Summary
Overview
Work History
Education
Skills
Timeline
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Realyn Operio

Summary

Accomplished Loan Processor and Financial Advisor. Excelled in developing tailored financial plans, enhancing client portfolio diversification, and ensuring meticulous risk assessment. Demonstrated proficiency in relationship management and analytical thinking, significantly contributing to client financial success and loyalty.

Overview

2
2
years of professional experience

Work History

Financial Advisor

Allianz PNB Life
05.2024 - Current
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • 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.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
  • Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.

Asialink Finance Corporation

Loan Associate
07.2023 - 05.2024
  • Checking of authenticity and completeness of documents prior to release
  • Preparing completeness and accuracy of details of all legal documents
  • Releasing of loan proceeds
  • Handling of internal and external customer's queries and concerns
  • Requesting and releasing of certificate of full payment and collateral documents
  • Collateral documentation
  • Preparing a monthly report collateral monitoring/take risk releases

Education

Bachelor Of Science In Business Administration - Financial Management

Nueva Ecija University of Science And Technology
Cabanatuan, Nueva Ecija, Philippines
08.2023

Skills

  • Investment advice
  • Relationship building and management
  • Analytical thinking
  • Sales expertise
  • Critical thinking
  • Retirement planning
  • Attention to detail
  • Risk assessment
  • Client relations
  • Banking
  • Long-term care planning
  • Financial services
  • Cash handling
  • Loans
  • Customer service
  • Multitasking and organization
  • Verbal and written communication
  • Reporting

Timeline

Financial Advisor

Allianz PNB Life
05.2024 - Current

Asialink Finance Corporation

Loan Associate
07.2023 - 05.2024

Bachelor Of Science In Business Administration - Financial Management

Nueva Ecija University of Science And Technology

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