Sales, Financial Planning, Credit reviews

CEILLI, PCE, FIMM, TBE, IPPC, Wealth Management Products

google sheets , Analytical Skills, Communication Skills, Problem-solving

Effective communication and interpersonal skills, Sales And Business Development, Organizational and time management skills, Customer Relationship Management, Analytical and problem-solving skills, Familiarity with CRM tools

market credit analysis, product bundling, Cross Selling

telematics , Saas, It Solutions, Insurance, cold calling, Prospecting, B2b Sales, Client Engagement, logistics, automotive, fleet management, CRM

Compliance, PDPA, CRS, Marketing acquisition activities, IBL, Wealth product transactions, Sales Support, Service process improvements, Banca transactions