Sara aljaloud
Summary
Driven financial and investment professional confident in handling wide range of financial needs, from retirement planning to insurance decisions. Decisive planner and problem-solver with understanding of marketing and sales strategies enabling sustained growth. Articulate and inspired with good communication and business consultation skills and the capability for maximizing profit by ensuring optimal productivity and process efficiency. A problem-solver, an innovator, and a team player who can self-manage and collaborate successfully with personnel at all levels in cross-functional teams.
Overview
9
9
years of professional experience
5
5
years of post-secondary education
Work history
sales banker
ALBILAD CAPITAL
Riyadh, Riyadh Region
05.2023 - 12.2023
- Devised positive solutions to customer queries, maintaining satisfaction with banking services.
- Built positive customer relationships to increase account satisfaction and loyalty.
- Promoted bank products and services to maximise customer investments.
- Prepared legal documents and prospectuses to facilitate investment deals.
- Managed underwriting process to raise capital for clients.
- Oversaw mergers and acquisitions to maximise value of shareholder.
- Collaborated with accountants, lawyers and financial advisers to recommend innovative strategies.
- Utilised financial modelling to predict outcomes.
- Monitored market trends and changes to provide responsive customer investment advice.
- Researched market conditions to stay abreast with developments.
Insurance salesperson
TAWUNIYA
Riyadh, Riyadh Region
07.2020 - 11.2022
- Handled insurance queries from quotation stage to renewal.
- Updated clients on changes and subsequent effects.
- Generated increase in new clients by proactively contacting previous quotes and lapsed accounts.
- Designed and implemented sales strategies to close new insurance contracts.
- Advised clients on coverage and claims to assist with informed decisions.
- Collaborated with insurance brokers or agents in creating packages suited to client needs.
- Received insurance premiums from clients and processed accounts.
- Maximised revenue by converting enquiries into sales.
- Reviewed new insurance products from carriers to determine suitability for client needs.
- Contacted potential clients and created rapport through cold calling, networking and using referrals.
- Managed and retained High Net Worth (HNW) clients for years by offering customised services to increase satisfaction and loyalty.
- Exhibited positive brand ethos and integral values in internal and external correspondence.
- Met with clients to assess insurance needs and answer policy questions.
- Educated clients on risk management and assisted with mitigation and coverage strategies.
Patient care coordinator
ALHABIB
Riyadh, Riyadh Region
07.2014 - 10.2019
- Worked professionally with caregiving teams and hospital departments to maintain continuity of care.
- Resolved issues such as billing or communication problems that could affect care.
- Maintained confidentiality and compliance standards for optimised patient care.
- Resolved problems with areas such as communication and billing that could negatively impact services.
- Increased utilisation of preventative care to reduce readmissions.
- Used outstanding communication and interpersonal skills to build positive relationships with clients for exceptional satisfaction ratings.
- Upheld confidentiality requirements and regulatory compliance guidelines in all areas.
- Worked with patients and families to develop future plans and discuss care actions.
- Completed documentation of care, hospital actions and patient activities for up-to-date client records.
- Connected patients with available community and charitable resources.
- Met with patients and families to discuss care plan adaptations, seeking continual improvement.
- Monitored ongoing care and proactively corrected problems.
- Measured effectiveness with team and implemented recommendations for long term improvements.
- Coordinated charitable, government and community resources for patients.
- Provided subject matter expertise in case management and related procedures.
Education
bachelor degree of Sociology & Social Services
Imam Muhammad bin Saud University
Riyadh, Riyadh Region 08.2011 - 05.2015
Diploma - Intensive Diploma In Computer
Imam Muhammad bin Saud University
01.2019 - 12.2019
Skills
- Customer relations
- Business development
- Strategic
- financial planning
- Public Relations
- Marketing
- Development
Languages
Arabic
Native
English
Fluent
Timeline
sales banker
ALBILAD CAPITAL
05.2023 - 12.2023
Insurance salesperson
TAWUNIYA
07.2020 - 11.2022
Diploma - Intensive Diploma In Computer
Imam Muhammad bin Saud University
01.2019 - 12.2019
Patient care coordinator
ALHABIB
07.2014 - 10.2019
bachelor degree of Sociology & Social Services
Imam Muhammad bin Saud University
08.2011 - 05.2015
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