I am a graduate of Bachelor in Banking and Finance. I worked in a bank as a Customer Service Associate and have been awarded as Top Referrer for Investment product. I love meeting ang talking to new people everyday as well as to help them with their bank transactions like deposits, withdrawals, encashments, and other related banking needs. I also offer and help clients manage their finances through offering investment products.
My second job was with an International Company having the largest search engine company in the world as our client. I worked as a Finance Analyst and do receipt auditing as well as answering emails of our client's and their employees' inquiries globally. We get to speak with them about the process and suggest improvements in our every week catch-up through a video call. I was also assigned in Ethics and Compliance where in we investigate employees' business transactions if there were any fraud or excessive use of the company's money. In relation to this, we then prepare audit reports and send educational emails to those who violated the company's and their country's compliance.
I now work as a Licensed Financial Consultant/Assistant Unit Manager and already leading few people in my organisation. I help and educate people all about Financial Literacy and Financial Planning and position a product which would best fit their needs. Our products are all about investments in stock market and life insurance. I set my own schedule because it is commission-based kind of work.
I love talking to people and hearing their stories.