Rustam Nurbalayev

Experience

• 

  InvestAZ İnvestisiya Şirkəti

  Apr 2017 - now

  -Managing the day-to-day activities of the team.-Motivating the team to achieve organizational goals.-Developing and implementing a timeline to achieve targets.-Delegating tasks to team members.-Conducting training of team members to maximize their potential.-Empowering team members with skills to improve their confidence, product knowledge, and communication skills.-Conducting quarterly performance reviews.-Contributing to the growth of the company through a successful team.-Creating a pleasant working environment that inspires the team. Show less -Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.-Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.-Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.-Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.-Implementing financial plans or referring clients to professionals who can help them.Managing and updating client portfolios.Contacting clients regularly to discover changes in their financial status.-Building and maintaining client base. Show less -Perform cost-benefit and needs analysis of existing/potential customers to meet their needs.-Establish, develop and maintain positive business and customer relationships.-Reach out to customer leads through hot calling.-Expedite the resolution of customer problems and complaints to maximize satisfaction.-Achieve agreed upon sales targets and outcomes within schedule.-Coordinate sales effort with team members and other departments.-Supply management with reports on customer needs, problems, interests, competitive activities, and potential for new products and services. Show less -Perform cost-benefit and needs analysis of existing/potential customers to meet their needs.-Establish, develop and maintain positive business and customer relationships.-Reach out to customer leads through hot calling.-Expedite the resolution of customer problems and complaints to maximize satisfaction.-Achieve agreed upon sales targets and outcomes within schedule.-Coordinate sales effort with team members and other departments.-Supply management with reports on customer needs, problems, interests, competitive activities, and potential for new products and services. Show less

  • Sales and Customer Retention Team Leader

    Nov 2021 - now

  • Sales and Retention Specialist

    Jan 2020 - now

  • Senior Sales Representative

    Jan 2019 - Jan 2020

  • Sales Specialist

    Apr 2017 - Jan 2019