Nabila Masood

BBA, DBM

**** ****** ****, *******, ** 416-***-**** ad0yfd@r.postjobfree.com

Professional Profile

Agile professional with over 3 years of experience in the Financial and Industrial Manufacturing sectors as a Sales Representative, Business Administrator, and Accountant.

Having hands-on experience assisting prospective customers by providing financial advice, such as conducting a financial need analysis, developing a business plan, developing an investment plan, assisting in reducing taxes and fees, assisting in meeting debt obligations, assisting in selecting the right retirement plan and life insurance plans, and so on.

Graduated in business administration from Yorkville University in Canada, with key subjects including sales, marketing, financial forecasting, business planning, business analysis, business strategy development, business account preparation, administration, ethical compliance, corporate laws, project management, human resources, and so on.

Professional who is results-oriented and well-organized, and who can quickly learn new tasks. Excellent team player with excellent analytical abilities. Proficient in developing key customer relationships and managing stakeholder expectations, with the ability to confidently solve complex problems. Proven organisational skills, as well as the ability to manage multiple and changing priorities.

Core Competences

Client relationship

Wealth management

Analytical thinking

Risk assessment

Financial need analysis

Clerical work

Customer service

Business development

Detail oriented

Team player

MS Office suit

Microsoft Excel

Employment History

Primerica. Canada

Customer service - Account Feb 2023 - Present

Prepares financial need analysis of prospective customers

Assist families in earning more income by effectively investing their money

Educate families in creating a budget that helps to meet their goals in the short and the long term

Building investment portfolio for families based on their life style, goals, and risk tolerance etc.

Assist families in debt management through creating strategies to help them pay down their debt and avoid debt in the future.

Assist clients in constructing personalized financial plans that aim to achieve the financial goals

Help families in choosing right retirement plan

Educate families in choosing right life insurance plan

Advise families in minimizing their taxes and fees

Adil Homered Engineering

Account and Admin Officer Feb 2016 – Oct 2018

Recorded business transactions in the accounting system

Coordinated with banks for account opening, closing, processing of payments

Prepared customer invoice and manage their accounts

Followed-up with customer for long old receivables

Received customer calls and connect them to the right department

Developed departmental budget

Manage business travel and associated costs

Maintained petty cash, preparing cash vouchers, cash re-imbursement

Performed bank reconciliation

Manage accounts payables

Prepared monthly management reports

Education and Credentials

Bachelor of Business Administration, Yorkville University, Canada

Diploma in Business Management, Toronto School of Management, Canada

License

Life License Qualification Program (LLQP) – In-progress

Enrolled in Canadian Security Course (CSC) – In-progress

Interests

Attending business events

Reading books

Spending time with family

Trainings

Short term financial management - Linkedin Learning

Understanding securities market - Linkedin Learning

Financial institution - Linkedin Learning

Mutual funds - Linkedin Learning

Language

English, Urdu, Punjabi

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