Current
- Maintained accurate records of all collection activities, allowing for better tracking and analysis of performance metrics.
- Reconciled debtor accounts regularly by verifying payments made against outstanding balances as well as resolving discrepancies when necessary.
- Collaborated closely with other departments, ensuring seamless communication regarding delinquent accounts and payments received.
- Leveraged strong negotiation skills to secure favorable settlements from debtors while maintaining professional relationships throughout the process.
- Made calls from 200 to 250 daily to achieve monthly targets.
Business Investment consultant
Pivotal Communities Inc
04.2024 - 10.2024
- Evaluated alternative investments, dig out new lands for best affordable investments till the time to built and resale to secure the best possible investments for clients
- Analyzed economic trends and market conditions to make informed decisions about potential investments
- Developed comprehensive financial plans and investment strategies for high net worth clients
- Built strong relationships with existing clients through regular contact via phone or email
- Presented complex information in an easy-to-understand manner during client meetings
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop financial plan
Social Media Manager
Greeniche Natural health
10.2022 - 01.2024
- Develop and execute a content strategy aligned with marketing goals
- Create engaging text, image, and video content for social media platforms
- Curate relevant content from other sources to share with the audience
- Schedule and publish posts consistently across platforms
- Monitor social media trends and adapt strategies as needed
Tv presenter/ host
Bol News Network
02.2017 - 11.2018
- Hosted different social political shows interviewed high profile dignitaries, politicians, celrbritiries and business community.
- Writing scripts edit and hosting.
- Tailored communication style to suit diverse audiences, facilitating understanding across age groups and cultural backgrounds.
Senior Floor Manager
Summit Bank Pvt ltd
02.2015 - 12.2016
- Taught junior employees proactive strategies to meet operational and sales goals
- Analyzed market trends to develop strategies for increasing sales revenue
- Developed strategies for increasing sales productivity and profitability within the department
- Delegated tasks appropriate to individual employees to provide development opportunities
Host & TV Journalist
ARY News
05.2003 - 12.2009
- Hosting different talk shows with celebrities,dignitaries
- Weekly show of entertainment interweved people of all walks of life politics, showbiz, sports and entertainment
- Handled high-pressure situations with composure, effectively managing large parties or unexpected events during busy shifts.
- Answered customer questions about hours, seating, and menu information.
CUSTOMER RELATION OFFICER
SCB Bank, Pvt ltd
01.2002 - 02.2003
- My main responsibility was to assist customers with their banking needs
- This included opening new accounts, processing deposits and withdrawals, providing information about bank products and services, and addressing customer inquiries or concerns
- As a CRO, I handled customer complaints and issues with empathy and professionalism
Education
EMBA - MARKETING
Preston University
01.2002
Skills
- Excellent verbal and written communication skills
- Strong interpersonal and good organizational skills
- Computer skills include soft wares, Square & Share point
- Ability to make quick decisions, multi-task, and work effectively and efficiently under pressure and deadlines
- Indoor sales & marketing services
- Clients services representative
Certification
- CERTIFIED BY VOICE OF AMERICA TV JOURNALISTS WORKSHOP
- Certified fellowship program of VOA voice of America
- Certified fellowship program from ICFJ and CNN Atlanta
Languages
English
Full Professional
Timeline
Insurance Collection Agent
D&A Group Services
12.2024 - Current
Business Investment consultant
Pivotal Communities Inc
04.2024 - 10.2024
Social Media Manager
Greeniche Natural health
10.2022 - 01.2024
Tv presenter/ host
Bol News Network
02.2017 - 11.2018
Senior Floor Manager
Summit Bank Pvt ltd
02.2015 - 12.2016
Host & TV Journalist
ARY News
05.2003 - 12.2009
CUSTOMER RELATION OFFICER
SCB Bank, Pvt ltd
01.2002 - 02.2003
EMBA - MARKETING
Preston University
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