Summary
Work History
Education
Skills
Hobbies and Interests:
References
Timeline
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Rahman Azimi

Melbourne,VIC

Summary

Building trust, exceeding expectations, and driving results are my hallmarks, and my ambition knows no limits. I am a highly motivated and versatile individual with diverse experience across retail sales, financial services, and client relationship management bolstered by a strong academic foundation in business. I possess a strong work ethic, a passion for continuous learning, and a proven ability to thrive in new environments.

Work History

Financial Adviser

Vega Lend limited
Christchurch, New Zealand
01.2023 - 01.2024
  • Provided comprehensive financial planning and investment advice to a diverse clientele.
  • Developed strong communication and negotiation skills through consultations with high-net-worth clients, tailoring solutions to meet their complex risk management needs.
  • Guided clients through goal setting, budgeting, and investment selection.
  • Achieved a 100% in client retention by exceeding expectations and building long-term trust.
  • Worked with both clients and providers for a smooth joining process and claims.

Financial Adviser

Advice4Life
Christchurch, New Zealand
11.2021 - 01.2023
  • Conducted in-depth needs assessments to understand clients' personal and financial goals, risk tolerance, and existing coverage.
  • Developed and presented personalized life and health insurance recommendations tailored to each client's unique needs.
  • Explained complex insurance options in clear and concise language, ensuring clients made informed decisions.
  • Negotiated competitive rates and terms with insurance providers to secure the best possible coverage for clients.
  • Processed and serviced insurance applications, ensuring accuracy and timely completion.
  • Provided ongoing support and service to clients, reviewing their coverage regularly and making adjustments as needed.
  • Built strong and long-term relationships with clients through exceptional communication, trust, and personalized service.

Manager in Training

Rodd and Gunn limited
Christchurch, New Zealand
03.2020 - 2022
  • Driving operational, visual and customer service standards in store.
  • Monitoring and reviewing store performance on a regular basis and maximizing sales through effective customer service and marketing.
  • Setting goals to ensure staff are incentivized to meet their KPIs.
  • Managing the store and administration duties such as setting staff budgets, updating financial reports and handling cash deposits.
  • Provided personalized consultations to clients, showcasing product features and building trust through open communication.
  • Maintained a luxury brand experience through meticulous store ambiance, impeccable presentation, and exceptional service standards.

Education

Certificate - New Zealand Certificate in Financial Services (lev

Open Polytechnic
Christchurch, New Zealand
01-2023

Bachelors of Commerce - Double Major in Marketing And Management

University of Canterbury
Christchurch, New Zealand
01-2018

High School Diploma -

Shirley Boys High School
Christchurch, New Zealand
01-2014

Skills

Client-Centric Sales Experience:

  • Gained client retention by 100% through personalized consultations and proactive risk management
  • Cultivated long-term relationships with high-net-worth clients, building trust through active listening and understanding their unique needs
  • Consistently exceeded client expectations, delivering exceptional service and earning a reputation for integrity and reliability

Communication & Negotiation:

  • Effectively explain complex financial concepts and product features in a clear and engaging manner
  • Persuasively present the value proposition of products and services, aligning with client goals and aspirations
  • Successfully negotiate win-win deals with clients and stakeholders, building consensus and achieving mutually beneficial outcomes

Financial Acumen & Risk Management:

  • Demonstrate in-depth understanding of financial products, risk assessment, and tailoring solutions to meet client needs
  • Navigate complex financial decisions with clients, providing guidance and confidence in their choices
  • Mitigate risk and provide peace of mind through comprehensive financial planning and risk management strategies

Additional Skills:

  • Teamwork and collaboration: Proven ability to work effectively within a sales team to achieve collective goals
  • CRM proficiency: Experience with Salesforce and other CRM systems to manage client relationships and track sales activities
  • Passion for prestige cars: Enthusiastic about high-end vehicles and eager to learn more about the luxury car market
    coaching, motivation, performance monitoring
  • Market Knowledge: Researching industry trends, competitor analysis, understanding target clientele preferences

Hobbies and Interests:

Competitive athlete: When not conquering sales goals, I find myself pushing boundaries in the gym. Bodybuilding and competing on stage cultivate unwavering discipline, resilience, and a relentless pursuit of mastery, all of which translate into valuable assets within the demanding world of high-end sales.

Lifelong learner: Fueled by an insatiable thirst for knowledge, I dedicate time to exploring various topics through reading and self-development initiatives. This broadens my perspective, enhances my communication skills, and keeps me at the forefront of industry trends, which can benefit both internal and external interactions.

Building connections: I cherish quality time with friends and family, whether exploring new cafes or creating lasting memories. This strong social connection translates into fostering collaborative environments and building rapport with a diverse clientele, crucial skills for excelling in any relationship-driven field.

References

References available upon request.

Timeline

Financial Adviser

Vega Lend limited
01.2023 - 01.2024

Financial Adviser

Advice4Life
11.2021 - 01.2023

Manager in Training

Rodd and Gunn limited
03.2020 - 2022

Certificate - New Zealand Certificate in Financial Services (lev

Open Polytechnic

Bachelors of Commerce - Double Major in Marketing And Management

University of Canterbury

High School Diploma -

Shirley Boys High School

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Rahman Azimi