SADIA KAUSAR

• Conducted financial discovery conversations to align clients’ goals, risk tolerance, and financial needs with tailored solutions.
• Provide personalized advice on investment products, savings strategies, and credit solutions.
• Use MyAdvisor and financial planning calculators to analyze client financial scenarios and deliver data-driven recommendations.
• Facilitated mortgage refinancing and home equity discussions to support clients' long-term financial objectives.
• Maintain strong client relationships through proactive communication, portfolio reviews, and follow-ups.
• Generate new business through referrals and collaboration with internal banking partners.

• Managed front desk operations, reservations, and guest inquiries to deliver consistent high service standards.
• Coordinated with departments to enhance guest experiences and resolve inquiries effectively.
• Managed check-in and check-out processes, ensuring accuracy and efficiency in reservations systems.
• Trained new staff on customer service protocols and operational procedures to maintain high service standards.

• Analyzed corporate survey data from professional networking events to derive actionable insights.
• Led measurement initiatives, delivering analytical reports and presentations to inform strategic decisions.
• Analyzed complex datasets to identify trends and inform strategic decision-making.
• Collaborated with cross-functional teams to improve data accuracy and integrity.

• Supported development of research documentation, project proposals, and validation protocols for healthcare software studies, enhancing clarity and compliance.
• Conducted experiments to evaluate product performance and functionality.
• Collaborated with cross-functional teams to develop innovative solutions.
• Analyzed research data, identifying trends and insights for product improvement.

Successfully Passed IFIC, PFSA and FP1

Skills Acquired :

• Client relationship management
• Financial risk assessment
• Financial advice
• Financial planning