MARY ROSCHELLE ESTRADA
CITY OF MALOLOS (CAPITAL)
Summary
Accomplished Financial Advisor with a proven track record at Axa and Sunlife, excelling in investment advice and relationship management. Demonstrated ability to exceed client expectations through strategic financial planning and strong communication skills. Expert in analyzing market trends and leveraging sales expertise to grow client portfolios and company revenue.
Overview
5
5
years of professional experience
Work History
Financial Advisor
Axa
04.2021 - 12.2023
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Business Owner
Chelley's
01.2021 - 12.2022
- Established strong customer relationships through excellent communication and attentive service.
- Strengthened company reputation by consistently meeting or exceeding customer expectations in terms of quality products/services offered.
- Consulted with customers to assess needs and propose optimal solutions.
- Managed financial operations to ensure fiscal responsibility, including budgeting, forecasting, and financial reporting.
Financial Advisor
Sunlife
05.2019 - 08.2021
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Education
Bachelor of Science - Hospitality And Tourism Management
Centro Escolar University
Philippines04-2012
Skills
- Investment advice
- Relationship building and management
- Analytical thinking
- Sales expertise
Accomplishments
As a financial advisor, I've had the privilege of helping numerous clients achieve their financial goals and overcome challenges.
Here are some notable accomplishments:
1. Retirements Planning: Helped a couple in their 50s create a comprehensive retirement plan, ensuring they can maintain their Lifestyle and travel extensively in their golden years.
2. Wealth Management: Developed a customized investments strategy for a high-net-worth individual, resulting in a 25% increase in their portfolio value over 12 months.
3. Estate Planning: Assisted a family in establishing a trust, ensuring the smooth transfer for their assets to future generations and minimizing tax liabilities.
Mixed Martial Arts (MMA)
MMA training has been incredibly rewarding for me. It's helped me:
- Improve physical fitness coordination
- Develop mental toughness and resilience
- Enhance self-discipline and focus
- Build a strong sense of community and camaraderie with fellow training partners
Timeline
Financial Advisor
Axa
04.2021 - 12.2023
Business Owner
Chelley's
01.2021 - 12.2022
Financial Advisor
Sunlife
05.2019 - 08.2021
Bachelor of Science - Hospitality And Tourism Management
Centro Escolar University
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