Ladylyn Entereso
Cavite
Summary
Financial professional with strong background in developing tailored solutions and optimizing financial processes. Skilled in data analysis, risk assessment, and strategic planning, ensuring precise and effective results. Known for fostering team collaboration and adaptability in dynamic environments, delivering consistent and reliable outcomes. Expertise in customer relations, problem-solving, and implementing innovative financial strategies to meet organizational goals.
Overview
12
12
years of professional experience
Work History
Financial Solutions Specialist
AXA Philippines
01.2017 - Current
- Assisted clients in achieving their financial goals through personalized wealth management strategies.
- Facilitated successful mergers and acquisitions by conducting due diligence processes and coordinating integration efforts.
- Assess clients financial situations by evaluating income,expenses,assets,liabilities, tax status, and existing insurance coverage. To recommend tailored fit recommendations to individual goals, such as retirement planning, education savings, or wealth protection.
- Regular Follow-ups ensure clients portfolios adapt to life changes.
- Monitor market trends and regulatory updates to refine strategies.
Customer Service Representative-Bank
Metropolitan Bank & Trust Company
11.2013 - 12.2016
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
- Educate Clients to Bank Products such as, Investments, TD, Carloan, Homeloan, Metrobank Credit Cards and Insurance (Life and Nonlife).
Education
Bachelor of Science - Business Administration And Management
De Lasalle University- Dasmarinas
Dasmarinas, Province Of Cavite03-2008
Skills
- Portfolio management
Accomplishments
2017- 2018 four (4) times Local Incentive Qualifier ( Bohol, Palawan, Cebu,Boracay)
2017 & 2018 Century Life Achiever
2019- Century Life Achiever
2022 Top 2 South Luzon IV FSS awardee
2023 Top 2 South Luzon IV FSS awardee
2023 Local Incentive Qualifier (Bohol and Boracay)
2024 Annual Awardee (Top 5 FSS Phils contributors)
2024 AXAPrime Qualifier (Korea Convention)
2024 Persistency Champion ( 95% CE)
Timeline
Financial Solutions Specialist
AXA Philippines
01.2017 - Current
Customer Service Representative-Bank
Metropolitan Bank & Trust Company
11.2013 - 12.2016
Bachelor of Science - Business Administration And Management
De Lasalle University- Dasmarinas
Watching Movies , Traveling and Dancing
Filipiniana Dance Company Member -Cavite
Kaisahan ng Lahi Dance Ensemble Member- Manila
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