Sales Representative

Nabeel Rahman

** ********* ***** ********, ** ***43 • 856-***-**** • **************@*****.***

Education

Drexel University Bachelor of Science in Business Administration

Major: Finance GPA 3.2

Professional Experience

Santander Bank Pennsylvania, Philadelphia

Personal Finance Banker II May 2014-Present

• Offer great client satisfaction and closed first big investment for $100,000

• Help clients manage assets, deposit growth transactions, savings, investments, checking, money market accounts, Certificates of Deposit (CDs), and

acquired loan applications

• Examine a client's assets, suggests additional banking services, offer solutions about financial needs, and conducted financial account reviews

• Advise clients on what accounts best fit their financial long term and short term goals

• Network to acquire new clients, generate new business, resolved ACH disputes, analyzed overdraft/fee charges, and sent domestic/international wire

transfers

• Need to follow strict compliance standards, Bank Secrecy Act,New Account Opening and Know Your Customers procedures

De Lage Landen Financial Services Wayne, Pennsylvania

Support Finance Analyst (Contract) March 2014-April 2014

• Analyzed client contracts, lease agreements and ensured clients were satisfied with equipment with follow up calls

• Used A2B software to leave notes about the pending deals and updated client profiles for future business opportunities

• Used Excel formulas to calculate pricing and correct monthly payment amounts from clients to ensure proper invoicing

• Worked on financing deals with different departments and assisted each other in collaborative team environments

TD Bank Voorhees, NJ

Personal Banker II March 2013-December 2013

• Built and fostered strong relations with new clients and existing ones with face to face interactions

• Offered clients various accounts that fullfilled short term and long term financial needs resulting in 40 accounts

• Advised clients on loans, credit cards, interests rates and cross sold various products based on their financial needs

• Introduced business owners to various TD business accounts, acquired loan applications, mortgage apps, and resolved client issues

• Met sales goals quarterly for region to stay in first place and always hit my goal (40,000 SR points)

• Networked and was involved with community events to market the TD Bank products and various accounts

Cutco Cutlery Corporation Marlton, NJ

Direct Sales Representative December 2012– February 2013

• Represented Cutco’s World’s Finest Cutlery to

various demographics and customers

• Generated $2,000 in sales during a three week

period with proper style and technique

• Built rapport with potential customers through

Sales Presentations, product offerings and professional demeanor

ATTS Chemicals LLC Marlton, NJ

Finance Analyst January 2010 – November 2012

• Delivered sales presentations to potential clients, converting up to three major leads to full time customers generating $100,000 in revenue

• Consolidated existing customer databases to develop one primary client database system in Excel in order to streamline client research for a boutique

chemical distributor used pivot tables and V Lookups

• Performed qualitative and quantitative analysis including industry research and market valuations for senior management for company state

certification ISO 9001 2008 and evaluated profit and loss statements

• Conducted financial needs analysis of business clients and recommended appropriate products to meet demands

• Built and fostered relationships within the U.S. and internationally with various fortune 500 chemical providers to negotiate lower rates for current

customers and Managed client bids, offers and deals

• Implemented internal audit for whole organization starting with a template to the final QMS manual

Merrill Lynch Marlton, NJ

Analyst Intern – Wealth Management June 2009 – September 2009

• Documented and communicated business requirements for regulatory changes to Vice President of Financial Sales for upcoming client meetings

• Noted business requirements, functional specifications, and work flow documentation to increase office efficiencies when it came to client information

• Helped initiate and analyzed ways so the investor can have an idea of how the company’s actions will determine the stock and share prices

• Performed fair market analysis evaluation of unrealized portfolio companies and value creation analysis for the company to expand its client base

• Analyzed various trends, financial reports, fixed income products, equity products, market risk factors, client portfolios and acquired three big clients

Twist Communications Philadelphia, PA

Marketing Analyst May 2007 – June 2009

• Created integrated marketing and employee communication strategies for Fortune 500 clients

• Generated positioning, planning, and project management strategy plans for existing client base by use of direct mail, trade show graphics etc.

• Assisted companies in positioning an array of industrial gases, equipment and related services by adhering to a timeline and meeting project dead lines

Skills

Quality Control: Quality Management

Microsoft Word, Excel, PowerPoint, Access, QuickBooks, Web Mining, Data Mining, and Client Acquisition, Oracle Financial, Essbase Skills, Fidelity, Banking

Platform, Banking Portals, Time Management, and Team Player

ISO 9001:2008

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