Farzana Alam

Handled insurance quotations, new business, and renewals, ensuring adequate policy coverage. Updated internal systems and client portals while providing general insurance advice to clients.

Optimized e-commerce operations to maximize profit and strategized plans to drive online traffic and boost sales. Managed the online product catalogue, designed and managed the Shopify website, and liaised with suppliers.

Prepared and wrote accurate and comprehensive Statements of Advice (SOA), including projections and modelling. Undertook research independently and with Financial Planners to identify suitable solutions for client needs.

Supported Financial Planners by preparing plans, organizing client meetings, and implementing recommended advice. Identified revenue generation opportunities and maintained accurate client details, notes, and investment portfolios.

Provided high-quality administration and support to two Senior Advisers, including reporting and maintaining client information on the database. Made outbound calls to prospective clients to book appointments and responded to all client inquiries.

Assisted in processing loans, settlements, and general administration for the Lending Department of Rams Home Loans. Prepared discharge of mortgage documents and final payout figures, liaising with various parties for smooth loan settlements.

Answered escalated calls from the inbound contact center and processed all new Construction Loans. Managed all valuations for both the Credit and Construction Teams, assisting credit managers with post-settlement loans.

Answered a high volume of phone calls, averaging between 80-120 per day. Made changes to customer accounts, such as repayment amounts and frequency, and assisted customers with their home loan inquiries.

Handled escalated complaint calls, communicating with retailers, service centers, and customers to find suitable resolutions. Liaised effectively with both customers and colleagues at all levels of seniority and other internal departments.

Currently pursuing an Advanced Diploma in Financial Planning to further enhance expertise in the financial services sector. This program focuses on advanced concepts and strategies in financial planning.

Obtained a Diploma in Financial Planning, covering essential aspects of financial advice and planning. This qualification is compliant with RG146 standards.

Completed an Advanced Diploma in Hospitality Management. The program provided comprehensive knowledge and skills in managing hospitality operations.

Completed training for Tier 2 General Advice in General Insurance. This qualification enables the provision of general advice on insurance products.