Revelyn Lalap

• Administered account transactions and responded to customer inquiries concerning financial products.
• Developed and maintained database of records to facilitate smooth transactions for financial processes.
• Proposed investment products to customers.
• Maintained knowledge of new investment products and assisted in developing sales strategies.
• Developed investment and insurance programs and prepared sales presentations.
• Opened accounts for new and existing customers and assisted customers in completing application forms.
• Promoted and marketed finance and security products to customers.
• Provided financial reports and interpreted financial information to managerial staff while recommending further courses of action.
• Administered account transactions with customers and assisted in generating sales opportunities.
• Created and implemented innovative financial strategies to increase profitability.
• Researched and evaluated potential investment products for clients.
• Studied financial documents to identify potential areas needing improvement.
• Collaborated with clients to develop customized investment portfolios.
• Advised clients on investments, retirement and estate planning.
• Educated clients on financial topics and best practices.
• Researched current economic trends and investment opportunities to stay abreast of financial markets.
• Monitored and updated financial plans to comply with client goals.
• Developed and maintained strong relationships with clients to maximize satisfaction.
• Analyzed financial needs of clients and developed tailored strategies to meet goals.

• Provided positive first impressions to welcome existing, new, and potential customers.
• Engaged with customers to effectively build rapport and lasting relationships.
• Solved customer challenges by offering relevant products and services.
• Assessed customer needs and utilized suggestive selling techniques to drive sales.
• Educated clients on current promotional offerings and products using persuasive selling tactics.
• Generated new sales leads to achieve and exceed monthly sales goals.
• Answered customer questions about products and services, helped locate merchandise, and promoted key items.
• Listened to customer needs and desires to identify and recommend optimal products.
• Developed strong rapport with customers and created positive impression of business.
• Provided exceptional services and pleasant shopping experiences to retail customers.
• Engaged in friendly conversation with customer to better uncover individual needs.
• Built customer loyalty and retention by delivering excellent shopping experiences.

Assis

• Monitored inventory use and adjusted inventory control techniques.
• Coordinated with inventory managers to plan deliveries around production schedules.
• Planned material equipment and manpower needs for job
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• Reviewed production plans to identify and report potential risks.
• Worked with managers to plan and coordinate production tasks.
• Reviewed job orders and adjusted schedules for timely delivery.
• Prepared job order documents and gave timely approvals.
• Developed systems to expedite production and cut costs by Number%.
• Prepared and maintained comprehensive production reports to highlight production developments for management review.
• Collaborated with cross-functional teams to align production plans with customer requirements.
• Developed and maintained automated tracking systems, hard copy files and records to enhance office workflows.
• Planned production schedules, taking employee production rates, company needs and seasonal changes into account.
• Created and implemented tracking systems to monitor progress and meet deadlines.
• Inspected stocks to identify shortages, replenish supply and maintain consistent inventory.
• Forecasted production schedules and adjusted plans to accommodate changes in demand.
• Reviewed building plans and zoning permit applications to verify compliance with requirements such as bulk, placement and parking ratios.
• Devised and implemented efficient processes for production tracking and inventory control.
• Researched and compiled information on variety of planning issues from multiple sources, prepared thorough reports and presented findings in Type meetings.