Financial Consultant/Analyst
- Identified and assessed companies with financing needs, thoroughly evaluated their financial backgrounds, and prepared comprehensive reports to facilitate capital raising.
- Conducted detailed analyses of small and medium-sized enterprises (SMEs), including due diligence, research, and financial assessment, and prepared the necessary documentation to support their registration with the National Equities and Exchange Quotations and Stock Exchange Market.
- Built strong client relationships through consistent communication and exceptional customer service by face-to-face meeting, providing professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Cultivated strong client relationships through proactive communication and exceptional customer service; Conducted personalized, face-to-face meetings to deliver expert advice on investment opportunities, products, and services tailored to individual client needs.
- Organized and led weekend workshops and events focused on personal finance to educate clients on effective money management practices.