Mary Narvi Mupas
Antipolo City
Summary
Customer-focused Sales Professional with a solid understamding in Financial Planning, Customer Service and Client Relationship. Bringing 6 years of experience in providing financial advise to meet cutomer needs by using my communication skills and sales expertise.
Overview
9
9
years of professional experience
Work History
Licensed Financial Advisor
BDO Life Assurance Company Inc.
Ortigas
04.2018 - Current
- Provided financial advice to clients regarding investments, insurance, and other financial products.
- Built strong relationships with clients through frequent communication via phone calls or emails.
- Assisted customers in resolving complaints or disputes concerning their accounts quickly and effectively.
- Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
Business Development Officer
Rabboni Creative Designs Inc.
Bulacan
07.2015 - 03.2018
- Attended networking events to build relationships with potential clients.
- Implemented customer relationship management (CRM) strategies to enhance client satisfaction and retention.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
Program Coordinator
GMA Network Inc.
Quezon City
09.2015 - 05.2016
- Research trending and compelling stories based on true events for Program: "Kapuso Mo, Jessica Soho"
- Resource all the requirements of segment producer with the certain scene/shot.
- Obtain necessary permit/s for usage of video, picture, music, etc., before airing the segment that will use the said materials.
Education
Bachelor of Arts - Communication Research
Polytechnic University of The Philippines
Manila05-2014
Skills
- Research and Development Skills
- Financial Planning Skills
- Portfolio Analysis
- Financial Planning
- Client Relations
- Sales and Marketing
- Lead Generation
- Communication Skills
Languages
English
Advanced
C1
Timeline
Licensed Financial Advisor
BDO Life Assurance Company Inc.
04.2018 - Current
Program Coordinator
GMA Network Inc.
09.2015 - 05.2016
Business Development Officer
Rabboni Creative Designs Inc.
07.2015 - 03.2018
Bachelor of Arts - Communication Research
Polytechnic University of The Philippines