Sahar Tajik
North Vancouver,BC
Summary
Developed financial analysis and client advisory skills in fast-paced financial environment. Seeking to transition into new field, leveraging expertise in market analysis and data-driven decision-making. Looking to apply strong problem-solving and strategic planning abilities in dynamic and collaborative setting.
Overview
7
7
years of professional experience
Work History
Insurance Agent
Combined Insurance
06.2024 - Current
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Maintained high standards of customer service by building relationships with clients.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Cross-sold insurance products to existing clients to reach sales targets.
Foreign Exchange Specialist
Silver Star Exchange
08.2020 - 05.2023
- Enhanced foreign exchange operations by implementing efficient and accurate transaction processing systems.
- Conducted detailed analysis of currency fluctuations, enabling prompt responses to sudden changes in the market conditions.
- Managed a diverse portfolio of currencies, ensuring optimal diversification for reduced risk and increased returns on investment.
Accountant
Behsazan Simin Company
02.2018 - 06.2020
- Handled day-to-day accounting processes to drive financial accuracy.
- Gathered financial information, prepared documents, and closed books.
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
- Maintained accurate records of fixed assets, including acquisition costs, depreciation schedules, and current values for insurance purposes.
Education
MBA
Allameh Majlesi
Qazvin, Iran07-2017
Skills
- Licensed insurance agent
- Quotes and sales
- Customer service
- Policy renewals
- Accounting and bookkeeping
- Data analysis
- Account reconciliation
- Bank reconciliation
Languages
English
Professional Working
Persian
Native or Bilingual
Timeline
Insurance Agent
Combined Insurance
06.2024 - Current
Foreign Exchange Specialist
Silver Star Exchange
08.2020 - 05.2023
Accountant
Behsazan Simin Company
02.2018 - 06.2020
MBA
Allameh Majlesi
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